SMTC · Semtech Corp · Webcasts, Transcripts & Audio
$194.90
+8.31 (+4.45%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$16.98B
Shares
93.15M
Volume · Oct 2
4.92M
Avg daily vol (3M)
2.95M
Semtech Corp Webcasts
Earnings calls, investor updates, investor days and conferences for Semtech Corp (SMTC), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼8.9%
$177.62M
$22.75M
'23 Q3
22-11-30
▼12.1%
$167.51M
−$51.01M
'23 Q4
23-03-29
▲17%
$236.54M
−$29.41M
'24 Q1
23-06-07
▲13.9%
$238.37M
−$382.00M
'24 Q2
23-12-06
▲13.1%
$200.90M
−$38.25M
'24 Q3
23-12-06
▲15.2%
$192.95M
−$642.36M
'24 Q4
24-03-28
▼12.9%
$206.10M
−$23.16M
'25 Q1
24-06-05
▼9.7%
$215.35M
−$170.29M
'25 Q2
24-08-27
▲17.9%
$236.82M
−$7.59M
'25 Q3
24-11-25
▲30.1%
$251.00M
$39.14M
'25 Q4
25-03-13
▲21.8%
$251.06M
$19.34M
'26 Q1
25-05-27
▲19.6%
$257.59M
−$27.06M
'26 Q2
25-08-25
▲12.7%
$266.97M
−$2.86M
'26 Q3
25-11-24
▲9.3%
$274.36M
−$29.80M
'26 Q4
26-03-16
LATEST
▲15.9%
$291.02M
$26.56M
'27 Q1
26-05-26
Capital Markets Day
Investor event
2026-10-15
Semtech Corp (SMTC) October 2026 Capital Markets Day
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q2
2026-08-25
Semtech Corp (SMTC) Q2 2027 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-05-26
Semtech Corp (SMTC) Q1 2027 Earnings Call
Revenue
$291.02M
▲ 15.9% YoY Diluted EPS
$0.27
▲ 22.7% YoY Gross margin
52.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-03-16
Semtech Corp (SMTC) Q4 2026 Earnings Call
Revenue
$274.36M*
▲ 9.3% YoY Gross margin
50.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-11-24
Semtech Corp (SMTC) Q3 2026 Earnings Call
Revenue
$266.97M
▲ 12.7% YoY Diluted EPS
$-0.03
Gross margin
51.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-08-25
Semtech Corp (SMTC) Q2 2026 Earnings Call Transcript
Confident tone
LPO and 1.6T Roadmap
Data Center Growth
CopperEdge / ACC Cables
Revenue
$257.59M
▲ 19.6% YoY Diluted EPS
$-0.31
Gross margin
52.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-27
Semtech Corp (SMTC) Q1 2026 Earnings Call Transcript
Confident tone
Data center and AI infrastructure growth
LoRa and IoT connectivity
High-end consumer products (TVS, SurgeSwitch, PerSe)
Revenue
$251.06M
▲ 21.8% YoY Diluted EPS
$0.22
Gross margin
52.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-03-13
Semtech Corp (SMTC) Q4 2025 Earnings Call Transcript
Revenue
$251.00M*
▲ 30.1% YoY Gross margin
52.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-11-25
Semtech Corp (SMTC) Q3 2025 Earnings Call Transcript
Confident tone
CopperEdge and AI data center demand
Infrastructure end market
Q3 results and Q4 outlook
Revenue
$236.82M
▲ 17.9% YoY Diluted EPS
$-0.10
Gross margin
51.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-27
Semtech Corp (SMTC) Q2 2025 Earnings Call Transcript
Confident tone
Data Center / ACC Opportunity
AI-Driven Optical Connectivity
Leadership Transition
Revenue
$215.35M
▼ 9.7% YoY Diluted EPS
$-2.61
Gross margin
49.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-06-05
Semtech Corp (SMTC) Q1 2025 Earnings Call Transcript
Positive tone
Channel and End-Customer Inventories
Passive Optical Network (PON)
Data Center and AI Optical/Copper
Revenue
$206.10M
▼ 12.9% YoY Diluted EPS
$-0.36
Gross margin
48.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-03-28
Semtech Corp (SMTC) Q4 2024 Earnings Call Transcript
Positive tone
Industrial IoT Systems and modules
PON demand recovery
Gross margin and operating improvements
Revenue
$192.95M*
▲ 15.2% YoY Gross margin
