SMTC SEMTECH CORP

CIK 0000088941 50 ready 8-Ks latest July 6, 2026, 5:02 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing July 6, 2026, 5:02 PM ET

Top materiality 0.85

Event mix earnings ×16 · leadership ×14 · debt ×9

Sentiment 11 pos · 7 neg · 32 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 →

July 6, 2026, 5:02 PM ET debt materiality 0.50 neutral item 1.01 item 2.03 item 9.01

Semtech enters $360M revolving credit facility, replaces prior JPMorgan facility

$360M revolving credit facility, undrawn at closing on July 6, 2026.
June 8, 2026, 4:05 PM ET other material materiality 0.35 neutral item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×4

Semtech shareholders re-elect board, approve equity plan amendment; severance plan updated

All nine director nominees elected with >96% votes for; auditor ratified; say-on-pay passed (approx 97.6% for).
May 26, 2026, 4:07 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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 ◈ Earnings Releases

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◈ Equity Issuances ×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 ◈ Debt Financings

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%.
March 28, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Semtech Q4 revenue $192.9M; GAAP EPS loss $9.98 on goodwill/intangibles impairments

Q4 net sales $192.9M above guidance midpoint; GAAP gross margin (0.2)% due to $605M impairment charges.
December 6, 2023, 6:59 PM ET earnings materiality 0.60 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Semtech Q3 FY2024 net sales $200.9M, above guidance; GAAP EPS -$0.60, non-GAAP $0.02

Net sales $200.9M, above midpoint of guidance; down from $238.4M Q2 and up from $177.6M year ago.
December 4, 2023, 6:59 PM ET leadership materiality 0.45 positive item 5.02 item 7.01 item 9.01 ◈ executive_change

Semtech appoints Julie Garcia Ruehl to Board and Audit Committee

Appointment effective December 1, 2023; Ruehl brings CFO/CAO expertise across finance, consumer products, and semiconductor industries.
November 14, 2023, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 ◈ executive_change ×2

Semtech CFO Emeka Chukwu to depart Nov 10; severance includes $430k cash, RSU vesting through Mar 2025

Emeka Chukwu's employment ends November 10, 2023; Mark Lin began as CFO on October 2, 2023.
October 26, 2023, 7:59 PM ET debt materiality 0.75 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01 ◈ Debt Financings◈ Material Agreements

Semtech issues $250M of 4.00% convertible senior notes due 2028

$250M aggregate principal, 4.00% interest payable semi-annually, maturity Nov 1, 2028.
October 20, 2023, 7:59 PM ET debt materiality 0.70 neutral item 7.01 item 9.01

Semtech prices $250M of 4% convertible notes due 2028; reaffirms Q3 FY2024 outlook

$250M aggregate principal of 4.00% convertible senior notes due 2028 priced.
October 19, 2023, 7:59 PM ET earnings materiality 0.85 negative item 1.01 item 2.02 item 7.01 item 9.01 ◈ Material Agreements

Semtech reports LTM net loss $440M; announces $250M convertible note offering

LTM net loss $440M (GAAP) vs. FY23 net income $61M; includes $280M goodwill impairment.
September 20, 2023, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change

Semtech sets October 2, 2023 as effective date for new CFO Mark Lin

Mark Lin appointed EVP and CFO of Semtech effective October 2, 2023.
September 14, 2023, 7:59 PM ET leadership materiality 0.55 negative item 5.02 ◈ executive_change

Semtech EVP & GM Gary Beauchamp departs; consulting, $619K CAD severance

Gary Beauchamp separates from Semtech on Sept 15, 2023 as EVP, GM of Signal Integrity Products Group.
September 13, 2023, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Semtech Q2 FY2024 net sales $238.4M (+13.9% YoY); GAAP loss per share $5.97, Non-GAAP EPS $0.11

Net sales $238.4M, up 0.8% sequentially and 13.9% year-over-year.
September 8, 2023, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

Semtech appoints Mark Lin as CFO; base salary $420k, $1.9M equity; CLO Ammann to separate Sep 25

Mark Lin appointed EVP and CFO, effective no later than Oct 4, 2023, succeeding Emeka Chukwu.
June 30, 2023, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

Semtech appoints Hong Q. Hou to board of directors, effective July 1, 2023

Hong Q. Hou appointed to Semtech board as independent director effective July 1, 2023.
June 9, 2023, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×4◈ executive_change ×2

Semtech sets CEO transition to June 30; COO Silberstein gets retention deal

CEO Paul Pickle to assume role June 30; retiring CEO Maheswaran effective June 29.
June 7, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Semtech Q1 FY2024 net sales $236.5M (+17% YoY); GAAP loss $0.46, non-GAAP EPS $0.02

Net sales $236.5M, up 41.2% sequentially and 17.0% year-over-year.
May 30, 2023, 7:59 PM ET leadership materiality 0.70 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×4

Semtech appoints Paul H. Pickle as President & CEO effective June 2023

Pickle to become President & CEO between June 9-30, 2023, succeeding Mohan Maheswaran who will serve as consultant up to 16 months.
April 18, 2023, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

Semtech appoints Gregory Fischer and Paul Walsh to board; board expands to 12

Board increased from 10 to 12 directors; Fischer and Walsh appointed as independent directors effective April 14, 2023.
March 29, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Semtech Q4 net loss $51M; full year GAAP EPS $0.96; Sierra Wireless acquisition closed

