Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented ...
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Est. EPS $1.06 · Revenue $410.62M · 10 analysts
Est. EPS $3.47 · Revenue $1.49B · 10 analysts
Est. EPS $1.20 · Revenue $439.13M · 10 analysts
Est. EPS $1.27 · Revenue $433.61M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.1B | +15.5% | +17.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-40.4M | +75.0% | +504.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +51.6% | +2.9% | +3.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +12.7% | +87.6% | +54.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -3.8% | +78.4% | +414.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $159.7M | +264.8% | +119.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +15.2% | +215.9% | +86.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 90.5% | -12.0% | -18.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.37x | +14.8% | -28.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.4B | -0.6% | +14.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.46 vs 1.70 | -127.1% | 1.59 vs 1.06 | +50.6% |
| Revenue Surprise | $1.1B vs $1.0B | +0.1% | $341.9M vs $410.6M | -16.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Walsh Paul V Jr | director | Common Stock | D | 500 | $135.48 |
| Aug 17, 2026 | Silberstein Asaf | officer: EVP and COO | Common Stock | D | 5,000 | $150.00 |
| Aug 7, 2026 | HOU HONG Q | director, officer: President and CEO | Common Stock | D | 2,000 | $140.00 |
| Jul 22, 2026 | Walsh Paul V Jr | director | Common Stock | D | 500 | $133.07 |
| Jul 14, 2026 | Silberstein Asaf | officer: EVP and COO | Common Stock | D | 3,000 | $145.04 |
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's Second Quarter 2027 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference call is being recorded. I would now like to hand the conference over to Mitch Haws, Senior Vice President of Investor Relations for Semtech. Please go ahead. Mitchell Haws: Thank you, and welcome to Semtech's Second Quarter 2027 Financial Results Conference Call. Participants on today's conference call are Hong Hou, President and Chief Executive Officer; and Mark Lin, Executive Vice President and Chief Financial Officer. Before we begin the prepared remarks, I would like to highlight upcoming investor events, including the Citibank Global TMT Conference on September 8 and the Benchmark TMT and JPMorgan Rising Tech Leaders Forum, both on September 10 in New York City. In addition, we hope you'll attend our investor event in San Jose on October 15 and during which we'll provide an in-depth overview of Semtech's strategy, differentiated technology portfolio, key growth opportunities and long-term financial targets. The event will also feature panel discussion moderated by Morgan Stanley with industry luminaries from the 650 Group, Meta and General Catalyst. A question-and-answer session, product demonstration and opportunities for in-person attendees to engage with members of the Semtech management will also be part of the agenda. Today, after the market closed, we released our unaudited results for the second quarter ended July 26, 2026, which are posted along with an earnings call presentation to our Investor Relations website at investors.semtech.com. Today's call will include various remarks about future expectations, plans and prospects, which comprise forward-looking statements. Please refer to today's press release and see Slide 2 of the earnings presentation, as well as the Risk Factors section of our most recent annual report on Form 10-K for a number of risk factors that could cause our actual results and events to differ materially from those anticipated or projected on today's call. You should consider these risk factors in conjunction with our other forward-looking statements. We will refer primarily to non-GAAP financial measures during today's call, and we'll also be referring to results for our second quarter of fiscal year 2027, unless otherwise noted. Please see today's press release and Slides 3 and 4 of the earnings presentation for information regarding notes on our non-GAAP financial presentation. The press release and earnings presentation also include reconciliations of our GAAP and non-GAAP financial measures. With that, I will turn the call over to Hong. Hong Hou: Thank you, Mitch. Good afternoon to all of you joining today. The Semtech team executed exceptionally well this quarter, delivering record revenue across our key focus areas, earnings leverage that continue to outpace revenue growth and significant progress on portfolio …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Hong Q. Hou | President, Chief Executive Officer & Director | USD 1,594,907 | — | 1965 | Active |
Asaf Silberstein | Executive Vice President & Chief Operating Officer | USD 965,227 | Male | 1970 | Active |
Jason Elliot Green | Executive Vice President & Chief Commercial Officer | USD 949,358 | Male | 1973 | Active |
Mark Lin | Executive Vice President & Chief Financial Officer | USD 893,035 | Male | 1977 | Active |
Madhusudhan Rayabhari | Senior Vice President and GM of Analog, Mixed-Signal & Wireless Products Group | USD 792,220 | Male | 1966 | Active |
J. Michael Wilson | Chief Quality Officer & Chief Technology Officer | USD 782,241 | Male | 1956 | Active |
Mitchell J. Haws | Senior Vice President of Investor Relations | — | Male | 1964 | Active |
Jeffrey Gutierrez | Senior VP, General Counsel & Secretary | — | Male | — | Active |
Ross Gray | Senior Vice President & GM of IoT Systems and Connectivity Product Group | — | Male | 1971 | Active |
Monica Duran Van Berkel | Senior Vice President & Chief Human Resources Officer | — | Female | 1969 | Active |
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
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