Semtech Corporation (SMTC) Presents at UBS Global Technology and AI Conference 2025 Transcript
SMTC's Q3 earnings jump 85%, while revenues soar 13%, primarily driven by strong demand across the data center and IoT markets.
Semtech Corporation ( SMTC ) Q3 2026 Earnings Call November 24, 2025 4:30 PM EST Company Participants Mitchell Haws - Senior Vice President of Investor Relations Hong Hou - President, CEO & Director Mark Lin - Executive VP & CFO Conference Call Participants Richard Schafer - Oppenheimer & Co. Inc., Research Division Sean O'Loughlin - TD Cowen, Research Division Harsh Kumar - Piper Sandler & Co., Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Timothy Arcuri - UBS Investment Bank, Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Quinn Bolton - Needham & Company, LLC, Research Division Cody Grant Acree - The Benchmark Company, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Semtech Corporation's Third Quarter Fiscal Year 2026 Earnings Conference Call.
The headline numbers for Semtech (SMTC) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Semtech (SMTC) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.26 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for Semtech (SMTC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2025.
Semtech (SMTC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Class A shares of the Alger Weatherbie Specialized Growth Fund underperformed the Russell 2500 Growth Index during the third quarter of 2025. Semtech Corporation (SMTC), Impinj Inc. (PI), and Artivion, Inc. (AORT) were among the top contributors to performance. SPS Commerce, Inc. (SPSC), Palomar Holdings, Inc. (PLMR), and Vertex, Inc. (VRTX) were among the top detractors from performance.
From a technical perspective, Semtech (SMTC) is looking like an interesting pick, as it just reached a key level of support. SMTC recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
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SMTC expands its LoRa Gen 4 lineup with new transceivers, boosting IoT range, speed and cost efficiency while ensuring backward compatibility.