SMTC on Nasdaq

Semtech Corporation

Logo: Semtech, Public domain, via Wikimedia Commons5

Semiconductor company

Semtech Corporation is an American supplier of analog and mixed-signal semiconductors and advanced algorithms for consumer, enterprise computing, communications and industrial end-markets. It is based in Camarillo, Ventura County, Southern California.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 19, 2026.

Overview

$1.0BRevenue, fiscal 20266
-$40.4MNet income, fiscal 20266
1960Founded1

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  • TickerSMTC on Nasdaq1
  • IndustrySemiconductors & Related Devices1
  • HeadquartersCamarillo1
  • Websitewww.semtech.com
  • Legal formDelaware corporation1
  • Incorporated inDE7
  • Business address200 Flynn Road, Camarillo, Ca 93012-87907
  • Filer categoryLarge accelerated filer7
  • LEI549300J7WUY317SW6O614
  • StatusActive4
  • LEI statusLapsed (not renewed)4
  • Registered addressC/O UNITED STATES CORPORATION COMPANY, 19808 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 5607044

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Semtech Corporation is an American supplier of analog and mixed-signal semiconductors and advanced algorithms for consumer, enterprise computing, communications and industrial end-markets. It is based in Camarillo, Ventura County, Southern California. It was founded in 1960 in Newbury Park, California. It has 32 locations in 15 countries in North America, Europe, and Asia.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

51.6%Gross margin6
3.1%Operating margin6
-3.8%Net margin6
15.5%Revenue growth, 20266
-7.3%Return on equity6
0.89×Debt to equity6
$171.4MFree cash flow6

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Product brought in 90% of the revenue Semtech Corporation broke down this way in fiscal 2026.

  1. Product$942.1M690%up 19% from 2025
  2. Service$107.9M610%down 6% from 2025
Products and services by year
Products and services202420252026
Product$754.0M$794.4M$942.1M
Service$114.7M$114.9M$107.9M

Business segments

Advanced Protection And Sensing Products Group brought in 36% of the revenue Semtech Corporation broke down this way in fiscal 2026.

  1. Advanced Protection And Sensing Products Group$373.4M636%up 16% from 2025
  2. IoT Systems And Connectivity$353.9M634%up 9% from 2025
  3. Signal Integrity Products Group$322.6M631%up 23% from 2025
Business segments by year
Business segments202420252026
Advanced Protection And Sensing Products Group$260.3M$322.9M$373.4M
IoT Systems And Connectivity$431.5M$324.6M$353.9M
Signal Integrity Products Group$177.0M$261.7M$322.6M

Regions

Asia Pacific brought in 66% of the revenue Semtech Corporation broke down this way in fiscal 2026.

  1. Asia Pacific$697.6M666%up 21% from 2025
  2. North America$231.9M622%up 13% from 2025
  3. Europe$120.5M611%down 7% from 2025
Regions by year
Regions202420252026
Asia Pacific$505.6M$574.7M$697.6M
North America$237.1M$204.5M$231.9M
Europe$126.0M$130.1M$120.5M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue48¢$507.8M
  • Research and development19¢$196.3M
  • Selling, general and admin21¢$221.9M
  • Other costs6¢$63.5M
  • Interest4¢$40.6M
  • Income tax2¢$19.8M

Out of $1.0B in revenue.6 The company lost money this year.

