MACOM Technology Solutions Holdings, Inc. (MTSI) CEO Steve Daly on Q2 2022 Results - Earnings Call Transcript

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MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2022 Results Conference Call April 28, 2022 8:30 AM ET

Company Participants

Steve Ferranti - VP, Strategic Initiatives and IR

Steve Daly - President and CEO

Jack Kober - CFO

Conference Call Participants

Quinn Bolton - Needham & Company

Harsh Kumar - Piper Sandler

Jeremy Kwan - Stifel

Tom O'Malley - Barclays

Vivek Arya - Bank of America

Harlan Sur - JP Morgan

David Williams - Benchmark

C.J. Muse - Evercore

Richard Shannon - Craig-Hallum

Ruben Roy - WestPark Capital


Welcome to MACOM’s Second Fiscal Quarter 2022 Conference Call. This call is being recorded today, Thursday, April 28, 2022. [Operator Instructions] I will now turn the call to Mr. Steve Ferranti, MACOM’s Vice President of Strategic Initiatives and Investor Relations. Mr. Ferranti, please go ahead.

Steve Ferranti

Thank you, Olivia. Good morning, and welcome to our call to discuss MACOM’s financial results for the second fiscal quarter of 2022. I would like to remind everyone that our discussion today will contain forward-looking statements, which are subject to certain risks and uncertainties as defined in the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those discussed today.

For a more detailed discussion of the risks and uncertainties that could result in those differences, we refer you to MACOM’s filings with the SEC. Management’s statements during this call will also include discussion of certain adjusted non-GAAP financial information. A reconciliation of GAAP to adjusted non-GAAP results are provided in the company’s press release and related Form 8-K, which was filed with the SEC today.

With that, I’ll turn over the call to Steve Daly, President and CEO of MACOM.

Steve Daly

Thank you, and good morning. I will begin today’s call with a

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