secwatch.observer — SEC 8-K summary
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Issuer:     SEMTECH CORP (SMTC)
CIK:        0000088941
Form:       8-K
Filed at:   2026-03-16T23:59:59+00:00
Accession:  0000088941-26-000003
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/88941/000008894126000003/0000088941-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/88941/000008894126000003/smtc-20260316.htm
  HTML page:      https://secwatch.observer/filing/0000088941-26-000003

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