Where each dollar of operating cash went, fiscal 2026

  • Capital spending5¢$9.8M
  • Kept or used elsewhere95¢$171.4M

Out of $181.2M of cash from operations.6

Financial statements

Revenue9101112136$1.0B in 2026+67% since 2019
0$500.0M$1.0B$1.5B2019: $627.2M$627.2M20192020: $547.5M$547.5M2020−13%2021: $595.1M$595.1M2021+9%2022: $740.9M$740.9M2022+24%2023: $756.5M$756.5M2023+2%2024: $868.8M$868.8M2024+15%2025: $909.3M$909.3M2025+5%2026: $1.0B$1.0B2026+15%
Gross profit9101112136$542.1M in 2026+44% since 2019
0$200.0M$400.0M$600.0M2019: $377.0M$377.0M20192020: $336.7M$336.7M2020−11%2021: $355.9M$355.9M2021+6%2022: $461.1M$461.1M2022+30%2023: $478.6M$478.6M2023+4%2024: $296.2M$296.2M2024−38%2025: $456.5M$456.5M2025+54%2026: $542.1M$542.1M2026+19%
Operating income9101112136$32.6M in 2026−69% since 2019
-$1.0B-$500.0M0$500.0M2019: $105.5M$105.5M20192020: $52.0M$52.0M2020−51%2021: $75.0M$75.0M2021+44%2022: $145.0M$145.0M2022+93%2023: $92.8M$92.8M2023−36%2024: -$944.3M-$944.3M20242025: $49.9M$49.9M20252026: $32.6M$32.6M2026−35%
Net income9101112136-$40.4M in 2026
-$1.5B-$1.0B-$500.0M0$500.0M2019: $69.6M$69.6M20192020: $31.9M$31.9M2020−54%2021: $59.9M$59.9M2021+88%2022: $125.7M$125.7M2022+110%2023: $61.4M$61.4M2023−51%2024: -$1.1B-$1.1B20242025: -$161.9M-$161.9M2025−85%2026: -$40.4M-$40.4M2026−75%

Every line of the income statement as filed: the last 3 fiscal years, latest first.6

Period ending2026-01-312025-01-312024-01-31
Total net sales$1.0B$909.3M$868.8M
Amortization of acquired technology$9.2M$9.1M$33.7M
Acquired technology impairments$0$0$91.8M
Total cost of sales$507.8M$452.8M$572.5M
Gross profit$542.1M$456.5M$296.2M
Product development and engineering$196.3M$170.9M$186.4M
Selling, general and administrative$221.9M$222.4M$220.2M
Intangible amortization$631.0K$884.0K$14.9M
Restructuring$4.2M$4.9M$23.8M
Intangible impairment$1.8M$0$39.6M
Impairment of goodwill$84.8M$7.5M$755.6M
Total operating expenses, net$509.6M$406.6M$1.2B
Operating income (loss)$32.6M$49.9M-$944.3M
Interest expense-$40.6M-$90.1M-$95.8M
Interest income$2.5M$2.3M$3.1M
Loss on extinguishment of debt$0-$144.7M$0
Non-operating (expense) income, net-$5.3M$267.0K-$542.0K
Investment impairments and credit loss reserves, net-$10.4M-$1.1M-$3.9M
Loss before taxes and equity method income (loss)-$21.2M-$183.4M-$1.0B
Provision (benefit) for income taxes$19.8M-$22.0M$50.5M
Net loss before equity method income (loss)-$41.0M-$161.3M-$1.1B
Equity method income (loss)$636.0K-$547.0K$45.0K
Net loss-$40.4M-$161.9M-$1.1B
Net income attributable to noncontrolling interest$0$0$1.0K
Net loss attributable to common stockholders-$40.4M-$161.9M-$1.1B
Basic (in dollars per share)-$0.46-$2.26-$17.03
Diluted (in dollars per share)-$0.46-$2.26-$17.03
Basic (in shares)88.4M shares71.6M shares64.1M shares
Diluted (in shares)88.4M shares71.6M shares64.1M shares

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Leadership

Who has led Semtech Corporation, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. John D. Poe2003–2005
  2. Jason Carlson2004–2005
  3. Mohan Maheswaran2006–2023
  4. Paul H. Pickle2023–2024
  5. Hong Q. Hou2024–now

Chair

  1. John D. Poe2003

President

  1. Jason Carlson2003–2005
  2. John D. Poe2005
  3. Mohan Maheswaran2006–2023
  4. Paul H. Pickle2023–2024
  5. Hong Q. Hou2024–now

