Business
Semtech designs analog, mixed-signal and connectivity semiconductors.
Semtech grew revenue, reported a net loss, generated positive free cash flow at a 3.1% operating margin. The company reported a loss but generated positive free cash flow; leverage kept the screen in distress range.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 15.5%OK
- Profitability — The net loss narrowed from $161.896M to $40.376MOK
- Cash flow — Free cash flow grew 241.9% to $171.385M from $50.126MOK
- Margins — Operating margin contracted 239 bps to 3.10%Watch
- Accounting — The company reported a loss but generated positive free cash flowWatch
- Insiders — 0 purchases and 36 salesWatch
Where the revenue comes from
Fiscal 2026, as SEMTECH CORP reports it. History and quarterly detail are in the app.
- Analog Mixed Signal and Wireless$373.4M
- IoT Systems And Connectivity$353.9M
- Signal Integrity$322.6M
Leadership changes
From SEMTECH CORP's own filings, the day they're filed.
- Paul H. Pickle · Chief Executive Officer · departureeff. 2024-06-06
- Julie Garcia Ruehl · director · appointmenteff. 2023-12-01
- Mark Lin · President · appointmenteff. 2023-10-02
Latest filings
- 10-Q · Quarterly report2026-08-26
- 8-K · Company announcement2026-08-25
- 8-K · Company announcement2026-08-13
- 8-K · Company announcement2026-07-06
- 8-K · Company announcement2026-06-08
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about SEMTECH CORP, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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