{"filings":[{"id":1473638,"accession_number":"0000088941-26-000022","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2026-07-06T21:02:13+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Semtech enters $360M revolving credit facility, replaces prior JPMorgan facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$360M revolving credit facility, undrawn at closing on July 6, 2026.","Matures July 6, 2031, with springing maturity tied to 2030 Convertible Notes.","Interest rates: SOFR-based plus 1.25%-2.0% margin, or Base Rate plus 0.25%-1.0%.","Financial covenants: min interest coverage 2.50x, max total net leverage 4.00x (4.50x post-acquisition).","Proceeds for working capital, general corporate, refinancing existing debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":918127,"accession_number":"0000088941-26-000019","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2026-06-08T20:05:29+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Semtech shareholders re-elect board, approve equity plan amendment; severance plan updated","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with >96% votes for; auditor ratified; say-on-pay passed (approx 97.6% for).","Stockholders approved equity plan amendment to increase share reserve by 4.3M shares (approx 97.8% for).","Executive Severance Plan amended to provide 1x salary plus pro-rata target bonus on non-CIC termination.","Benefits also include COBRA premium reimbursement for up to 12 months and accelerated vesting of excess plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":667596,"accession_number":"0000088941-26-000009","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2026-05-26T20:07:09+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech reports record Q1 net sales $291M, GAAP EPS $0.27, adjusted EPS $0.51","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net sales of $291.0M, up 6% sequentially and 16% YoY.","GAAP diluted EPS $0.27, up 23% YoY; Non-GAAP adjusted diluted EPS $0.51, up 34% YoY.","GAAP gross margin 52.0%, Non-GAAP adjusted gross margin 53.0% (down 50 bps YoY but up 140 bps QoQ).","GAAP operating margin 8.9% (down from 14.3% YoY); adjusted operating margin 20.4% (up from 19.0% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115522,"accession_number":"0000088941-26-000003","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech Q4 revenue $274.4M record; GAAP EPS -$0.32 on $44.6M impairment","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 net sales $274.4M, up 3% seq and 9% YoY; FY2026 sales $1.05B, up 15% YoY.","GAAP gross margin 50.4%; non-GAAP adjusted gross margin 51.6%; GAAP operating margin (6.7)% from $44.6M goodwill/intangibles impairment.","Non-GAAP adjusted diluted EPS $0.44 Q4, $1.71 FY; GAAP diluted loss per share $0.32 Q4, $0.46 FY.","Operating cash flow $61.5M, free cash flow $59.1M in Q4; CEO cites data center build-out and 800G/1.6T/3.2T opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1049975000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131948,"accession_number":"0000088941-25-000163","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech reports record Q3 net sales $267M, adjusted EPS $0.48 vs $0.26 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q3 net sales $267.0M, up 13% YoY; GAAP gross margin 51.9% (up from 51.1%).","GAAP operating margin 11.6% vs 7.5% YoY; GAAP diluted loss per share $0.03 vs $0.10 loss.","Non-GAAP adjusted diluted EPS $0.48, nearly double from $0.26 YoY; adjusted EBITDA margin 23.5%.","Management highlighted ultra-power-efficient solutions for data center, IoT, and AI interfaces.","CFO noted improved free cash flow and lower cash interest costs from capital structure optimization."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":775620000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131947,"accession_number":"0001193125-25-237190","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-10-10T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Semtech prices $402.5M of 0% convertible notes due 2030; exchanges existing notes and repays term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $402.5M aggregate of 0% convertible senior notes due 2030, after full greenshoe exercise.","Net proceeds ~$391.2M; used to exchange ~$219M of 1.625% 2027 notes and ~$61.95M of 4.00% 2028 notes, plus repay $56.3M term loans.","Initial conversion price $101.05/share, 42.5% premium over Oct 7 close of $70.91; capped call transactions cap at $141.82.","Notes mature Oct 15, 2030; no regular interest; redeemable after Oct 20, 2028 under stock price conditions.","Exchanges expected to close by Oct 14, 2025; $100.5M of 2027 notes remain outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131946,"accession_number":"0001193125-25-231984","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Semtech announces $350M 0% convertible notes due 2030 to exchange existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $350M aggregate principal of 0% convertible