Chief financial officer

  1. David G. Franz Jr.2003–2007
  2. Abigail Rosa2006
  3. Emeka Chukwu2006–2023
  4. Mark Lin2023–now

Chief operating officer

  1. Jason Carlson2003
  2. Anthony E. Giraudo2004–2005
  3. Asaf Silberstein2024–now
197019801990200020102020
Board members and other officers (68)

Products and brands

Semtech offers a variety of products, including LoRa, a long-range, low-power networking platform; receivers and transmitters; touch and proximity devices; wireless charging; and power management solutions. Semtech's chips were utilized in products using the Amazon Sidewalk protocol, as well as to monitor water leaks. A collaboration with Unabiz to produce IoT devices that use both Semtech's LoRaWAN as well as Unabiz's Sigfox systems was announced in July 2023. Semtech additionally offers HDMI to SDI converter chips as well as LoRa transceiver with global coverage. Semtech also offers cloud connectivity and Voice over LTE services.

From Wikipedia’s article on Semtech, shared under CC BY-SA 4.0.8

Subsidiaries and ownership

Subsidiaries

  • Semtech (Canada)
  • Semtech (United Kingdom)

From Wikidata.1

Acquisitions

In December 1999, Semtech bought USAR Systems Inc., a maker of embedded devices for handheld and notebook computers, for $26.7 million in stock.

In March 2012, it bought Gennum Corporation, a supplier of high-speed analog semiconductors, for approximately CA$500 million (US$494 million). In the same month, it acquired Cycleo SAS, a supplier of wireless semiconductor products, for $5 million in cash.

In August 2022, Semtech agreed to buy Canadian technology company Sierra Wireless in an all-cash transaction valued at US$1.2 billion including debt. The acquisition completed in January 2023.

From Wikipedia’s article on Semtech, shared under CC BY-SA 4.0.8

Timeline

  1. Jun 10, 2024New chief executive Hong Q. Hou becomes CEO18
  2. Jun 30, 2023New chief executive Paul H. Pickle becomes CEO19
  3. Apr 3, 2006New chief executive Mohan Maheswaran becomes CEO20
  4. Aug 20, 2004New chief executive Jason Carlson becomes CEO21
  5. Aug 25, 2003New chief executive John D. Poe becomes CEO22
  6. 1960Founded Founded1

Filings

587 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 69 major events, 358 insider forms, 37 large holders, 103 other. The latest 20:

  1. Oct 15, 20268-K EDGAR
  2. Oct 9, 20264 EDGAR
  3. Oct 7, 2026144 EDGAR
  4. Oct 5, 20264 EDGAR
  5. Oct 5, 20264 EDGAR
  6. Oct 2, 2026144 EDGAR
  7. Oct 1, 2026144 EDGAR
  8. Sep 25, 20264 EDGAR
  9. Sep 18, 20264 EDGAR
  10. Sep 16, 2026144 EDGAR
  11. Sep 14, 20264 EDGAR
  12. Sep 14, 20264 EDGAR
  13. Sep 14, 20264 EDGAR
  14. Sep 14, 20264 EDGAR
  15. Sep 14, 20264 EDGAR
  16. Sep 10, 2026144 EDGAR
  17. Sep 9, 20264 EDGAR
  18. Sep 9, 20264 EDGAR
  19. Sep 4, 2026SCHEDULE 13G/A EDGAR
  20. Sep 4, 2026144 EDGAR

