MACOM Technology Solutions Holdings, Inc.MTSI

MACOM Technology Solutions Holdings, Inc. Revenue Disclosure

10-KFiled Nov 14, 20252 min read
REVENUE
Disaggregation of Revenue
We disaggregate revenue from contracts with customers by markets and geography, as we believe it best depicts how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors.
The following tables present our revenue disaggregated by markets and geography (in thousands):
Fiscal Years
202520242023
Industrial & Defense$419,785 $351,639 $317,128 
Data Center292,836 197,875 146,982 
Telecom254,637 180,064 184,297 
 Total$967,258 $729,578 $648,407 
Fiscal Years
Revenue by Geographic Region202520242023
United States$422,857 $327,682 $313,353 
China274,627 177,696 129,875 
Asia Pacific, excluding China (1)111,498 89,294 90,673 
Other Countries (2)158,276 134,906 114,506 
Total$967,258 $729,578 $648,407 
(1)Asia Pacific primarily represents Japan, Singapore, South Korea and Taiwan.
(2)No country or region represented greater than 10% of our total revenue as of the dates presented, other than the United States, China and the Asia Pacific region as presented above.
Revenue by geographic region is aggregated by customer billing address.
Contract Balances
We record contract assets or contract liabilities depending on the timing of revenue recognition, billings and cash collections on a contract-by-contract basis. Our contract liabilities primarily relate to deferred revenue, including advanced consideration received from customers for contracts prior to the transfer of control to the customer, and therefore revenue is subsequently recognized upon delivery of products and services.
As of October 3, 2025, September 27, 2024 and September 29, 2023 our contract liabilities were $7.7 million, $5.3 million and $2.8 million, respectively. During the fiscal years ended October 3, 2025, September 27, 2024 and September 29, 2023, we recognized net sales of $2.3 million, $2.5 million and $3.8 million, respectively, that were included in the contract liabilities balance at the beginning of the period. The increase in contract liabilities during the fiscal year ended October 3, 2025 was primarily related to deferral of revenue for invoiced products and services prior to when certain of our customers obtained control of the product and or services.
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Historical Timeline

Fiscal YearFiled
2025Nov 14, 2025Showing above
2024Nov 12, 2024
2023Nov 13, 2023
2022Nov 14, 2022
2021Nov 15, 2021
2020Nov 18, 2020
2019Nov 26, 2019

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.

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