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

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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.

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CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC) (the “Company” or “Semtech”) today announced the pricing of its private offering of $300 million in aggregate principal amount of its 1.625% convertible senior notes due 2027 (the “Notes”) in a private placement (the “Offering”) to eligible purchasers under Rule 144A of the Securities Act of 1933, as amended (the “Securities Act”). The Offering was upsized from the previously announced offering of $250 million aggregate prin

Semtech Corporation Announces Upsize and Pricing of Private Offering of $300 Million of New Convertible Senior Notes

CAMARILLO, Calif.--(BUSINESS WIRE)-- #InternetofThings--New module now supports and provides global LoRaWAN® network coverage ideal for asset tracking applications in hazardous work environments

Semtech's LoRa Connect™ Enhances CWD Limited's Dual Combo Module Connecting IoT Devices to the Cloud

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC) (the “Company” or “Semtech”) today announced that, subject to market conditions, it intends to offer $250 million in aggregate principal amount of convertible senior notes due 2027 (the “Notes”) in a private placement (the “Offering”) to eligible purchasers under Rule 144A of the Securities Act of 1933, as amended (the “Securities Act”). Semtech also intends to grant the initial purchaser of the Notes an option to purchase,

Semtech Corporation Announces Proposed Private Offering of $250 Million of Convertible Senior Notes

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

Why Is Semtech (SMTC) Down 9.1% Since Last Earnings Report?

Kiwi Technology chooses Semtech's (SMTC) LoRa devices to connect with its gas meters for ensuring gas supply and infrastructure safety.

Semtech (SMTC) Bolsters Clientele With Kiwi's LoRa Selection

Sierra Wireless

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, confirmed today that the securityholders of Sierra Wireless, Inc. (Nasdaq: SWIR) (TSX: SW) (“Sierra Wireless”) have approved the acquisition (the “Acquisition”) of all of the outstanding shares of Sierra Wireless by 13548597 Canada Inc., a wholly-owned subsidiary of Semtech Corporation (the “Company”) by way of a st

Sierra Wireless Securityholders Approve Acquisition by Semtech Corporation

CAMARILLO, Calif.--(BUSINESS WIRE)--Kiwi Technology's Network Control Unit uses LoRaWAN® to connect and monitor gas meters in real time and potentially reduce gas leaks

Semtech's LoRa® Devices Featured in Kiwi Technology Gas Metering Solution

Semtech (SMTC) unveils two integrated circuit (IC) solutions, namely GN1300 and GN1400 transimpedance amplifiers, to boost its signal integrity solutions portfolio.

Semtech (SMTC) Boosts FiberEdge Platform With New Solutions

Semtech (SMTC) announces to unveil the next-generation Tri-Edge GN2559S receiver for high-performance computing, artificial intelligence and cloud data-center networks.

Semtech (SMTC) Upgrades Signal Integrity Suite With Tri-Edge Receiver

BASEL, Switzerland--(BUSINESS WIRE)--ECOC 2022 -- Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, today announced production of GN1700, Semtech's FiberEdge® linear transimpedance amplifiers (TIA) to enable emerging 50Gbps PAM4 5G front haul and mid haul deployments. The GN1700 is paired with Semtech's Tri-Edge™ GN2255 and GN2256 bidirectional clock data recovery (CDR) with driver ICs. “With the pro

Semtech Reveals Production of FiberEdge® Transimpedance Amplifiers (TIA) Integrated Circuit (IC) to Enable Industry's Best Chipset Performance for 5G Deployments

BASEL, Switzerland--(BUSINESS WIRE)--New ClearEdge® CDRs with integrated next generation DML driver offers best in class transmitter (Tx) performance for up to 10 km optical links

Semtech Unveils ClearEdge® 25G Quad CDR Transmitter for Data Center and Wireless Long-Reach Applications

BASEL, Switzerland--(BUSINESS WIRE)--The GN1300 and GN1400 transimpedance amplifiers (TIA) are optimized for low-cost PIN and APD receivers, respectively

Semtech Expands Specialized FiberEdge® Integrated Circuit (IC) Solutions for Use in Optical Modules for 5G Wireless X-haul Applications

