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.

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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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REYAX Technology upgrades its new antenna transceiver module, the REYAX RYLR998, with Semtech's (SMTC) LoRa devices.

Semtech (SMTC) Expands Customer Base With Hi-Tech LoRa Modem

CAMARILLO, Calif.--(BUSINESS WIRE)-- #InternetofThings--The RYLR998 is ideal for use in smart homes, smart agriculture and more

Semtech's LoRa® Devices Integrated Into REYAX Technology's New Antenna Transceiver Module

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CAMARILLO, Calif.--(BUSINESS WIRE)--Per CITiLIGHT, the VELOCITi LMS smart lighting platform has saved 1.29 billion kWh of energy through smart street lighting implementation with LoRaWAN

Semtech and CITiLIGHT Transform Smart City Street Lighting With LoRaWAN®

MELVILLE, N.Y. , May 4, 2022 /PRNewswire/ -- Micross Components, Inc. ("Micross"), a leading global provider of mission-critical microelectronic components and services for high-reliability aerospace, defense, space, medical, energy, industrial, and other applications announced the expansion of its Hi-Rel Components business with the acquisition of the High-Reliability Discrete Diodes and Assemblies business of Semtech Corporation (NASDAQ: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors.

Micross Expands Hi-Rel Components Offering with the Acquisition of the High-Reliability Discrete Diodes and Assemblies Business of Semtech Corporation

Acquisition Further Expands and Differentiates Micross' High-Reliability Product Manufacturing Capabilities MELVILLE, N.Y. , May 3, 2022 /PRNewswire/ -- Micross Components, Inc. ("Micross" or the "Company"), a leading provider of high-reliability microelectronic product and service solutions for aerospace, defense, space, medical and industrial applications and a portfolio company of Behrman Capital, today announced the acquisition of the High-Reliability Discrete Diodes and Assemblies business of Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms.

Micross Acquires High-Reliability Discrete Diodes and Assemblies Business of Semtech Corporation

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, announced today it has completed the divestiture of its high reliability discrete diodes and assemblies business to Micross Components, Inc. for $30 million in an all-cash transaction. Fiscal year 2022 revenue for this business was approximately $14 million. All employees will be retained by Micross Components and c

Semtech Completes Divestiture of High Reliability Discrete Diodes and Assemblies

Vishay Intertechnology

Growing demand for semiconductors is likely to help stocks like Analog Devices (ADI), Semtech Corporation (SMTC), Vishay Intertechnology, Inc. (VSH) and Sumco Corporation (SUOPY) in the near term.

Semiconductor Revenues to Hit Record High: 4 Stocks to Buy

SMTC is arguably doing better than ever business-wise, but you wouldn't be able to tell based on how the stock has underperformed in 2022. The stock has lost a third of its value YTD, but recent chart patterns suggest it may soon be time to get back in.

Semtech Corporation May Have Found Support

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, today announced Julie McGee has joined the Company as senior vice president and chief marketing officer. In this role, she is leading corporate marketing and investor relations. Ms. McGee joins Semtech from Intel Corp., where she held several executive leadership positions in finance, marketing, business strategy, a

Semtech Names Julie McGee as Chief Marketing Officer

Semtech (SMTC) adds multi-band features to the LoRa Edge device-to-Cloud geolocation platform, LoRa Edge, to focus on the challenges faced by the logistics industry.

Semtech's (SMTC) New LoRa Edge LR1120 Strengthens Portfolio

CAMARILLO, Calif.--(BUSINESS WIRE)-- #InternetofThings--The new LoRa Edge™ LR1120 enables satellite-based networks and simplifies terrestrial network interoperability

Semtech Extends LoRa Edge™ Platform to Support Seamless Worldwide Asset Tracking

Semtech (SMTC) announces the integration of its BlueRiver technology into Jam Lab's surgical displays to provide better quality video to surgeons working in operating rooms.

Semtech (SMTC) Partners Jam Labs for BlueRiver Technology

CAMARILLO, Calif.--(BUSINESS WIRE)-- #4K--Semtech provides a Software Defined Video over Ethernet™ single chip solution for healthcare settings

Semtech's BlueRiver® Platform Provides Near-Zero Latency Video for JAM-Labs Surgical Displays

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Semtech's (SMTC) LoRa devices & LoRaWAN standard are incorporated into Enthu Technology Solutions and Xorowin Mechatronics' SIPOAL to provide constant real-time connectivity for industrial use cases.

Semtech (SMTC) Expands Customer Base With LoRa Selection

CAMARILLO, Calif.--(BUSINESS WIRE)-- #Controller--Advancing smart factories, SIPOAL is a smart single point lubricator leveraging LoRaWAN® for constant real-time connectivity

Semtech's LoRa® Devices and the LoRaWAN® Standard Integrated Into Self-Powered Electromechanical Controller by Enthu Tech and Xorowin Mechatronics

Semtech (SMTC) and Vutility collaborate for the integration of the formers's LoRa solutions to Vutility's HotDrop solution to provide better energy monitoring of a facility.

Semtech's (SMTC) LoRa Chosen by Vutility for Energy Monitoring

CAMARILLO, Calif.--(BUSINESS WIRE)-- #HotDrop--Internet of Things (IoT)-enabled ‘HotDrop' from Vutility provides real-time energy data with LoRaWAN®

Semtech's LoRa® Devices and the LoRaWAN® Standard Serve as “IoT Backbone” of New Vutility Energy Monitoring System

The average of price targets set by Wall Street analysts indicates a potential upside of 31.2% in Semtech (SMTC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts See a 31% Upside in Semtech (SMTC): Can the Stock Really Move This High?

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.

News for Semtech Stock (SMTC)