---
schema_version: "secwatch.filing_event.v1"
accession: "0000088941-26-000003"
form_type: "8-K"
ticker: "SMTC"
cik: "0000088941"
company_name: "SEMTECH CORP"
filed_at: "2026-03-16T23:59:59+00:00"
generated_at: "2026-05-15T12:15:05.172321+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Semtech Q4 revenue $274.4M record; GAAP EPS -$0.32 on $44.6M impairment

## Summary
- 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.

## SEC filing metadata
- accession: 0000088941-26-000003
- form_type: 8-K
- ticker: SMTC
- cik: 0000088941
- company_name: SEMTECH CORP
- filed_at: 2026-03-16T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/88941/000008894126000003/0000088941-26-000003-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/88941/000008894126000003/smtc-20260316.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000088941-26-000003
- JSON: https://secwatch.observer/filing/0000088941-26-000003.json
- Plain text: https://secwatch.observer/filing/0000088941-26-000003.txt

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