Semtech

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. The firm operates through the following business segments: Protection, Signal Integrity, and Wireless & Sensing. It offers signal integrity, protection, wireless and sensing, and power and high-reliability products. The company was founded in 1960 and is headquartered in Camarillo, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

SMTC reports strong Q1 performance, anticipates base station growth

SMTC's Q1 performance reflects strong revenue growth and exceeded earnings guidance. While facing challenges in certain end markets, the company demonstrated strength in the industrial segment and cost management. Opportunities lie in base station growth, cloud platform integration, and smart home connected spaces.

SMTC reports solid Q2 performance, anticipates revenue growth opportunities

SMTC's Q2 performance met net sales guidance, with strengths in Signal Integrity and Advanced sensing products. However, challenges lie in the softer demand environment and declining IoT systems. Opportunities include potential revenue growth, recovery of routers, and reimagining the execution plan for IoT. The company aims to discuss new long-term targets at an Analyst Day in the future.

Semtech meets Q3 expectations, eyes PON leadership and IoT market

Semtech's Q3 performance met expectations, driven by growth in infrastructure and high-end consumer net sales, while facing challenges in the industrial segment. The company's strengths lie in improved gross margin, strong cash balance, and strategic vision for growth. Opportunities include leading the PON space, capturing the IoT market, and financial optimization.

Semtech reports record FY '23 revenue amidst challenges and opportunities

Semtech's FY '23 performance reflects growth and challenges, with a focus on cost management and revenue diversification.
Opportunities lie in geographic expansion, gross margin improvement, and strategic acquisitions for future growth.
Challenges include weak demand environment, debt reduction focus, and headwinds in specific product segments.
Overall, Semtech aims for continued margin expansion and operational efficiency amidst market uncertainties.

Semtech reports robust Q1 earnings, eyes IoT growth and cost efficiency

Semtech's Q1 performance reflects strong revenue growth and operational efficiency improvements, despite macroeconomic challenges, showcasing resilience and adaptability.
Strategic focus on IoT business growth, cost management, and market expansion opportunities position Semtech for sustained profitability and market leadership in the semiconductor sector.
Challenges in consumer market revenue and inventory management underscore the need for strategic shifts and proactive measures to capture emerging opportunities and drive revenue growth.

Semtech exceeds Q2 expectations, navigates challenges for future growth

Semtech's Q2 performance reflects resilience amidst challenges, with a focus on operational efficiency and cost control.
While facing a softer demand environment and financial pressures, Semtech is strategically realigning operations for future growth.
The company's proactive approach to managing costs, optimizing operations, and exploring growth opportunities positions it well for the future.

Semtech exceeds Q3 earnings expectations, focuses on IoT growth

Semtech's Q3 performance showed strength in infrastructure and high-end consumer segments, offset by challenges in the industrial market.
Opportunities lie in IoT solutions, cellular backhaul, and strategic focus on module products for higher-margin sales.
Challenges include industrial sales decline, LoRa business hurdles, and ongoing cost-cutting efforts for future investments.
Overall, Semtech's strategic vision towards IoT solutions and market capture presents growth potential amid market challenges.

Semtech exceeds Q4 sales, eyes growth in PON and Sierra

Semtech's Q4 performance showed resilience with varied segment outcomes.
While facing challenges like impairment charges, opportunities in PON and Sierra business are promising.
Management's caution on stock buybacks and growth projections provide a balanced outlook.
Overall, Semtech's strategic moves position it for recovery and future growth.

Semtech reports strong Q1 performance, eyes growth opportunities ahead

Semtech's Q1 FY '25 performance was strong, with growth in key segments and positive financial indicators, positioning the company well for future opportunities.
While facing challenges in certain segments, Semtech's focus on active copper cables, Signal Integrity, and growth markets like China and LoRa offer avenues for expansion.
The company's strategic outlook, including gross margin catalysts and expectations for recovery in various business modules, sets the stage for continued growth and financial stability.

Semtech reports strong Q2 results and optimistic Q3 guidance

Semtech's Q2 performance reflects growth across key segments and a positive outlook for Q3.
The company's strengths in diversified revenue streams and operational efficiency position it well.
Challenges include competitive pressures and the need for continuous innovation.
Opportunities lie in emerging segments, collaborations, and market expansion for future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Reaffirms Commitment to Sustainability at Electronica 2024.

Semtech Reaffirms Commitment to Sustainability at Electronica 2024

NVIDIA

Taiwan Semiconductor Manufacturing

Stocks like NVDA, TSM and SMTC are poised to benefit from the soaring demand for semiconductors.

AI Optimism Driving Semiconductor Sales: 3 Stocks With Room to Run

Alcoa

GE Vernova LLC

Incyte

RadNet

TG Therapeutics

Vertex Pharmaceuticals

None of our picks is Nvidia or Amazon or Tesla. Investors may wish to widen the aperture to find the best stocks for outsize earnings growth.

Hunting For Magnificent Growth Next Year? Check Out These 7 Stocks.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Upcoming Investor Conferences.

Semtech Announces Upcoming Investor Conferences

Advanced Micro Devices

Broadcom

Coherent Corp

CrowdStrike

Monolithic Power Systems

Micron Technology

ServiceNow

Synopsys

Tech stocks are the market's engine of growth. But what defines a tech stock?

The Best Tech Stocks to Buy

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a highperformance semiconductor, IoT systems and cloud connectivity service provider, today announced expansion of its AirVantage® Smart Connectivity Advanced solution to include VoLTE service in the U.S. and Europe. VoLTE enables seamless usage across data, SMS, and voice services required in applications among the healthcare, security, and smart city infrastructure segments. Transforma Insights projects that approximately.

