SMTC SEMTECH CORP

CIK 0000088941 22 ready 8-Ks latest May 26, 2026, 4:07 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 22

Latest filing May 26, 2026, 4:07 PM ET

Top materiality 0.85

Event mix earnings ×9 · other_material ×5 · debt ×4

Sentiment 8 pos · 1 neg · 13 neu

Latest earnings reported 2026-FY

Executive change recent →

Recent 8-K filings for SMTC

Highest-materiality recent filing

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

November 24, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

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.

Read filing →

May 26, 2026, 4:07 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Semtech reports record Q1 net sales $291M, GAAP EPS $0.27, adjusted EPS $0.51

Record net sales of $291.0M, up 6% sequentially and 16% YoY.
March 16, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 7.01 item 9.01

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

Record Q4 net sales $274.4M, up 3% seq and 9% YoY; FY2026 sales $1.05B, up 15% YoY.
November 24, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

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

Record Q3 net sales $267.0M, up 13% YoY; GAAP gross margin 51.9% (up from 51.1%).
October 10, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Debt Financings ×2

Semtech prices $402.5M of 0% convertible notes due 2030; exchanges existing notes and repays term loans

Issued $402.5M aggregate of 0% convertible senior notes due 2030, after full greenshoe exercise.
October 6, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01 item 9.01

Semtech announces $350M 0% convertible notes due 2030 to exchange existing notes

Offering $350M aggregate principal of 0% convertible senior notes due 2030; initial purchasers may buy up to $52.5M additional.
August 25, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Semtech reports record Q2FY26 revenue of $257.6M (+20% YoY); adjusted EPS $0.41

Record net sales $257.6M, up 20% YoY; GAAP gross margin 52.1% (up from 49.0% YoY).
June 9, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.02 item 5.07 item 5.03 item 9.01 ◈ Governance Changes

Semtech stockholders approve 2.1M share increase in equity plan; Board adopts amended bylaws

Stockholders approved amendment to 2017 Long-Term Equity Incentive Plan, increasing share reserve by 2.1 million shares.
May 27, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

Semtech Q1 FY2026 net sales $251.1M, up 22% YoY; GAAP EPS $0.22 vs loss of $0.36

Net sales $251.1M, up 22% YoY; GAAP diluted EPS $0.22 vs $(0.36) YoY.
April 28, 2025, 7:59 PM ET debt materiality 0.55 positive item 1.01 item 2.03 item 7.01 item 9.01

Semtech upsizes credit facility by $117.5M to $455M and repays $10M term loan

Revolving credit facility increased by $117.5M to $455M; financial covenants unchanged.
March 13, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

Semtech reports Q4 net sales $251M, GAAP EPS $0.43; FY2025 revenue $909M

Q4 net sales $251.0M (+6% sequentially); GAAP gross margin 52.0% (up 90 bps).
February 24, 2025, 6:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change

Semtech SVP Global Sales Mark Russell to depart March 6; severance of $175,000

Mark P. Russell, Senior Vice President, Global Sales and Marketing, will leave Semtech on March 6, 2025.
February 7, 2025, 6:59 PM ET other material materiality 0.70 negative item 7.01

Semtech lowers CopperEdge FY26 sales guidance; no ramp-up expected

FY26 CopperEdge net sales expected below prior floor of $50M due to rack architecture changes.
December 9, 2024, 6:59 PM ET other material materiality 0.50 neutral item 8.01 item 9.01

Semtech prices upsized $575M stock offering at $63/sh; net ~$641M for debt repayment

Offering of 10,496,032 shares (including full underwriter option) at $63.00 per share, gross proceeds ~$575 million.
November 27, 2024, 6:59 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change

Semtech director Rockell N. Hankin resigns effective November 26, 2024

Rockell N. Hankin resigned from Semtech's board of directors effective November 26, 2024.
November 25, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

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

Net sales $236.8M, up 10% sequentially; GAAP gross margin 51.1% (+210 bps), Non-GAAP 52.4% (+200 bps).
August 27, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 7.01 item 9.01

Semtech Q2 FY2025: GAAP diluted loss per share $2.61, non-GAAP EPS $0.11

Net sales $215.4M, up 4% sequentially from $206.1M, down 9.6% YoY from $238.4M.
July 25, 2024, 7:59 PM ET other material materiality 0.60 neutral item 3.02 item 8.01 item 9.01