Q4 GAAP net loss $51.0M, diluted loss per share $0.80 on net sales $167.5M.
March 27, 2023, 7:59 PM ET M&A materiality 0.60 neutral item 9.01

Semtech files Sierra Wireless audited FY2021 results: rev $473M, net loss $89M

Sierra Wireless FY2021 revenue $473.2M, net loss from continuing ops $88.7M vs FY2020 revenue $448.6M, net loss $70.2M.
March 20, 2023, 7:59 PM ET other material materiality 0.50 neutral item 1.01 item 7.01 item 9.01 ◈ Material Agreements

Semtech enters cooperation agreement with Lion Point; two new independent directors to join within 30 days

Lion Point, ~4% stockholder, will select two independent directors; Board expands from 10 to 12.
March 16, 2023, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

Semtech promotes Asaf Silberstein to COO; base salary set at $455,000

Asaf Silberstein promoted to COO (newly created role) effective March 9, 2023.
March 16, 2023, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

Semtech CEO Mohan Maheswaran to retire; transition support for 18 months

Maheswaran retires after 17 years as CEO; will continue until board appoints successor or Sep 14, 2024.
February 27, 2023, 6:59 PM ET debt materiality 0.70 negative item 1.01 item 9.01 ◈ Material Agreements

Semtech amends credit agreement to ease leverage and interest coverage covenants

Increased maximum consolidated leverage ratio for certain test periods.
January 12, 2023, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 2.03 item 2.01 item 7.01 item 9.01 ◈ Debt Financings ×2◈ M&A Transactions

Semtech completes $1.2B acquisition of Sierra Wireless; expects immediate EPS accretion

All-cash deal at US$31/share; total enterprise value ~$1.2B; funded with cash and $895M new term loan.
January 5, 2023, 6:59 PM ET M&A materiality 0.85 positive item 8.01 item 9.01

Semtech receives HSR clearance for Sierra Wireless acquisition; closing expected Jan 12

DOJ waiting period under HSR Act terminated on January 5, 2023.
November 30, 2022, 6:59 PM ET earnings materiality 0.80 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Semtech Q3 FY2023 net sales $177.6M, GAAP EPS $0.36, non-GAAP $0.65

Net sales $177.6M, down 15.1% sequentially and 8.9% year-over-year.
October 21, 2022, 7:59 PM ET debt materiality 0.50 neutral item 1.01 item 8.01 item 2.03 item 3.02 item 9.01

Semtech issues additional $19.5M of 1.625% Convertible Notes due 2027

Issued $19.5M additional principal of 1.625% Convertible Senior Notes due 2027 under initial purchasers' over-allotment option.

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.

Appointed

Julie Garcia Ruehl

Director

SMTC · SEMTECH CORP

Effective: 2023-12-01
Filed: December 4, 2023, 6:59 PM ET

the Company’s Board of Directors (the “Board”) has appointed Julie Garcia Ruehl as an independent member of the Board.

Departed

Emeka Chukwu

Executive Vice President and Chief Financial Officer

SMTC · SEMTECH CORP

Effective: 2023-10-02
Successor: Mark Lin
Filed: November 14, 2023, 6:59 PM ET

Emeka Chukwu, the Company’s former Executive Vice President and Chief Financial Officer, ceased serving as the Company’s Executive Vice President and Chief Financial Officer on the Transition Date.

Appointed

Mark Lin

Executive Vice President and Chief Financial Officer

SMTC · SEMTECH CORP

Effective: 2023-10-02
Filed: November 14, 2023, 6:59 PM ET

Semtech appointed Mark Lin to serve as the Company’s Executive Vice President and Chief Financial Officer effective October 2, 2023

Appointed

Mark Lin

Executive Vice President and Chief Financial Officer

SMTC · SEMTECH CORP

Effective: 2023-10-02
Filed: September 20, 2023, 7:59 PM ET

As previously disclosed on a Current Report on Form 8-K filed by Semtech Corporation, a Delaware corporation (“Semtech” or “Company”), on September 8, 2023, Semtech appointed Mark Lin to serve as the Company’s Executive Vice President and Chief Financial Officer effective as of a date, not later than October 4, 2023, to be determined by Mr. Lin and the Company’s Chief Executive Officer (the “Transition Date”). Semtech and Mr. Lin have determined that the Transition Date will be October 2, 2023.

Departed

Gary Beauchamp

Executive Vice President and General Manager, Signal Integrity Products Group

SMTC · SEMTECH CORP

Effective: 2023-09-15
Filed: September 14, 2023, 7:59 PM ET

On September 14, 2023, Semtech Corporation, a Delaware corporation (“Semtech” or the “Company”), announced that Gary Beauchamp, Semtech’s Executive Vice President and General Manager, Signal Integrity Products Group, will separate from employment with the Company on September 15, 2023.

Appointed

Mark Lin

Executive Vice President and Chief Financial Officer

SMTC · SEMTECH CORP

Effective: 2023-10-04
Filed: September 8, 2023, 7:59 PM ET

appointed Mark Lin to serve as the Company’s Executive Vice President and Chief Financial Officer effective as of a date, not later than October 4, 2023

Earnings & guidance

2026-FY EPS reported -$0.46 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

11 positive 7 negative 32 neutral

source · SMTC on sec.gov