XNAS · Technology · Semiconductors
Semtech Corp is a provider of high-performance semiconductors powering data center networking, Internet of Things ("IoT") connectivity, and cellular infrastructure solutions. The company designs, develops, manufactures, and markets a diverse portfolio of products for commercial applications, addressing the infrastructure, high-end consumer, and industrial end markets. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems, and Connected Services. The majority of the company's revenue is earned through the Analog Mixed Signal and Wireless segment. Geographically, the majority of the company's revenue is earned from the Asia Pacific region; the company also operates in North America and Europe.
Semtech delivered solid Q1 results with **$0.09 EPS beat** and revenue of **$291M** (+16% YoY), but conservative Q2 guidance of $278M-$288M suggests cautious semiconductor recovery ahead.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | Q1 2027 | 0.42 | 0.51 | +21.43% | $291.0M | ✅ Beat | +6.22% | +1.32% | — |
| 2026-03-16 | Q4 2026 | 0.37 | 0.44 | +18.92% | $274.4M | ✅ Beat | -1.12% | -14.02% | +4.80% |
| 2025-11-24 |
| Q3 2026 |
| 0.38 |
| 0.48 |
| +26.32% |
| $267.0M |
| ✅ Beat |
| — |
| — |
| — |
| 2025-08-25 | Q2 2026 | 0.35 | 0.41 | +17.14% | $257.0M | ✅ Beat | +0.39% | +13.25% | +17.31% |
| 2025-05-27 | Q1 2026 | 0.37 | 0.38 | +2.70% | $251.1M | ✅ Beat | — | — | — |
| 2025-03-13 | Q4 2025 | 0.32 | 0.40 | +25.00% | $251.0M | ✅ Beat | — | — | — |
| 2024-11-25 | Q3 2025 | 0.23 | 0.26 | +13.04% | $236.8M | ✅ Beat | — | — | — |
| 2024-08-27 | Q2 2025 | 0.09 | 0.11 | +22.22% | $215.4M | ✅ Beat | — | — | — |
Showing last 8 quarters.