Key Takeaways Semtech expects Q2 revenues of $256M, up 18.9% year over year, with EPS of 40 cents.Strength across infrastructure, wireless, and high-end-consumer markets is likely to aid results.Demand for 5G modules, AI-driven data center products, and LoRa devices may boost performance.Semtech Corporation (SMTC) is scheduled to report second-quarter fiscal 2025 results on Aug. 25.For the fiscal second quarter, Semtech anticipates revenues to be $256 million (+/- $5 million). The Zacks Consensus Estimate f ...

Core Viewpoint - Semtech Corporation (SMTC) is expected to report strong financial results for the first quarter of fiscal 2026, with significant year-over-year growth in both net sales and earnings per share. Financial Performance - Semtech anticipates net sales of $250 million (+/- $5 million), reflecting a 21% year-over-year growth, with the Zacks Consensus Estimate for revenues at $249.79 million, indicating a rise of 21.20% from the previous year [1][2] - The company expects non-GAAP earnings per share to be 37 cents (+/- 3 cents), while the consensus mark is at 38 cents, showing a robust year-over-year improvement of 533% [2] Market Drivers - The fiscal first-quarter performance is likely to benefit from strength in infrastructure and high-end consumer markets, with strong growth in the wireless end-market attributed to increasing 5G offerings [3] - Continued growth in FiberEdge and Tri-Edge products, especially for 400G/800G modules, is expected to boost revenue [3] - Strong momentum in Signal Integrity and Analog Mixed Signal & Wireless product lines is anticipated to contribute positively, alongside the growing adoption of artificial intelligence [4] - Increased demand for LoRa devices and LoRaWAN standards is expected to positively impact top-line growth, particularly with new product offerings targeting smaller-scale network deployments [5] Challenges - Macroeconomic challenges, including prolonged inflation and high interest rates, may pose difficulties for the company [6] - Delayed adoption of CopperEdge products due to architectural changes in server racks could negatively affect results [6] - Escalating tensions between the United States and China, along with softness in the industrial end-market and Connectivity segment, are expected to be significant negatives [7]