SMTC · Semtech Corp
$140.35
+6.77 (+5.07%)
At close · Aug 14
Market Cap
$13.04B
Shares
93.15M
Semtech Corp Earnings Call Transcripts
Every quarterly earnings call for Semtech Corp (SMTC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲13.1%
$209.25M
$51.60M
'23 Q2
22-08-31
▼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
Earnings call
FY27 · Q1
2026-05-26
Semtech Corp Q1 FY2027 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 Q4 FY2026 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 Q3 FY2026 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 Q2 FY2026 Earnings Call
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 Q1 FY2026 Earnings Call
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 Q4 FY2025 Earnings Call
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 Q3 FY2025 Earnings Call
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 Q2 FY2025 Earnings Call
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 Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q4 FY2022 Earnings Call
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 Q3 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
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 Q3 FY2021 Earnings Call
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 Q2 FY2021 Earnings Call
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 Q1 FY2021 Earnings Call
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 Q4 FY2020 Earnings Call
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 Q3 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 Q1 FY2020 Earnings Call
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 1–29 of 29 earnings calls
Key facts
CIK
88941
CUSIP
816850101
13F (30d)
551 filings
539 filers
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