The 587 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

97 open-market trades by officers, directors and large owners since October 2021: 2 buys and 95 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Oct 7, 2026Green Jason ElliotEVP and CCOSale2,766$190.35$526.5KForm 4
Oct 2, 2026HOU HONG QPresident and CEOSale2,000$191.21$382.4KForm 4
Oct 1, 2026Lin MarkEVP and CFOSale967$178.87$173.0KForm 4
Sep 23, 2026Walsh Paul V JrDirectorSale500$172.61$86.3KForm 4
Sep 16, 2026Cardenuto Rodolpho CDirectorSale5,321$165.00$878.0KForm 4
Sep 10, 2026Lin MarkEVP and CFOSale683$159.90$109.2KForm 4
Sep 4, 2026Ruehl Julie GarciaDirectorSale1,500$145.00$217.5KForm 4
Sep 4, 2026HOU HONG QPresident and CEOSale2,000$138.71$277.4KForm 4
Aug 19, 2026Walsh Paul V JrDirectorSale500$135.48$67.7KForm 4
Aug 17, 2026Silberstein AsafEVP and COOSale5,000$150.00$750.0KForm 4
Aug 7, 2026HOU HONG QPresident and CEOSale2,000$140.00$280.0KForm 4
Jul 22, 2026Walsh Paul V JrDirectorSale500$133.07$66.5KForm 4
Jul 14, 2026Silberstein AsafEVP and COOSale3,000$145.04$435.1KForm 4
Jul 10, 2026HOU HONG QPresident and CEOSale2,000$133.00$266.0KForm 4
Jul 8, 2026Silberstein AsafEVP and COOSale8,500$127.80$1.1MForm 4
Jul 7, 2026Green Jason ElliotEVP and CCOSale2,264$129.90$294.1KForm 4
Jul 1, 2026Lin MarkEVP and CFOSale970$150.41$145.9KForm 4
Jun 30, 2026Fischer Gregory MichaelDirectorSale1,500$156.24$234.4KForm 4
Jun 29, 2026HOU HONG QPresident and CEOSale9,605$152.57$1.5MForm 4
Jun 24, 2026Walsh Paul V JrDirectorSale500$164.99$82.5KForm 4

All 97 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.9,749,439$1.6B0.0%−4,472,780
Vanguard Portfolio Management LLC5,328,594$862.4M0.0%−1,594,040
Vanguard Capital Management LLC4,199,493$679.7M0.0%+54,317
Ameriprise Financial Inc3,450,916$559.0M0.1%−3,999,464
State Street Corp3,389,044$548.4M0.0%−670,222
Jane Street Group, LLC3,351,040$542.4M0.3%+2,578,228
Capital Research Global Investors2,954,432$478.2M0.1%−1,197,650
Geode Capital Management, LLC2,253,786$366.6M0.0%−272,675
Hood River Capital Management LLC2,250,382$364.2M2.6%−37,147
Morgan Stanley1,970,198$318.9M0.0%+554,170
Wellington Management Group Llp1,915,766$310.1M0.1%−468,707
Bank Of America Corp /de/1,859,782$301.0M0.0%+716,468
Norges Bank1,247,833$202.0M0.0%New
UBS Group AG1,154,041$186.8M0.0%+262,380
Millennium Management LLC1,141,594$184.8M0.1%−824,088
Westfield Capital Management Co LP1,133,268$183.4M0.6%−147,326
Disciplined Growth Investors Inc /mn955,033$154.6M2.6%−1,251,715
Tremblant Capital Group887,268$143.6M4.1%New
Northern Trust Corp852,181$137.9M0.0%−141,169
Healthcare Of Ontario Pension Plan Trust Fund851,858$137.9M0.2%New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC842,125$136.3M0.0%+672,447
Two Sigma Investments, LP820,898$132.9M0.1%+771,989
Jpmorgan Chase & Co833,668$130.8M0.0%+16,793
Citadel Advisors LLC783,346$126.8M0.1%−322,209
Artisan Partners Limited Partnership763,924$123.6M0.2%−794,110

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

7 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Sep 29, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000+20.9%Report
Jul 16, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000−10.2%Report
Jun 30, 2026Gilbert Ray Cisneros, Jr.Democratic, HousePartial sale$1,001 - $15,000+14.2%Report
Mar 3, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+46.5%Report
Jan 20, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+73.4%Report
Sep 2, 2025Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+129.1%Report
Aug 26, 2025Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+126.0%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

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