Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Semtech Corporation (NASDAQ:SMTC) Q3 2025 Earnings Conference Call November 25, 2024 5:00 PM ET Company Participants Mark Lin - Executive Vice President & Chief Financial Officer Hong Hou - President & Chief Executive Officer Conference Call Participants Quinn Bolton - Needham & Company Harsh Kumar - Piper Sandler Cody Acree - The Benchmark Company Tore Svanberg - Stifel Tristan Gerra - Baird Scott Searle - Roth Capital Partners Craig Ellis - B. Riley Securities Christopher Rolland - Susquehanna Internation ...

1 | QUARTERLY EARNINGS PRESENTATION | Q3'25 SEMTECH® QUARTERLY EARNINGS PRESENTATION Q3'25 NASDAQ: SMTC Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended, based on the Company's current expectations, estimates and projections about its operations, industry, financial condition, performance, results of operations, and liquidity. Forward-looking statements are stat ...

Semtech (SMTC) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.33%. A quarter ago, it was expected that this chipmaker would post earnings of $0.10 per share when it actually produced earnings of $0.11, delivering a surprise of 10%.Over the last four quarters, the company has surpas ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Contact: Sara Kesten Semtech Corporation (805) 480-2004 webir@semtech.com Semtech Announces Third Quarter of Fiscal Year 2025 Results • Net sales of $236.8 million, up 10% sequentially • Record data center net sales of $43.1 million, up 58% sequentially • GAAP gross margin of 51.1%, up 210 basis points sequentially and Non-GAAP gross margin of 52.4%, up 200 basis points sequentially • GAAP operating margin of 7.5%, up 390 basis points sequentially and Non-GAAP operating ma ...

Semtech Corporation (SMTC) is scheduled to report third-quarter fiscal 2025 results on Nov. 25.For the fiscal third quarter, Semtech anticipates revenues to be $233 million (+/- 5 million). The Zacks Consensus Estimate for revenues is pegged at $232.6 million, indicating a rise of 15.8% from the year-ago quarter.SMTC anticipates non-GAAP earnings per share to be 23 cents (+/- 3 cents per share). The consensus mark for the same is pegged at 24 cents, unchanged over the past 60 days, indicating a robust impro ...

Analysts on Wall Street project that Semtech (SMTC) will announce quarterly earnings of $0.24 per share in its forthcoming report, representing an increase of 1100% year over year. Revenues are projected to reach $232.59 million, increasing 15.8% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company ...

Semtech Corporation (SMTC) shares hit a 52-week high of $48.24 on Wednesday and eventually closed at $47.47, up 116.6% year to date (YTD). Shares have outperformed the broader Zacks Computer & Technology sector's return of 23.1%. SMTC shares have also outperformed the Zacks Semiconductor – Analog and Mixed industry, as well as peers like Monolithic Power Systems (MPWR) , MACOM Technology Solutions (MTSI) and Analog Devices (ADI) in the same time frame. Shares of Monolithic Power Systems, MACOM Technology So ...

It has been about a month since the last earnings report for Semtech (SMTC) . Shares have added about 11.9% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Semtech due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Semtech's Q2 Earnings Beat, Sales Dip Y/Y Semtech C ...

Semtech's (SMTC) expanding portfolio offerings for the infrastructure end market bode well for its prospects. Through its Signal Integrity product group, SMTC offers optical and copper module ICs that support up to 1.6 Tb/s for Ethernet, Fibre Channel protocols in data center and broadband access applications as well as 4G, 5G and LTE applications for the infrastructure end market. In the first half of fiscal 2025, revenues from the infrastructure end market accounted for roughly 26% of revenues, which jump ...