Semtech exchanges $188M of 2028 convertible notes for 10.4M common shares

Closed exchange of $188,050,000 principal of 4.00% Convertible Senior Notes due 2028 plus accrued interest.
July 12, 2024, 7:59 PM ET debt materiality 0.75 neutral item 3.02 item 8.01 item 7.01 item 9.01

Semtech to exchange $183M convertible notes due 2028 for common stock

Approximately $183M aggregate principal of 4.00% Convertible Senior Notes due 2028 exchanged for common stock.
June 13, 2024, 7:59 PM ET other materiality 0.20 neutral item 5.02 item 9.01

Semtech amends CEO equity award description; grants under 2017 plan instead of inducement

Awards to CEO Hong Q. Hou will be granted under 2017 Long-Term Equity Incentive Plan, not as inducement grants.
June 13, 2024, 7:59 PM ET other material materiality 0.35 neutral item 5.02 item 5.07 item 9.01 ◈ executive_change ×2

Two directors depart Semtech board; shareholders approve 2.64M share increase under equity plan

Paul H. Pickle and Sylvia Summers Couder left board after June 10 annual meeting; Couder withdrew candidacy earlier.
June 7, 2024, 7:59 PM ET leadership materiality 0.80 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

Semtech appoints Hong Q. Hou as CEO, replaces Paul H. Pickle terminated without cause

Paul H. Pickle terminated as President and CEO without cause effective June 6, 2024; Board cites differences on CEO-Board working relationship.
June 5, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Semtech Q1 FY2025 net sales $206.1M, above high-end guidance; EPS beat on non-GAAP basis

Net sales $206.1M above high-end guidance; GAAP gross margin 48.3%, non-GAAP 49.8%.

Executive changes

Departed

Mark P. Russell

Senior Vice President, Global Sales and Marketing

SMTC · SEMTECH CORP

Effective: 2025-03-06
Filed: February 24, 2025, 6:59 PM ET

On February 20, 2025, Semtech Corporation, a Delaware corporation (“Semtech” or the “Company”), entered into a Separation and General Release Agreement (the “Separation Agreement”) with Mark P. Russell, the Company’s Senior Vice President, Global Sales and Marketing. The Separation Agreement provides that Mr. Russell’s last day of employment with the Company will be March 6, 2025 (the “Separation Date”).

Departed

Rockell N. Hankin

Director

SMTC · SEMTECH CORP

Effective: 2024-11-26
Filed: November 27, 2024, 6:59 PM ET

On November 26, 2024, Rockell N. Hankin, a member of the board of directors (the “Board”) of Semtech Corporation (the “Company”), notified the Board of his decision to resign from the Board effective immediately.

Departed

Paul H. Pickle

Director

SMTC · SEMTECH CORP

Effective: 2024-06-10
Filed: June 13, 2024, 7:59 PM ET

Paul H. Pickle and Sylvia Summers Couder no longer serve as directors on the Board of Directors (the "Board") of the Company.

Departed

Sylvia Summers Couder

Director

SMTC · SEMTECH CORP

Effective: 2024-06-10
Filed: June 13, 2024, 7:59 PM ET

Paul H. Pickle and Sylvia Summers Couder no longer serve as directors on the Board of Directors (the "Board") of the Company.

Departed

Paul H. Pickle

President and Chief Executive Officer

SMTC · SEMTECH CORP

Effective: 2024-06-06
Successor: Hong Q. Hou
Filed: June 7, 2024, 7:59 PM ET

On June 6, 2024, the Board of Directors (the “Board”) of Semtech Corporation (“Semtech” or the “Company”) terminated Paul H. Pickle as President and Chief Executive Officer of the Company, without cause.

Appointed

Hong Q. Hou

President and Chief Executive Officer

SMTC · SEMTECH CORP

Effective: 2024-06-06
Filed: June 7, 2024, 7:59 PM ET

Hong Q. Hou, age 60, who has served as director of the Company since July 2023, will serve as President and Chief Executive Officer, effective as of June 6, 2024.

Earnings & guidance

2026-FY EPS reported -$0.46 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

8 positive 1 negative 13 neutral

source · SMTC on sec.gov