{"schema_version":"secwatch.filing_event.v1","accession":"0000088941-26-000041","form_type":"8-K","ticker":"SMTC","cik":"0000088941","company_name":"SEMTECH CORP","filed_at":"2026-10-15T21:21:03+00:00","discovered_at":"2026-10-15T21:22:00.276875+00:00","generated_at":"2026-10-15T21:22:05.115409+00:00","sec_items":["7.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"confidence":"high","headline":"Semtech lifts Q3 FY27 guidance to $417.5M sales and $1.14 adj EPS, sets FY30 $3.2B framework","bullets":["Q3 FY27 net sales outlook raised to $417.5M +/- $2.5M from $410.0M +/- $5.0M; adjusted diluted EPS to $1.14 +/- $0.02 from $1.05 +/- $0.03.","Adjusted gross margin guidance up to 59.0% +/- 40bps (from 58.3%) and adjusted operating margin to 33.0% +/- 10bps (from 31.0%).","FY30 framework: net sales $3.2B, data center net sales $2.1B; FY26-FY30 CAGRs of 38% consolidated, 75% data center, 30% LoRa.","FY30 non-GAAP targets: 70% adjusted gross margin, 48-50% operating margin, free cash flow at 35% of net sales, adjusted EPS $12.40-$13.00 (64-66% CAGR).","Outlook given at the October 15, 2026 Data Center Analyst Day; FY26 base excludes $166M of Cellular Module revenue; webcast replay posted for 90 days."],"urls":{"canonical":"https://secwatch.observer/filing/0000088941-26-000041","json":"https://secwatch.observer/filing/0000088941-26-000041.json","markdown":"https://secwatch.observer/filing/0000088941-26-000041.md","text":"https://secwatch.observer/filing/0000088941-26-000041.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/88941/000008894126000041/0000088941-26-000041-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/88941/000008894126000041/smtc-20261015.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-15T21:22:05.115409+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}