-0.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-12-06
Semtech Corp (SMTC) Q3 2024 Earnings Call Transcript
Revenue
$200.90M
▲ 13.1% YoY Diluted EPS
$-0.60
▼ 266.7% YoY Gross margin
46.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-12-06
Semtech Corp (SMTC) Q2 2024 Earnings Call Transcript
Revenue
$238.37M
▲ 13.9% YoY Diluted EPS
$-5.97
▼ 837% YoY Gross margin
42.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-06-07
Semtech Corp (SMTC) Q1 2024 Earnings Call Transcript
Revenue
$236.54M
▲ 17% YoY Diluted EPS
$-0.46
▼ 178% YoY Gross margin
43.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-29
Semtech Corp (SMTC) Q4 2023 Earnings Call Transcript
Revenue
$167.51M*
▼ 12.1% YoY Gross margin
59.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-30
Semtech Corp (SMTC) Q3 2023 Earnings Call Transcript
Revenue
$177.62M
▼ 8.9% YoY Diluted EPS
$0.36
▼ 32.1% YoY Gross margin
64.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-31
Semtech Corp (SMTC) Q2 2023 Earnings Call Transcript
Revenue
$209.25M
▲ 13.1% YoY Diluted EPS
$0.81
▲ 62% YoY Gross margin
64.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-06-01
Semtech Corp (SMTC) Q1 2023 Earnings Call Transcript
Revenue
$202.15M
▲ 18.7% YoY Diluted EPS
$0.59
▲ 63.9% YoY Gross margin
63.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-03-16
Semtech Corp (SMTC) Q4 2022 Earnings Call Transcript
Revenue
$190.55M*
▲ 15.7% YoY Gross margin
61.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-12-01
Semtech Corp (SMTC) Q3 2022 Earnings Call Transcript
Revenue
$194.93M
▲ 26.5% YoY Diluted EPS
$0.53
▲ 89.3% YoY Gross margin
63.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-09-01
Semtech Corp (SMTC) Q2 2022 Earnings Call Transcript
Revenue
$185.00M
▲ 28.8% YoY Diluted EPS
$0.50
▲ 108.3% YoY Gross margin
62.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-06-02
Semtech Corp (SMTC) Q1 2022 Earnings Call Transcript
Revenue
$170.37M
▲ 28.4% YoY Diluted EPS
$0.36
▲ 140% YoY Gross margin
61.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-03-17
Semtech Corp (SMTC) Q4 2021 Earnings Call Transcript
Revenue
$164.67M*
▲ 19.3% YoY Gross margin
56.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-12-02
Semtech Corp (SMTC) Q3 2021 Earnings Call Transcript
Revenue
$154.08M
▲ 9.3% YoY Diluted EPS
$0.28
▲ 33.3% YoY Gross margin
61.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-26
Semtech Corp (SMTC) Q2 2021 Earnings Call Transcript
Revenue
$143.66M
▲ 4.7% YoY Diluted EPS
$0.24
▲ 700% YoY Gross margin
61.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-27
Semtech Corp (SMTC) Q1 2021 Earnings Call Transcript
Revenue
$132.70M
▲ 1% YoY Diluted EPS
$0.15
▼ 21.1% YoY Gross margin
60.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-03-11
Semtech Corp (SMTC) Q4 2020 Earnings Call Transcript
Revenue
$138.00M
▼ 13.8% YoY Diluted EPS
$0.04
▼ 80% YoY Gross margin
61.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2019-10-31
Semtech Corp (SMTC) Q3 2020 Earnings Call Transcript
Revenue
$141.01M
▼ 18.7% YoY Diluted EPS
$0.21
▼ 4.5% YoY Gross margin
61.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2019-07-31
Semtech Corp (SMTC) Q2 2020 Earnings Call Transcript
Revenue
$137.15M
▼ 16% YoY Diluted EPS
$0.03
▼ 92.5% YoY Gross margin
61.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-04-30
Semtech Corp (SMTC) Q1 2020 Earnings Call Transcript
Revenue
$131.35M
▲ 0.7% YoY Diluted EPS
$0.19
▼ 5% YoY Gross margin
61.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–31 of 31 webcasts