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 Q1 2022

Earnings data Q2 2022

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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

Earnings data Q4 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.

Semtech surpasses Q3 expectations, eyes growth in key segments

Semtech's Q3 performance exceeded expectations with strong sales and margin growth
Strategic focus on customer engagement, operational excellence, and debt reduction
Opportunities lie in continued segment growth, product innovation, and market adoption
Challenges include maintaining momentum, balancing investments, and competitive pressures

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

Why Is Semtech (SMTC) Up 2.2% Since Last Earnings Report?

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With SMTC positioned to capitalize on AI-driven infrastructure needs and expanding IoT applications, the stock is poised for sustained growth in 2025 and beyond.

Is Semtech Stock Still Worth Buying After Its 190% YTD Rally?

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Semtech (SMTC) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Looking for a Growth Stock? 3 Reasons Why Semtech (SMTC) is a Solid Choice

Semtech Co. NASDAQ: SMTC makes analog and mixed-signal chips that enable optical data transmission, sensing, and advanced high-speed connectivity solutions. Its products are used in consumer electronics, infrastructure, industrial applications, data centers, and Internet of Things (IoT) systems.

Semtech Stock Climbs as AI Boom Drives Turnaround Success

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Full Exercise of Greenshoe Option and Closing of Public Offering.

Semtech Announces Full Exercise of Greenshoe Option and Closing of Public Offering

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Pricing of $575 Million Public Offering of Common Stock.

Semtech Announces Pricing of $575 Million Public Offering of Common Stock

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Proposed Public Offering of Common Stock.

Semtech Announces Proposed Public Offering of Common Stock

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The emerging story from the industrial semiconductor market is that these companies are exiting a global inventory correction, and Semtech NASDAQ: SMTC is among the best positioned. Its results prove its market-leading position by resuming growth in Q3, at least a quarter sooner than others are expected to do, and the guidance compounds this.

Semtech Stock Leads Industrial Semiconductors' Comeback

Semtech (SMTC) possesses solid growth attributes, which could help it handily outperform the market.

3 Reasons Why Semtech (SMTC) Is a Great Growth Stock

SMTC's strong Q3 results reflect benefits from impressive top-line growth across segments and product lines.

Semtech Q3 Earnings Beat: Can Strong Guidance Lift the Stock?

Semiconductor stock Semtech Corp (NASDAQ:SMTC) is soaring today, up 16% at $61.99 at last check, and earlier traded as high as $63.63, after the company announced better-than-expected third-quarter results and lifted its current-quarter revenue forecast.

Chip Stock Hits 2-Year Highs on Beat-and-Raise

Semtech Corporation SMTC reported better-than-expected third-quarter financial results and issued fourth-quarter guidance with its midpoint above estimates.

Semtech Analysts Raise Their Forecasts After Upbeat Earnings

Semtech delivered an Inflection quarter, showing strong revenue growth and improved gross margins, positioning it for a successful turnaround under new CEO leadership. Despite a hefty $1 billion net debt, Semtech's innovative products in high-growth markets like data centers and IoT drive compelling fundamentals and future cash flow potential. The stock is priced at 33x forward free cash flow, which is fair given the expected +30% y/y revenue growth and potential $200 million EBITDA.

Semtech Q3 Earnings: Turnaround Story With Strong Fundamentals (Rating Upgrade)

Semtech Corporation (NASDAQ:SMTC ) Q3 2025 Earnings Conference Call November 25, 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 Harsh Kumar - Piper Sandler Cody Acree - The Benchmark Company Tore Svanberg - Stifel Tristan Gerra - Baird Scott Searle - Roth Capital Partners Craig Ellis - B. Riley Securities Christopher Rolland - Susquehanna International Group Operator Good day, and thank you for standing by.

Semtech Corporation (SMTC) Q3 2025 Earnings Call Transcript

Semtech (SMTC) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.02 per share a year ago.

Semtech (SMTC) Tops Q3 Earnings and Revenue Estimates

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Third Quarter of Fiscal Year 2025 Results.

Semtech Announces Third Quarter of Fiscal Year 2025 Results

Semtech Corporation's fiscal Q3 2025 results are likely to benefit from strength across the Signal Integrity and Analog Mixed Signal & Wireless product lines.

SMTC Set to Report Q3 Earnings: What's in Store for the Stock?

Evaluate the expected performance of Semtech (SMTC) for the quarter ended October 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Stay Ahead of the Game With Semtech (SMTC) Q3 Earnings: Wall Street's Insights on Key Metrics

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

Semtech Announces Upcoming Investor Conference

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Third Quarter of Fiscal Year 2025 Conference Call.

News for Semtech Stock (SMTC)