Can MACOM (MTSI) Elevating an Operations Veteran to COO Unlock Better Execution and Margins?

Simply Wall St.12-09

MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2590399279?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100","is_english":true,"pubTime":"2025-12-09 09:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2590399279","market":"sg","top_or_hot":-1,"title":"Can MACOM (MTSI) Elevating an Operations Veteran to COO Unlock Better Execution and Margins?","media":"Simply Wall St.","content":"<div>\n<p>MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations,...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-mtsi/macom-technology-solutions-holdings/news/can-macom-mtsi-elevating-an-operations-veteran-to-coo-unlock\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can MACOM (MTSI) Elevating an Operations Veteran to COO Unlock Better Execution and Margins?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan MACOM (MTSI) Elevating an Operations Veteran to COO Unlock Better Execution and Margins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-09 09:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-mtsi/macom-technology-solutions-holdings/news/can-macom-mtsi-elevating-an-operations-veteran-to-coo-unlock><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations,...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-mtsi/macom-technology-solutions-holdings/news/can-macom-mtsi-elevating-an-operations-veteran-to-coo-unlock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1992135399.USD","symbol_name":"Allianz Global Intelligent Cities AT Acc USD","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mtsi/macom-technology-solutions-holdings/news/can-macom-mtsi-elevating-an-operations-veteran-to-coo-unlock","article_id":"2590399279","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mtsi/macom-technology-solutions-holdings/news/can-macom-mtsi-elevating-an-operations-veteran-to-coo-unlock","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2590399279","pubTimestamp":1765242859,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations, manufacturing, supply chain and operational strategies.\nThis move elevates an internal veteran with deep knowledge of MACOM’s fabs and processes at a time when efficient execution is central to its growth plans.\nNext, we’ll examine how Dennehy’s promotion to COO shapes MACOM’s investment...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4141":"半导体产品","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MTSI":"MACOM Technology Solutions Holdings, Inc.","COO":"库珀医疗","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4198":"医疗保健用品"},"translate_title":"MACOM(MTSI)将运营资深人士提升为首席运营官能否带来更好的执行力和利润？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MTSI":1.5,"COO":1.5},"content_text":"MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations, manufacturing, supply chain and operational strategies. This move elevates an internal veteran with deep knowledge of MACOM’s fabs and processes at a time when efficient execution is central to its growth plans. Next, we’ll examine how Dennehy’s promotion to COO shapes MACOM’s investment narrative around execution, margins, and long-term growth potential. Uncover the next big thing with financially sound penny stocks that balance risk and reward.AdvertisementMACOM Technology Solutions Holdings Investment Narrative RecapTo own MACOM, you need to believe its focus on high speed optical, RF and mixed signal chips will translate into profitable growth as AI, 5G and defense demand scale. Dennehy’s promotion to COO shores up the execution side of that thesis, but does not materially change the near term balance between the key catalyst of RTP fab ramp progress and the major risk around margin headwinds and volatile data center and telecom demand. Among recent developments, the strong Q4 2025 results and slightly better than expected revenue showed MACOM executing well even as it remains unprofitable for the full year. That backdrop makes Dennehy’s expanded remit over global operations, manufacturing and supply chain particularly relevant, as investors are watching whether RTP capacity and yield improvements can turn current gross margin pressure into the kind of margin expansion that would support the long term growth story. Yet beneath the operational promotion, investors should be aware of how much now rests on the RTP fab and its execution... Read the full narrative on MACOM Technology Solutions Holdings (it's free!)MACOM Technology Solutions Holdings' narrative projects $1.2 billion revenue and $586.5 million earnings by 2028. This requires 11.2% yearly revenue growth and a $656.4 million earnings increase from -$69.9 million today.Uncover how MACOM Technology Solutions Holdings' forecasts yield a $184.79 fair value, in line with its current price.Exploring Other PerspectivesMTSI Earnings & Revenue Growth as at Dec 2025 Two fair value estimates from the Simply Wall St Community span a wide range of US$114.66 to US$184.79, underscoring how differently investors are modeling MACOM’s prospects. You should weigh those views against the execution risk around turning the RTP fab from a margin headwind into a margin tailwind, which could have a meaningful impact on future profitability.Explore 2 other fair value estimates on MACOM Technology Solutions Holdings - why the stock might be worth 38% less than the current price!Build Your Own MACOM Technology Solutions Holdings NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your MACOM Technology Solutions Holdings research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.Our free MACOM Technology Solutions Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate MACOM Technology Solutions Holdings' overall financial health at a glance.Curious About Other Options?Every day counts. These free picks are already gaining attention. See them before the crowd does:Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 36 best rare earth metal stocks of the very few that mine this essential strategic resource.Outshine the giants: these 27 early-stage AI stocks could fund your retirement.Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590399279","isCrawlerRequest":true}