
Semtech Corporation reported its fourth quarter and fiscal year 2025 results, highlighting net sales of $251.0 million, a 6% increase sequentially. The company achieved a GAAP gross margin of 52.0%, up 90 basis points from the previous quarter, and a Non-GAAP adjusted gross margin of 53.2%, which rose by 80 basis points sequentially. Semtech's GAAP operating margin improved to 8.5%, up 100 basis points sequentially. The adjusted earnings per share (EPS) for the quarter was reported at $0.40, exceeding estimates of $0.34, while revenue was slightly below the expected $250.92 million. The company also recorded a net income of $39.1 million, indicating positive cash flow generation and margin expansion. Semtech's stock rose by 13.1% in pre-market trading following the earnings announcement, reflecting investor confidence in the company's performance, particularly in the data center sector.
$SMTC (+13.1% pre) Semtech Corp (SMTC) Q4 2025 Earnings Call Highlights: Record Growth in Data Center https://t.co/BF1cOrdoyZ
Semtech, $SMTC, Q4-25 Results: 📊 Adj. EPS: $0.40 🟢 💰 Revenue: $251.0M 🟢 📈 Net Income: $39.1M 🔎 Sales grew 6% sequentially, with margin expansion and positive cash flow generation.
Semtech Announces Fourth Quarter and Fiscal Year 2025 Results https://t.co/wvBXvBEFjK https://t.co/wKQggUOWM7