senior notes due 2030; initial purchasers may buy up to $52.5M additional.","Net proceeds used to exchange existing 1.625% notes due 2027 and 4.00% notes due 2028, and repay term loans.","Semtech expects to enter capped call transactions to reduce potential dilution upon conversion.","Notes offered in private placement under Rule 144A; unregistered and subject to market conditions.","Existing note holders may enter derivatives or buy shares, potentially affecting Semtech's stock price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148522,"accession_number":"0000088941-25-000158","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech reports record Q2FY26 revenue of $257.6M (+20% YoY); adjusted EPS $0.41","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net sales $257.6M, up 20% YoY; GAAP gross margin 52.1% (up from 49.0% YoY).","Non-GAAP adjusted diluted EPS $0.41 (vs $0.11 YoY); adjusted operating margin 18.8% (up from 14.2%).","GAAP net loss $27.1M due to $42.0M goodwill impairment; GAAP diluted EPS -$0.31 (improved from -$2.61).","Accelerated debt reduction: net interest expense fell to $4.7M from $28.1M YoY; net leverage ratio lower.","Adjusted EBITDA $56.5M (21.9% margin) vs $40.5M (18.8%) YoY; cash flow improving."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":508649000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167359,"accession_number":"0000088941-25-000135","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Semtech stockholders approve 2.1M share increase in equity plan; Board adopts amended bylaws","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendment to 2017 Long-Term Equity Incentive Plan, increasing share reserve by 2.1 million shares.","Board adopted amended and restated Bylaws effective June 3, 2025, including updated stockholder nomination procedures and emergency provisions.","All nine director nominees elected; Deloitte & Touche ratified as auditor; say-on-pay passed.","92.7% of shares were present at Annual Meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167358,"accession_number":"0000088941-25-000098","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech Q1 FY2026 net sales $251.1M, up 22% YoY; GAAP EPS $0.22 vs loss of $0.36","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $251.1M, up 22% YoY; GAAP diluted EPS $0.22 vs $(0.36) YoY.","GAAP gross margin 52.3% vs 48.3% YoY; Non-GAAP adj. gross margin 53.5% vs 49.8%.","Adjusted EBITDA margin 22.1% vs 16.1% YoY; Non-GAAP adj. diluted EPS $0.38 vs $0.06.","Paid $10M term loan principal in Q1; additional $15M prepayment since Q1 close.","Net leverage ratio improved; management cites strategic investments and debt reduction."],"consensus_eps_estimate":0.4402,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":251060000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167357,"accession_number":"0000088941-25-000095","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Semtech upsizes credit facility by $117.5M to $455M and repays $10M term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased by $117.5M to $455M; financial covenants unchanged.","Three new lenders joined the lending group; facility partially replaces capacity that matured Nov 7, 2024.","Repaid $10M on term loan using operating cash flow in Q1 FY2026, consistent with deleveraging priority.","Facility remains undrawn except for $2.9M in outstanding letters of credit.","No other material terms of the existing credit agreement were modified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184669,"accession_number":"0000088941-25-000062","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech reports Q4 net sales $251M, GAAP EPS $0.43; FY2025 revenue $909M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $251.0M (+6% sequentially); GAAP gross margin 52.0% (up 90 bps).","GAAP diluted EPS $0.43 in Q4; FY2025 GAAP diluted loss per share $2.26.","Non-GAAP adjusted diluted EPS: Q4 $0.40, FY2025 $0.88.","Q4 operating cash flow $33.5M; free cash flow $30.9M.","Net debt decreased 68% YoY; management cites positive inflection."],"consensus_eps_estimate":0.4539,"consensus_eps_actual":-2.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":909287000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184668,"accession_number":"0000088941-25-000028","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Semtech SVP Global Sales Mark Russell to depart March 6; severance of $175,000","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark P. Russell, Senior Vice President, Global Sales and Marketing, will leave Semtech on March 6, 2025.","Separation agreement provides a lump sum cash severance payment of $175,000.","Company will also reimburse COBRA premiums for up to 12 months and pay a FY2025 cash bonus subject to release of claims.","No successor has been named; search for replacement is expected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184667,"accession_number":"0000088941-25-000025","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Semtech