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

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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.

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Shares of Semtech Co. NASDAQ: SMTC had been stuck in limbo until recently. For the past two years, the stock struggled to break out of its $20 to $30 price channel.

Semtech Stock's Breakout Could Have Another Leg Higher

Semtech Corporation (NASDAQ:SMTC ) Q1 2025 Earnings Conference Call June 5, 2024 5:00 PM ET Company Participants Mark Lin - Executive Vice President & Chief Financial Officer Paul Pickle - President & Chief Executive Officer Conference Call Participants Harsh Kumar - Piper Sandler Tore Svanberg - Stifel Quinn Bolton - Needham & Company Rick Schafer - Oppenheimer & Company Cody Acree - The Benchmark Company Tristan Gerra - Baird Craig Ellis - B. Riley Securities Scott Searle - ROTH Capital Partners Anthony Stoss - Craig-Hallum Operator Greetings.

Semtech Corporation (SMTC) Q1 2025 Earnings Call Transcript

The headline numbers for Semtech (SMTC) give insight into how the company performed in the quarter ended April 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Semtech (SMTC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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

Semtech Announces First Quarter of Fiscal Year 2025 Results

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

Semtech Announces First Quarter of Fiscal Year 2025 Conference Call

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CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech & Console Connect collaborate to expand connectivity coverage across Asia-Pacific for Semtech's AirVantage Smart Connectivity service.

Semtech Collaborates With Console Connect to Expand Connectivity Coverage in Asia-Pacific

Semtech (SMTC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Investors Heavily Search Semtech Corporation (SMTC): Here is What You Need to Know

In the closing of the recent trading day, Semtech (SMTC) stood at $31.51, denoting a +1.47% change from the preceding trading day.

Semtech (SMTC) Beats Stock Market Upswing: What Investors Need to Know

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Analysts See Semtech (SMTC) as a Buy: Should You Invest?

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Semtech (SMTC) partners with Skylo to integrate NTN capabilities into its HL LPWA series modules, strengthening its overall portfolio.

Semtech (SMTC) Upgrades LPWA Modules With Skylo Partnership

Semtech's (SMTC) fourth-quarter fiscal 2024 results benefit from strength in the IoT System and industrial market amid weakness in the Signal Integrity product line.

Semtech (SMTC) Reports Loss in Q4, Witnesses Y/Y Sales Growth

An analyst flagged the Internet of Things components specialist as a top pick. He feels it deserves a better reputation than it currently has.

Why Semtech Stock Was Soaring Higher This Week

Semtech Corp. (SMTC) Q4 2023 Earnings Call Transcript

Although the revenue and EPS for Semtech (SMTC) give a sense of how its business performed in the quarter ended January 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Semtech (SMTC) Q4 Earnings: A Look at Key Metrics

Semtech (SMTC) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to earnings of $0.47 per share a year ago.

Semtech (SMTC) Reports Q4 Loss, Tops Revenue Estimates

Semtech Corp.'s stock initially soared 17% before cooling a bit in extended trading Thursday after the company rang up better-than-expected sales and strong sales guidance for its current quarter.

Semtech's stock pops after sales hike shows business has ‘progressed from stable to growing'

Chipmaker Semtech posted mixed results for its fiscal fourth quarter but signaled growing end-market demand.

Semtech Stock Rises As Chipmaker Sees Improving End-Market Demand

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Fourth Quarter and Fiscal Year 2024 Results.

Semtech Announces Fourth Quarter and Fiscal Year 2024 Results

Semtech (SMTC) boosts its overall portfolio with its newly launched 5G wireless technologies, including Tri-Edge GN2256.

Semtech (SMTC) Boosts 5G Wireless Portfolio With New Launches

Semtech (SMTC) plans to showcase new products to highlight its advancement in Linear Pluggable Optics solutions, boosting its Signal Integrity segment.

Semtech (SMTC) to Aid Signal Integrity Segment With LPO Modules

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Elevates Global IoT Connectivity with HL78 Modules Enhanced by NTN Capabilities.

Semtech Elevates Global IoT Connectivity with HL78 Modules Enhanced by NTN Capabilities

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News for Semtech Stock (SMTC)