BASEL, Switzerland--(BUSINESS WIRE)--The GN1848 is a quad 56GBd PAM4 VCSEL driver offering best-in-class performance and low cost for short-reach optical links

Semtech Releases FiberEdge® Linear Vertical-Cavity Surface-Emitting Laser (VCSEL) Driver for 400G and 800G Data Centers

BASEL, Switzerland--(BUSINESS WIRE)--The Tri-Edge™ GN2256, now in production, addresses 50Gbps PAM4 deployments suitable for 5G front haul deployments

Semtech Releases 50Gbps Tri-Edge™ CDR Integrated Circuit (IC) Solution

BASEL, Switzerland--(BUSINESS WIRE)--New chipset paves the way to 200G PAM4 per lane technology deployment to enable 1.6T and 3.2T optical module deployments

Semtech Announces Demonstration of Groundbreaking 200G per Lane FiberEdge® Physical Medium Dependent (PMD) Chipset at ECOC 2022

BASEL, Switzerland--(BUSINESS WIRE)--The GN1816 is a quad 56GBd PAM4 TIA offering best-in-class performance for short-reach optical links and high-density single mode fiber applications

Semtech Releases 250μm Channel Pitch FiberEdge® Linear Transimpedance Amplifier (TIA) for 400G and 800G Data Center Applications at ECOC 2022

BASEL, Switzerland--(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 Production Release of New Lower Power Tri-Edge™ 50G PAM4 CDR Receiver for 200G and 400G Data Center Applications

Coherent Corp

BASEL, Switzerland--(BUSINESS WIRE)--Collaboration accelerates 200G per lane deployment in power efficient and highly integrated optical solutions for data center applications

Semtech and Coherent Showcase 200G per Lane Laser Driver with 200G EML Optics at ECOC 2022

CAMARILLO, Calif.--(BUSINESS WIRE)--Solution boosts efficiency and reduces building management operation costs by 10%

Semtech Announces Intent Technologies and Nexity Group to Leverage LoRaWAN® for New Smart Building Platform

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, announced a new event with the investor community. Piper Sandler Growth Frontiers Conference Tuesday, Sept. 13 Nashville, TN 2 p.m. CDT – Fireside Chat Emeka Chukwu, chief financial officer The Conference will be webcast live. A webcast of the event will be accessible here. About Semtech Semtech Corporation is a lea

Semtech to Present at Upcoming Investor Event

Semtech's (SMTC) second-quarter fiscal 2023 results reflect strength in the LoRa business, the ClearEdge and Tri-Edge platform, and 10G PON products.

Semtech's (SMTC) Q2 Earnings and Sales Surpass Estimates

The chipmaker faces mounting challenges in the near term.

Why Semtech Stock Plunged Today

Two analysts downgrade the stock following Semtech's grim outlook for its fiscal third quarter.

Semtech Stock Suffers Worst Daily Decline Ever. It's Not Just the Weak Outlook.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading global supplier of high performance analog and mixed-signal semiconductors and advanced algorithms, announced its 20th collaboration with global OEM/ODM company, ProITAV for its latest OEM-customized AV-over-IP (AVoIP) design. Semtech's BlueRiver® technology is now used by over a third of ProITAV's customer base. “As the first ODM company to deploy Semtech's BlueRiver platform for ProAV solutions back in 2014, thi

Semtech Announces 20th BlueRiver® Collaboration with ProITAV

Semtech Corporation (NASDAQ:SMTC ) Q2 2023 Earnings Conference Call August 31, 2022 5:00 PM ET Company Participants Emeka Chukwu - Executive Vice President and Chief Financial Officer Mohan Maheswaran - President and Chief Executive Officer Conference Call Participants Tore Svanberg - Stifel Craig Ellis - B. Riley Richard Schafer - Oppenheimer Tristan Gerra - Baird Harsh Kumar - Piper Sandler Christopher Rolland - Susquehanna International Group Scott Searle - Roth Capital Operator Greetings and welcome to the Semtech Corporation Conference Call to discuss the Second Quarter Fiscal Year 2023 Financial Results.

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