lowers CopperEdge FY26 sales guidance; no ramp-up expected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY26 CopperEdge net sales expected below prior floor of $50M due to rack architecture changes.","No expected ramp-up in CopperEdge sales over course of FY26 based on server rack customer feedback.","CopperEdge portfolio still expected to serve multiple customers and be included in future generation designs.","Company cites recent discussions with a server rack customer and end users for the revised estimate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201249,"accession_number":"0001193125-24-273394","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Semtech prices upsized $575M stock offering at $63/sh; net ~$641M for debt repayment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 10,496,032 shares (including full underwriter option) at $63.00 per share, gross proceeds ~$575 million.","Net proceeds ~$640.7M after underwriting discounts and expenses; used to repay certain indebtedness under Credit Agreement.","Underwriters: Morgan Stanley and UBS Securities LLC; closing expected Dec 9, 2024.","Offering upsized from originally announced $400 million to $575 million."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201248,"accession_number":"0000088941-24-000129","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-11-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Semtech director Rockell N. Hankin resigns effective November 26, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rockell N. Hankin resigned from Semtech's board of directors effective November 26, 2024.","Resignation not due to any disagreement with the company or board.","No replacement named; board size reduced accordingly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201247,"accession_number":"0000088941-24-000126","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-11-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech Q3 FY2025 net sales $236.8M (+10% QoQ); record data center $43.1M (+58%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $236.8M, up 10% sequentially; GAAP gross margin 51.1% (+210 bps), Non-GAAP 52.4% (+200 bps).","Record data center net sales $43.1M (+58% QoQ); CEO cites AI-driven demand as long-term growth engine.","GAAP diluted loss per share $0.10; Non-GAAP diluted EPS $0.26; Adjusted EBITDA margin 21.6% (+280 bps).","Positive operating and free cash flows; made principal prepayments on credit facility in Q3 and Q4."],"consensus_eps_estimate":0.4096,"consensus_eps_actual":-2.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":658285000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217267,"accession_number":"0000088941-24-000117","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-08-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech Q2 FY2025: GAAP diluted loss per share $2.61, non-GAAP EPS $0.11","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $215.4M, up 4% sequentially from $206.1M, down 9.6% YoY from $238.4M.","GAAP gross margin 49.0% (+70 bps qoq); non-GAAP gross margin 50.4% (+60 bps qoq).","GAAP operating margin 3.6% (+210 bps qoq); non-GAAP operating margin 14.2% (+200 bps).","Adjusted EBITDA margin 18.8% (+270 bps qoq); GAAP net loss $170.3M vs $23.2M loss last quarter.","CEO cites solid Q2 performance and favorable Q3 outlook with acceleration of growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":421460000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217265,"accession_number":"0000088941-24-000100","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K/A","filed_at":"2024-07-25T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Semtech exchanges $188M of 2028 convertible notes for 10.4M common shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closed exchange of $188,050,000 principal of 4.00% Convertible Senior Notes due 2028 plus accrued interest.","Holders received 10,378,431 shares of common stock (par value $0.01) in the privately negotiated transactions.","Shares issued only to qualified institutional buyers and institutional accredited investors under Section 4(a)(2).","The new shares are unregistered and subject to resale restrictions absent registration or exemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217266,"accession_number":"0001193125-24-178043","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-07-12T23:59:59+00:00","items":["3.02","8.01","7.01","9.01"],"status":"ready","headline":"Semtech to exchange $183M convertible notes due 2028 for common stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Approximately $183M aggregate principal of 4.00% Convertible Senior Notes due 2028 exchanged for common stock.","Exchange expected to close on or about July 24, 2024, subject to customary closing conditions.","Assuming per share VWAP of $36.90, Semtech would issue ~9.9 million shares of common stock.","Reaffirms Q2 FY2025 financial outlook; reports fourth consecutive quarter of sequential bookings growth.","Received initial bookings for products supporting active copper cable applications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237079,"accession_number":"0000088941-24-000083","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Two directors depart Semtech board; shareholders approve 2.64M share increase under equity plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Paul H. 