semtech corporation is a leading supplier of high-quality analog and mixed-signal semiconductor products. we are dedicated to providing customers with proprietary solutions and breakthrough technology in power management, protection, advanced communications, human interface, test & measurement, as well as wireless and sensing products. our integrated circuits (ics) are employed in communications, computer and computer-peripheral, automated test equipment, industrial and other commercial applications.
Company profile
Ticker
SMTC
Exchange
Website
CEO
Mohan Maheswaran
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Semtech EV, Inc. • Semtech San Diego Corporation • Sierra Monolithics, Inc. • Semtech Colorado, Inc. • Semtech New York Corporation • Sierra Wireless America, Inc • Triune IP, LLC • Triune Systems, L.L.C. • M2M Connectivity Australia Pty Ltd • M2M One Pty Ltd ...
IRS number
952119684
SMTC stock data
Latest filings (excl ownership)
10-K
2024 FY
Annual report
28 Mar 24
8-K
Semtech Announces Fourth Quarter and Fiscal Year 2024 Results
28 Mar 24
S-8
Registration of securities for employees
6 Dec 23
S-8
Registration of securities for employees
6 Dec 23
10-Q
2024 Q3
Quarterly report
6 Dec 23
8-K
Semtech Announces Third Quarter of Fiscal Year 2024 Results
6 Dec 23
8-K
Semtech Adds Experienced Finance Leader to Board of Directors
4 Dec 23
8-K
Departure of Directors or Certain Officers
14 Nov 23
8-K
Entry into a Material Definitive Agreement
26 Oct 23
8-K
Semtech Corporation Announces Pricing of Private Placement of $250 Million of New Convertible Senior Notes
20 Oct 23
Transcripts
SMTC
Earnings call transcript
2024 Q4
28 Mar 24
SMTC
Earnings call transcript
2024 Q3
6 Dec 23
SMTC
Earnings call transcript
2024 Q2
13 Sep 23
SMTC
Earnings call transcript
2024 Q1
7 Jun 23
SMTC
Earnings call transcript
2023 Q4
29 Mar 23
SMTC
Earnings call transcript
2023 Q3
1 Dec 22
SMTC
Earnings call transcript
2023 Q2
1 Sep 22
SMTC
Earnings call transcript
2023 Q1
2 Jun 22
SMTC
Earnings call transcript
2022 Q4
16 Mar 22
SMTC
Earnings call transcript
2022 Q3
2 Dec 21
Latest ownership filings
SC 13G
MILLENNIUM MANAGEMENT LLC
23 Apr 24
4
Mark Lin
8 Apr 24
144
Notice of proposed sale of securities
3 Apr 24
4
Paul H Pickle
2 Apr 24
4
Paul H Pickle
29 Mar 24
4
Mark Lin
29 Mar 24
4
JOHN MICHAEL WILSON
11 Mar 24
4
Asaf Silberstein
11 Mar 24
4
Michael W Rodensky
11 Mar 24
4
Madhusudhan Rayabhari
11 Mar 24
Financial summary
Quarter (USD) | Oct 23 | Jul 23 | Apr 23 | Jan 23 | |
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Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Jan 23 | Jan 22 | Jan 21 | Jan 20 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 123.82 mm | 123.82 mm | 123.82 mm | 123.82 mm | 123.82 mm | 123.82 mm |
Cash burn (monthly) | 8.03 mm | 41.17 mm | 4.12 mm | 31.67 mm | 1.95 mm | 10.55 mm |
Cash used (since last report) | 47.45 mm | 243.23 mm | 24.37 mm | 187.12 mm | 11.52 mm | 62.36 mm |
Cash remaining | 76.37 mm | -119.41 mm | 99.45 mm | -63.30 mm | 112.30 mm | 61.46 mm |
Runway (months of cash) | 9.5 | -2.9 | 24.1 | -2.0 | 57.6 | 5.8 |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 220 |
Opened positions | 27 |
Closed positions | 33 |
Increased positions | 72 |
Reduced positions | 88 |
13F shares | Current |
---|---|
Total value | 1.84 tn |
Total shares | 76.71 mm |
Total puts | 2.40 mm |
Total calls | 3.08 mm |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 10.04 mm | $258.49 bn |
Vanguard | 8.31 mm | $213.97 bn |
Frontier Capital Management | 4.45 mm | $204.10 mm |
Capital Research Global Investors | 4.26 mm | $109.69 bn |
STT State Street | 4.00 mm | $103.08 bn |
AMP Ameriprise Financial | 3.96 mm | $101.93 bn |
Lion Point Capital | 2.45 mm | $63.16 bn |
MCQEF Macquarie | 2.40 mm | $61.86 bn |
Balyasny Asset Management | 1.47 mm | $37.96 bn |
Contour Asset Management | 1.43 mm | $36.74 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Apr 24 | Mark Lin | Common Stock | Buy | Acquire P | No | No | 33.2324 | 1,000 | 33.23 k | 1,000 |
1 Apr 24 | Pickle Paul H | Common Stock | Payment of exercise | Dispose F | No | No | 27.49 | 3,677 | 101.08 k | 19,673 |
1 Apr 24 | Pickle Paul H | Common Stock | Option exercise | Acquire M | No | No | 0 | 10,305 | 0.00 | 23,350 |
1 Apr 24 | Pickle Paul H | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 10,305 | 0.00 | 92,739 |
27 Mar 24 | Pickle Paul H | RSU Common Stock | Grant | Acquire A | No | No | 0 | 20,876 | 0.00 | 20,876 |
27 Mar 24 | Mark Lin | RSU Common Stock | Grant | Acquire A | No | No | 0 | 6,410 | 0.00 | 6,410 |
9 Mar 24 | Madhusudhan Rayabhari | Common Stock | Payment of exercise | Dispose F | No | No | 23.35 | 838 | 19.57 k | 31,825 |
9 Mar 24 | Madhusudhan Rayabhari | Common Stock | Option exercise | Acquire M | No | No | 0 | 2,348 | 0.00 | 32,663 |
9 Mar 24 | Madhusudhan Rayabhari | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 2,348 | 0.00 | 0 |
8 Mar 24 | Madhusudhan Rayabhari | Common Stock | Payment of exercise | Dispose F | No | No | 23.71 | 1,520 | 36.04 k | 30,315 |
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Press releases
Måna Care AB selects Global Communication Leaders HiveMQ and Semtech Corporation to promote Digital Inclusion
2 Apr 24
Semtech Elevates Global IoT Connectivity with HL78 Modules Enhanced by NTN Capabilities
27 Mar 24
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26 Mar 24
Semtech Enabling the Future of Edge and Access Networks for the Cable Operators
26 Mar 24
Semtech to Showcase New Linear Pluggable Optical Links for AI and ML Data Center Interconnects at OFC 2024
26 Mar 24