Macom Technology Solutions Holdings, Inc. MTSI

Revenue Intelligence Report • 45 quarters of SEC filing data • Updated 2026-03-15

Macom Technology Solutions Holdings, Inc. has a forecasted full-year revenue of $1.3B, a +33.1% year-over-year change, based on 45 quarters of SEC filing data. Key revenue drivers include R&D ($5.93 per $1) and SG&A ($3.29 per $1). The ARDL model has 6.0% MAPE.

Investment Thesis

The econometric model achieves strong accuracy (6.0% MAPE), suggesting Macom Technology Solutions Holdings, Inc.'s revenue trajectory is well-characterized by its spending patterns. Every $1 of R&D investment is associated with $5.93 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $3.29 in revenue, reflecting strong commercial efficiency.

Next FY Revenue
$1.30B
+33.1% YoY
R&D Multiplier
$5.93 per $1
SG&A Multiplier
$3.29 per $1
Model Accuracy
6.0% MAPE
Holdout validation: The model predicted $268B vs the actual $272B — an error of 1.3%.

Revenue Forecast

MTSI Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $268B $272B $249B – $287B +40.8% ✓ In range
Q1 2026 $295B $268B – $322B +35.2%
Q2 2026 $314B $281B – $347B +33.0%
Q3 2026 $336B $297B – $374B +33.1%
Q4 2026 $357B $315B – $400B +31.6%

How Spending Drives Revenue

MTSI Spending Timing
Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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Data sourced from SEC EDGAR XBRL filings. Model: ARDL (linear) with 45 quarters. This analysis is for informational purposes only and does not constitute investment advice.