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

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Earnings data Q4 2022

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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's (SMTC) differentiated growth drivers and diversification strategy are likely to drive fiscal first-quarter 2020 results. However, exposure to seasonality and competition remain concerns.

Semtech (SMTC) to Report Q1 Earnings: What's in the Offing?

Semtech's (SMTC) LoRa devices and wireless radio frequency technology will be integrated into Ineo-Sense's Clover-Core series of sensor products to track asset data.

Semtech's LoRa-Enabled Sensors to Track Crucial Asset Data

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

Semtech (SMTC) Up 1.4% Since Last Earnings Report: Can It Continue?

Semtech (SMTC) has witnessed a significant price decline in the past four weeks, and is seeing negative earnings estimate revisions as well.

Why Semtech (SMTC) Could Be Positioned for a Slump

Chipmaker Semtech late Wednesday said it narrowly beat Wall Street's targets for its fiscal fourth quarter report.

Semtech Earnings, Sales Edge Views For Fiscal Fourth Quarter

Semtech Corp (SMTC) CEO Mohan Maheswaran on Q4 2019 Results - Earnings Call Transcript

News for Semtech Stock (SMTC)