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 Corp. SMTC, -1.82% said late Friday its board appointed Mark Lin as the company's new chief financial officer to succeed Emeka Chukwu. The analog and mixed-signal chip maker said Lin's appointment becomes effective once he starts employment with the company, no later than Oct. 4.

Semtech announces Mark Lin as incoming CFO

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, announced today that its board of directors has appointed Mark Lin as Semtech's new executive vice president and chief financial officer, succeeding Emeka Chukwu in that role, effective when Mr. Lin commences employment with the company. Mr. Lin will join Semtech not later than October 4, 2023. “We are delighted to welcome to our executi.

Semtech Appoints Mark Lin As Executive Vice President and Chief Financial Officer

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, has announced that it has rescheduled the release of its financial results for its second quarter of fiscal year 2024. Previously scheduled for Thursday, Sept. 7, 2023, its financial results will now be issued, and its conference call will now occur, on Sept. 13, 2023. Results will be released through Business Wire and posted at www.semte.

Semtech Reschedules Second Quarter of Fiscal Year 2024 Conference Call to September 13, 2023

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, announced today that it has filed a Notification of Late Filing on Form 12b-25 with the Securities and Exchange Commission (“SEC”) as it has determined that it will be unable to file its Form 10-Q for the period ended July 30, 2023 (“Q2 Form 10-Q”) by its original due date of September 8, 2023. In addition, the Company will reschedule it.

Semtech Files Form 12b-25 and Will Reschedule Its Second Quarter of Fiscal Year 2024 Earnings Release and Conference Call

Semtech (SMTC) announces the production availability of FiberEdge GN1816 and GN1848 chipsets for multi-mode fiber applications.

Semtech (SMTC) Boosts FiberEdge Portfolio With New Chipsets

CAMARILLO, Calif.--(BUSINESS WIRE)--Highly linear short reach amplifier and laser driver enables high performance and low-cost optical transceivers for multi-mode fiber applications.

Semtech Announces Production Availability of Best-in-Class FiberEdge® Linear Transimpedance Amplifier and Laser Driver for Short Reach 400G and 800G Data Center Applications

American Eagle Outfitters

C3.ai

Guidewire Software

Zscaler

Investors will return from the Labor Day holiday with a smaller earnings calendar than in previous weeks, but this time with the advantage of having the stock market in an uptrend.

Earnings Calendar Includes AI Company, Cybersecurity Leader

Semtech (SMTC) partners with Oxit enabling device manufacturers to build a single device with multiple connectivity choices.

Semtech (SMTC) Boosts IoT System Offerings With Latest Deal

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, announced plans to release the financial results of its second quarter of fiscal year 2024 after the close of the market on Thursday, Sept. 7, 2023. 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) Thursday, Sept. 7, 2023, to discuss its second q.

Semtech Announces Second Quarter of Fiscal Year 2024 Conference Call

Semtech (SMTC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Semtech (SMTC) Q2 Earnings Expected to Decline

CAMARILLO, Calif.--(BUSINESS WIRE)--LoRa®-based sensors and gateways protect San Francisco's iconic Ghirardelli Square with real-time monitoring for leak detection.

Semtech and Kairos Implement Leak Detection Systems to Preserve Historic Ghirardelli Square Building

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today announced it is collaborating with Massive IoT service provider and integrator UnaBiz, to enable Sigfox 0G technology on Semtech's LoRa Edge™ and the next generation LoRa Connect™ platforms. This collaboration will enable customers to develop solutions that combine LoRaWAN® and Sigfox 0G technologies, providing global coverage for m.

Semtech Collaborates with UnaBiz to integrate Sigfox 0G Technology on Market-Leading LoRa® Platforms

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

Why Is Semtech (SMTC) Up 7% Since Last Earnings Report?

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today announced that Paul H. Pickle has joined the company as its president and chief executive officer. Mr. Pickle also joined Semtech's board of directors. In accordance with the terms of his employment agreement, Semtech granted Mr. Pickle a stock unit award covering 247,305 shares of Semtech common stock. Of the stock units awarded, 1.

Paul H. Pickle Joins Semtech As President And Chief Executive Officer

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today announced the appointment of Hong Q. Hou to the Company's board of directors, effective July 1, 2023. Dr. Hou has extensive experience in product and business development as well as operations management having served in numerous leadership roles at technology companies with large global footprints. Dr. Hou also will join the compen.

Semtech Adds Semiconductor Industry Leader to Board of Directors

Investors were impressed with the company's inaugural set of fiscal 2024 results. The company registered a first-quarter beat on the top line, and posted a surprise adjusted net profit.

Why Semtech Stock Zoomed Almost 6% Higher Today

Semtech's (SMTC) fiscal first-quarter 2024 results benefit from strength in the IoT System and industrial market.

Semtech (SMTC) Reports Q1 Earnings, Sales Surpass Estimates

Carvana

Markets seemed poised for a quiet open on Thursday morning. Carvana shares jumped after the company said preliminary numbers from the current quarter looked strong.

Things Are Looking Up for These 2 Beaten-Down Stocks

A new CEO is set to join the chip supplier which analysts say could result in aggressive actions around costs leading to a turnaround.

Semtech Stock Soars. It's Not Just a Surprise Profit That's Lifting Hopes.

Semtech Corporation (NASDAQ:SMTC ) Q1 2024 Earnings Call Transcript June 7, 2023 5:00 PM ET Company Participants Anojja Shah - VP of IR Emeka Chukwu - EVP and CFO Mohan Maheswaran - President and CEO Conference Call Participants Craig Ellis - B. Riley Securities FBR Scott Searle - Roth Capital Harsh Kumar - Piper Sandler Tore Svanberg - Stifel Quinn Bolton - Needham & Company Matthew Ramsay - Cowen Operator Greetings and welcome to the Semtech Corporation Conference Call to discuss the First Quarter Fiscal Year 2024 Financial Results.

Semtech Corporation (SMTC) Q1 2024 Earnings Call Transcript

Semtech (SMTC) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to earnings of $0.80 per share a year ago.

Semtech (SMTC) Q1 Earnings and Revenues Beat Estimates

Semtech Corp. SMTC, +1.54% shares rallied in the extended session Thursday after the analog and mixed-signal chipmaker swung to a surprise profit. Semtech shares surged as much as 14% after hours, following a 1.5% gain in the regular session to close at $22.43.

Semtech stock rallies more than 10% after surprise profit

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today reported unaudited financial results for its first quarter of fiscal year 2024, which ended April 30, 2023. Highlights for the First Quarter of Fiscal Year 2024 Net sales of $236.5 million, an increase of 41.2% sequentially and 17.0% year-over-year GAAP gross margin of 43.5% and Non-GAAP gross margin of 48.5% GAAP diluted loss per s.

Semtech Announces First Quarter of Fiscal Year 2024 Results

Howard Hughes

Impinj

TechTarget

Detection and removal of overpriced stocks is the key to a healthy portfolio. Stocks that investors may sell right away include HHC, PI, TTGT and SMTC.

4 Stocks Not Recommended for Your Portfolio (Revised)

CAMARILLO, Calif.--(BUSINESS WIRE)--The RClamp0822B delivers high-performance electrostatic discharge and surge protection for industrial, datacenter and telecommunications applications.

News for Semtech Stock (SMTC)