earnings
confidence high
sentiment neutral
materiality 0.65
Semtech Q2 FY2025: GAAP diluted loss per share $2.61, non-GAAP EPS $0.11
SEMTECH CORP
2025-Q2 EPS reported
-$2.98
revenue$421,460,000
- 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.