Macom: A Chipmaking Defense Contractor With Value Potentials (NASDAQ:MTSI)


Abstract circuit board with a lot of micro chips

sankai

In this analysis of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), we focused on the company’s Industrial & Defense segment which is the largest segment of the company to determine whether it could continue to support its growth outlook. Firstly, we analyzed the

MACOM Revenue Breakdown ($ ‘000s)

2018

2019

2020

2021

2022

2023F

Average

Telecom

222,940

180,938

209,477

188,391

242,702

204,893

Growth %

-34.4%

MACOM Revenue ($ mln)

2021

2022

2023F

2024F

2025F

2026F

MACOM Revenue

606.9

675.2

664.0

689.9

716.8

744.8

Growth %

14.50%

11.30%

-1.65%

3.90%

3.90%

3.90%

Wolfspeed RF

37.5

171.3

193.4

218.3

Growth %

356.80%

12.90%

12.90%

Total Revenue with Wolfspeed RF

606.9

675.2

701.5

861.2

910.2

963.2

Growth %

14.50%

11.25%

3.90%

22.76%

5.69%

5.81%



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