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

Semtech's (SMTC) fourth-quarter fiscal 2022 results reflect gains from strength in the LoRa business, the Tri-Edge platform, 10G PON products, 5G wireless and broad-based protection platforms.

Semtech's (SMTC) Q4 Earnings and Sales Surpass Estimates

CAMARILLO, Calif.--(BUSINESS WIRE)-- #AV--Semtech's AVXT™ technology integrated into Lightware's TPX devices for use in classrooms, auditoriums and conference rooms

Semtech Enhances Lightware's New TPX Devices With Its AVXT™ Technology

Semtech Corporation (SMTC) CEO Mohan Maheswaran on Q4 2022 Results - Earnings Call Transcript

Semtech (SMTC) delivered earnings and revenue surprises of 1.45% and 0.70%, respectively, for the quarter ended January 2022. Do the numbers hold clues to what lies ahead for the stock?

Semtech (SMTC) Q4 Earnings and Revenues Top Estimates

Semtech Corp. shares rose in the extended session Wednesday after the analog semiconductor maker's results and earnings outlook exceeded Wall Street estimates.

Earnings Results: Semtech stock rises as results, earnings outlook exceed Street view

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high-performance analog and mixed-signal semiconductors and advanced algorithms, today reported unaudited financial results for its fourth quarter and fiscal year 2022, which ended January 30, 2022. Highlights for the Fourth Quarter of Fiscal Year 2022 Net sales of $190.6 million, GAAP diluted EPS of $0.53 and non-GAAP diluted EPS of $0.70 Record GAAP and non-GAAP gross margins grew 310bps and 3

Semtech Announces Fourth Quarter and Fiscal Year 2022 Results

CAMARILLO, Calif.--(BUSINESS WIRE)--Next generation Tri-Edge™ CDR receiver offers ultra-low power, reduced latency and low cost for short reach and long reach optical links

Semtech Announces New Ultra-Low Power Tri-Edge™ 50G PAM4 CDR Receiver for 200G and 400G Data Center Applications

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Amplifier--Feature-rich chip delivers exceptional performance with 500μm pitch for QSFP-DD, OSFP and Chip on Board applications

Semtech Announces Availability of Reduced Channel Pitch FiberEdge® Linear Transimpedance Amplifier for 400G and 800G Data Center Applications

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Amplifier--Integration of CDRs with laser drivers enables lower power, reduced latency and lower cost for 50G per channel optical links up to 10km

Semtech Introduces Tri-Edge™ 50G PAM4 CDR Transmitters for Long Reach Data Center Applications

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Amplifier--The ClearEdge® GN2154 is a bidirectional CDR with an integrated single-ended EML driver for 25Gbps optical modules

Semtech Announces Production Release of a ClearEdge® Integrated Circuit Solution Enabling 5G Front Haul Deployments

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Amplifier--The ClearEdge® GN2504C is a unidirectional 4-channel 25Gbps CDR

Semtech Expands ClearEdge® Integrated Circuit Platform for Use in 5G Active Antenna Units and Baseband Units

CAMARILLO, Calif.--(BUSINESS WIRE)-- #5G--GN2255 is a bidirectional Tri-Edge™ CDR with integrated DML driver for 50Gbps SFP56 PAM4 5G wireless optical modules

Semtech Announces March 2022 Production of Industry's First 5G Front Haul Tri-Edge™ CDR IC Solution Enabling Emerging 5G Wireless Deployments

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (NASDAQ: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, announced plans to release the financial results of its fourth quarter of fiscal year 2022 after the close of the market on Wednesday, Mar. 16, 2022. The results will be released through Business Wire and posted at www.semtech.com. Semtech will host a conference call at 2 p.m. PT (5 p.m. ET) Wednesday, Mar. 16, 2022

Semtech Announces Fourth Quarter Fiscal Year 2022 Conference Call

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Chip--Smart Paddock's smart GPS ear tag, “Bluebell,” remotely monitors livestock via Semtech's LoRa® devices and the LoRaWAN® standard

Semtech Announces LoRaWAN® Integration for Smart Paddock's Smart Cattle Tracking Solution

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Chip--Cook Islands to feature a LoRaWAN® network for water and energy management, local street light operation and more

Semtech's LoRa® Devices and the LoRaWAN® Standard Provide Internet of Things Connectivity for ICTnexus Smart Islands Project

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Chip--Cloud-based platform uses the LoRaWAN® standard to monitor plants in real time

Semtech Collaborates With Communicate2Integrate for Smart Plant Care Solution, “Florja”

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Australia--Mounted on buoys, ICT International's Estuary Sensor Platform utilizes Semtech's LoRa® devices to monitor oyster health

Semtech Announces Integration of LoRaWAN® in ICT International's Oyster Farming Solution

A reader posed this notion after looking at our article comparing Biotech Developer stocks.

Semiconductor Stocks: Semtech Corp. Said To Be The Best Wealth Builder Now

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Chip--Ontex's smart diaper tag, Orizon, utilizes LoRaWAN® connectivity to alert caregivers when pad needs to be changed

Semtech's LoRa® Devices and Ontex Enhance Smart Hospitals and Elder Care

Semtech (SMTC) announces that the BlueRiver technology has been incorporated into Analog Way's SDVoE compatible input and output cards.

Semtech (SMTC) Partners Analog Way for BlueRiver Technology

CAMARILLO, Calif.--(BUSINESS WIRE)-- #AnalogWay--New SDVoE™ input and output cards benefit from BlueRiver for multi-screen and video wall processor applications

Semtech's BlueRiver® Offers SDVoE™ Compatibility for Analog Way's LivePremier™ Presentation Systems

Semtech (SMTC) collaborates with Lacuna to increase the coverage and resilience of the LoRaWAN connectivity.

Semtech (SMTC) & Lacuna Partner for LoRaWAN Connectivity

Semtech (SMTC) strengthens its portfolio with the release of software updates for LoRa integrated circuits and gateways.

Semtech's (SMTC) Latest LoRa Updates to Boost IoT Deployments

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Chip--New solution from Tencent Cloud utilizes Semtech's LoRa Cloud™ for users to connect Internet of Things devices to the Cloud immediately

Semtech Announces Integration of LoRa Edge™ Geolocation Service Into Tencent's Cloud IoT Explorer

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Chip--Companies to collaborate to accelerate Internet of Things (IoT) adoption with affordable and simplified connectivity

News for Semtech Stock (SMTC)