Semtech Q3 FY2025 net sales $236.8M (+10% QoQ); record data center $43.1M (+58%)

SEMTECH CORP

2025-Q3 EPS reported -$2.94 vs consensus $0.41 ▼ miss (-817.8%)

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.

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