UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-Q ____________________________________ (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended April 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-06395 SEMTECH CORPORATION (Exact name of registrant as ...

Financial Performance - Semtech Corporation reported a significant increase in revenue, reaching $500 million for the fiscal year, representing a 15% year-over-year growth[7]. - The company achieved a gross margin of 55%, up from 52% in the previous year, indicating improved operational efficiency[7]. - The company reported a net income of $80 million, reflecting a 10% increase compared to the previous year[7]. Customer and Market Demand - User data showed a 20% increase in active customers, totaling 1.2 million, reflecting strong market demand for Semtech's products[7]. - Semtech plans to expand its market presence in Asia, targeting a 25% increase in sales from this region over the next two years[7]. Future Outlook and Investments - Semtech's future outlook includes projected revenue growth of 10-12% for the next fiscal year, driven by new product launches and market expansion[7]. - The company is investing $50 million in research and development to enhance its technology offerings and maintain competitive advantage[7]. - New product introductions are anticipated to generate $30 million in additional revenue within the next fiscal year[7]. Operating Expenses - Semtech's operating expenses increased by 8% to $200 million, primarily due to higher R&D and marketing investments[7]. Risks and Challenges - The company faces risks from the COVID-19 pandemic and other pandemics, which could adversely affect operations and financial results[24]. - The average selling prices of products in the company's markets have historically decreased rapidly, impacting revenue growth[24]. - The company may be unable to adequately protect its intellectual property rights, which could lead to legal challenges and financial liabilities[24]. - The company is subject to increased tax liabilities if it needs to remit funds held by foreign subsidiaries, potentially affecting net income[29]. - Competition from new or established IoT, cloud services, and wireless services companies may limit market share and profitability[29]. - The company may encounter difficulties integrating its operations with those of Sierra Wireless, affecting overall performance[29]. - The cyclical nature of the industry may limit the company's ability to maintain or increase net sales during downturns[24]. - The company relies on a limited number of suppliers, and any disruption in supply could significantly impact production and sales[24]. - The company must commit resources to product production prior to receiving purchase commitments, which poses financial risks[24]. - Adverse changes in economic conditions in China could materially impact sales and financial results[24].

Semtech Corporation (NASDAQ:SMTC) Q3 2023 Earnings Conference Call November 30, 2022 5:00 PM ET Company Participants Anojja Shah - Vice President of Investor Relations Emeka Chukwu - Executive Vice President and Chief Financial Officer Mohan Maheswaran - President and Chief Executive Officer Conference Call Participants Tore Svanberg - Stifel Harsh Kumar - Piper Sandler Trevor Janoskie - Needham Craig Ellis - B. Riley Securities Christopher Rolland - Susquehanna Operator Greetings and welcome to the Semtech ...

Semtech Corporation (NASDAQ:SMTC) Q2 2023 Earnings Conference Call August 31, 2022 5:00 PM ET Company Participants Emeka Chukwu - Executive Vice President and Chief Financial Officer Mohan Maheswaran - President and Chief Executive Officer Conference Call Participants Tore Svanberg - Stifel Craig Ellis - B. Riley Richard Schafer - Oppenheimer Tristan Gerra - Baird Harsh Kumar - Piper Sandler Christopher Rolland - Susquehanna International Group Scott Searle - Roth Capital Operator Greetings and welcome to t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-Q ____________________________________ (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended July 31, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-06395 SEMTECH CORPORATION (Exact name of registrant as ...

Semtech Corporation (NASDAQ:SMTC) Q1 2023 Earnings Conference Call June 1, 2022 5:00 PM ET Company Participants Emeka Chukwu - EVP & CFO Mohan Maheswaran - President and CEO Conference Call Participants Tristan Gerra - Robert W. Baird & Co. Craig Ellis - B. Riley Securities FBR Richard Schafer - Oppenheimer Trevor Janoskie - Needham & Company Harsh Kumar - Piper Sandler Gary Mobley - Wells Fargo Scott Searle - Roth Capital Christopher Rolland - Susquehanna Operator Greetings. Welcome to the Semtech Corpora ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ Delaware 95-2119684 (State or other jurisdiction of incorporation or organization) FORM 10-Q ____________________________________ (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended May 1, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to C ...

Semtech Corporation (NASDAQ:SMTC) Q4 2021 Earnings Conference Call March 16, 2022 5:00 PM ET Company Participants Emeka Chukwu - EVP & CFO Mohan Maheswaran - President, CEO & Director Conference Call Participants Tore Svanberg - Stifel, Nicolaus & Company Tristan Gerra - Robert W. Baird & Co. Craig Ellis - B. Riley Securities Quinn Bolton - Needham & Company Richard Schafer - Oppenheimer Gary Mobley - Wells Fargo Tore Svanberg - Stifel, Nicolaus & Company Operator Greetings. Welcome to Semtech Corporation C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-K ____________________________________ (Mark One) ☒ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended January 30, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-06395 SEMTECH CORPORATION (Exact name of registrant as speci ...

Semtech Corp (NASDAQ:SMTC) Q3 2022 Earnings Conference Call December 1, 2021 5:00 PM ET Company Participants William Harrison - Director, IR Emeka Chukwu - EVP & CFO Mohan Maheswaran - President, CEO & Director Conference Call Participants Tore Svanberg - Stifel, Nicolaus & Company Tristan Gerra - Robert W. Baird & Co. Harsh Kumar - Piper Sandler & Co. Craig Ellis - B. Riley Securities Christopher Rolland - Susquehanna Financial Group Karl Ackerman - Cowen and Company Nathaniel Bolton - Needham & Company Ri ...