Semtech Expands Smart Connectivity Advanced VoLTE Coverage

Sweetgreen

Subscribers to  Chart of the Week  received this commentary on Sunday, October 6.

Are Small Caps a Sleeping Giant Right Now?

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Board Chair, Ye Jane Li, Selected as 2024 NACD Directorship 100™ Honoree.

Semtech Board Chair, Ye Jane Li, Selected as 2024 NACD Directorship 100™ Honoree

Stocks like TSM, SMTC and NVDA are poised to benefit from the growing demand for semiconductors.

Semiconductor Sales Soar on Surging Demand: 3 Stocks With Upside

SMTC's product upgrades across the infrastructure market make the stock attractive. However, softness in the Industrial end market is a concern.

Semtech Shares Hit 52-Week High: Will the Bull Run Continue?

Semtech (SMTC) reported earnings 30 days ago. What's next for the stock?

Why Is Semtech (SMTC) Up 11.9% Since Last Earnings Report?

Semtech's expanding portfolio offerings for the infrastructure end market bode well for its prospects despite weakness in the industrial end market.

Can SMTC's Strong 5G Infrastructure Portfolio Push the Stock Higher?

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, announced its collaboration with Traxmate, a leading global IoT tracking platform provider, to offer a seamless indoor and outdoor asset tracking solution. Combining Traxmate's precise location and tracking services with Semtech's low-power, location-aware LoRa Edge platform, the hybrid solution provides unmatched efficiency for position.

Semtech and Traxmate Enable Precision IoT Asset Tracking

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, today announced availability of its one-channel LoRaWAN hub reference design and evaluation kit targeting smaller scale network deployments such as for SMB/SME and smart home applications. Recent insights from Omdia predict LoRaWAN to have the greatest annual growth, at 30% over the 2023–30 forecast period. “It is a comparatively recent.

Semtech Expands LoRaWAN® Reach in SMB and Smart Home

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, today announced sampling of GN2255S, its next generation Tri-Edge™ 50 Gbps clock and data recovery (CDR) with integrated DML driver for SFP56 50G PAM4 bidirectional (BiDi) and CWDM6 optical modules. As part of the industry's only analog solutions for 50 Gbps fronthaul, the new CDR can lead to simpler, potentially more power-efficient des.

Semtech Accelerates 5G-Advanced Infrastructure Buildouts

SMTC's product innovation with a focus on fast-growing segments makes the stock worth investing. However, stretched valuation keeps investors on the sidelines.

Semtech Shares Rise 94% YTD: Is it Too Late to Buy the Stock?

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, announced that Raza Khan, product marketing director for Semtech and chief marketing officer of Mobile Optical Pluggable Alliance (MOPA), will present at the 50th European Conference on Optical Communications (ECOC) taking place in Frankfurt, Germany from September 22 to 26, 2024. Latency variation in wireless fronthaul remains highly cr.

Semtech Explores Scalable Analog Path For 6G Fronthaul at ECOC 2024

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider today announced availability of its latest PON-X solutions, the GN25L81 2.5G combo chip and the GN25L42 2.5G burst mode PIN transimpedance amplifier (Super TIA) devices for 2.5G PON FTTR Optical Line Terminal (OLT) applications. FTTR represents the next evolution of fixed broadband, as global demand for reliable high-speed connectivity co.

Semtech Eases FTTR Broadband Deployments

In a market led by chip stocks, the Magnificent Seven, and AI, it's natural to want to find what might be the next big name in technology. Semtech NASDAQ: SMTC is a small to mid-cap firm in the semiconductor industry that specifically focuses on the Internet of Things (IoT) part of the market.

Could Semtech Be the Next Big Thing in IoT and Smart Cities?

Applied Materials

Stocks like TSM, NVDA, AMAT and SMTC will gain from the soaring semiconductor sales.

Soaring Demand Boosting Semiconductor Sales: 4 Stocks to Gain

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, today announced expansion of its distribution footprint in Canada with GetWireless, a leading value-added distributor of cellular solutions that connect the Internet of Things (IoT). “GetWireless welcomes the opportunity to continue growing with Semtech, formerly known as Sierra Wireless, and bring their IoT solutions and portfolio to Ca.

Semtech Expands Canadian Distribution Footprint with GetWireless

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Optical Expert To Present at IFOC 2024.

Semtech Optical Expert To Present at IFOC 2024

The headline numbers for Semtech (SMTC) give insight into how the company performed in the quarter ended July 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Semtech (SMTC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

SMTC's second-quarter fiscal 2025 results benefit from strength across the industrial and consumer markets amid weakness in the industrial market.

Semtech Q2 Earnings Beat: Can Positive Q3 Guidance Lift Shares?

Semtech Corporation (NASDAQ:SMTC ) Q2 2025 Earnings Conference Call August 27, 2024 5:00 PM ET Company Participants Mark Lin - Executive Vice President & Chief Financial Officer Hong Hou - President & Chief Executive Officer Conference Call Participants Quinn Bolton - Needham & Company Tore Svanberg - Stifel Christopher Rolland - Susquehanna Harsh Kumar - Piper Sandler Scott Searle - ROTH Capital Partners Craig Ellis - B. Riley Securities Gus Richard - Northland Capital Operator Greetings and welcome to the Semtech Corporation Second Quarter Fiscal Year 2025 Earnings Call.

News for Semtech Stock (SMTC)