---
schema_version: "secwatch.filing_event.v1"
accession: "0000088941-25-000163"
form_type: "8-K"
ticker: "SMTC"
cik: "0000088941"
company_name: "SEMTECH CORP"
filed_at: "2025-11-24T23:59:59+00:00"
generated_at: "2026-05-16T17:30:10.211798+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Semtech reports record Q3 net sales $267M, adjusted EPS $0.48 vs $0.26 YoY

## Summary
- 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.

## SEC filing metadata
- accession: 0000088941-25-000163
- form_type: 8-K
- ticker: SMTC
- cik: 0000088941
- company_name: SEMTECH CORP
- filed_at: 2025-11-24T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/88941/000008894125000163/0000088941-25-000163-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/88941/000008894125000163/smtc-20251124.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000088941-25-000163
- JSON: https://secwatch.observer/filing/0000088941-25-000163.json
- Plain text: https://secwatch.observer/filing/0000088941-25-000163.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.