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Hou will be granted under 2017 Long-Term Equity Incentive Plan, not as inducement grants.","Equity structure is now consistent with performance stock units awarded to other executive officers for FY2025.","Amendment filed to correct description in original June 7, 2024 8-K regarding CEO appointment.","No change to overall compensation or terms, only the plan under which awards are made."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237078,"accession_number":"0001193125-24-156747","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Semtech appoints Hong Q. 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Hou, a current board member and former Brooks Automation Semiconductor Group president, appointed as President and CEO effective June 6.","Hou receives annual base salary of $650,000, sign-on bonus of $350,000, and equity award of $6 million in stock units.","Company reaffirms Q2 fiscal 2025 guidance provided on June 5, 2024, signaling stability.","Board reduces size from 12 to 11 directors; Hou resigns from Compensation Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237077,"accession_number":"0000088941-24-000064","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech Q1 FY2025 net sales $206.1M, above high-end guidance; EPS beat on non-GAAP basis","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $206.1M above high-end guidance; GAAP gross margin 48.3%, non-GAAP 49.8%.","GAAP net loss $23.2M ($0.36 loss per share); non-GAAP net income $4.1M ($0.06 EPS) above high-end guidance.","Adjusted EBITDA $33.1M (16.1% margin), above high-end guidance; operating expenses down 16% YoY GAAP.","CEO cites channel inventory declines across all end markets; hardware expected to recover in H2 FY2025.","Sequential and YoY improvement in adjusted EBITDA margin; non-GAAP op. expenses down 17% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":206105000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254661,"accession_number":"0000088941-24-000029","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Semtech Q4 revenue $192.9M; 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GAAP EPS -$0.60, non-GAAP $0.02","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $200.9M, above midpoint of guidance; down from $238.4M Q2 and up from $177.6M year ago.","GAAP gross margin 46.3%; non-GAAP gross margin 51.3%, above high-end of guidance.","GAAP operating loss $12.4M vs. income $37.4M year ago; non-GAAP operating income $20.5M.","GAAP diluted loss per share $0.60; non-GAAP diluted earnings per share $0.02, above high-end of guidance.","Mark Lin became EVP and CFO effective October 2, 2023; CFO commentary cites Q4 sequential improvement in non-GAAP expenses."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":675810000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272126,"accession_number":"0000088941-23-000025","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2023-12-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Semtech appoints Julie Garcia Ruehl to Board and Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective December 1, 2023; 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severance includes $430k cash, RSU vesting through Mar 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Emeka Chukwu's employment ends November 10, 2023; Mark Lin began as CFO on October 2, 2023.","Severance includes $430,000 cash payment, 12 months COBRA coverage, and continued RSU vesting through March 31, 2025.","Continued RSU vesting requires Chukwu to sign a separation agreement with a consulting period through March 31, 2025 (no additional compensation) and a general release of claims.","Chukwu's RSUs that are time/service-based (not performance-based) and scheduled to vest on or before March 31, 2025 will continue to vest.","The severance was approved by the Compensation Committee on November 9, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":14637600304.239328,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272124,"accession_number":"0000950103-23-015416","cik":88941,"company_name":"SEMTECH CORP","ticker":"SMTC","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Semtech issues $250M of 4.00% convertible senior notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$250M aggregate principal, 4.00% interest payable semi-annually, maturity Nov 1, 2028.","Initial conversion rate of 49.0810 shares per $1,000 (~$20.37 per share) of common stock.","Notes are senior unsecured; 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