Welcome to our dedicated page for Semtech news (Ticker: SMTC), a resource for investors and traders seeking the latest updates and insights on Semtech stock.
Semtech Corporation (SMTC) provides essential semiconductor solutions powering IoT ecosystems, industrial automation, and advanced connectivity. This dedicated news hub offers investors and technology professionals timely updates on corporate developments shaping the analog and mixed-signal semiconductor sector.
Key resources include: Earnings announcements detailing financial performance, product launch updates for IoT connectivity modules, strategic partnership disclosures, and technology innovation reports. All content is curated to help stakeholders track SMTC's role in enabling next-generation communication infrastructure and smart device ecosystems.
Bookmark this page for direct access to verified press releases and objective reporting on Semtech's advancements in signal integrity solutions, advanced protection technologies, and IoT system deployments. Check regularly for critical updates impacting semiconductor industry trends and enterprise connectivity markets.
Semtech (Nasdaq: SMTC) reported record net sales of $267.0 million for Q3 FY2026, up 13% year-over-year. GAAP gross margin was 51.9% and non-GAAP adjusted gross margin was 53.0%. GAAP operating margin improved to 11.6% from 7.5% a year ago, while non-GAAP adjusted operating margin rose to 20.6% from 18.3%.
GAAP diluted loss per share narrowed to $0.03 versus a $0.10 loss a year ago; non-GAAP adjusted diluted EPS was $0.48 versus $0.26 a year ago. Adjusted EBITDA was $62.7 million (23.5% margin). The company provided Q4 FY2026 non-GAAP outlook: $273.0 million sales and adjusted diluted EPS of $0.43.
Semtech (Nasdaq: SMTC) announced the Unified Software Platform (LoRa USP) for LoRa Plus devices on November 12, 2025, enabling multi-protocol IoT on a single hardware SKU.
LoRa USP supports LoRaWAN, Wireless M-Bus, Wi-SUN FSK and proprietary protocols with backward-compatible builds for Generation 2–4 LR20xx radios, aiming to reduce inventory SKUs, enable dynamic protocol selection, and accelerate certification. The release cites a $108B global smart metering market by 2034 and IDC findings that >80% of utilities prioritize openness.
LoRa USP is available now; Semtech will demo dual connectivity and Wi-SUN at Enlit 2025 (Nov 18–20, Bilbao) and highlights cellular/satellite IoT modules HL7900E and EM8695.
Semtech (Nasdaq: SMTC) will release its Q3 fiscal 2026 results after market close on Monday, November 24, 2025. A conference call and live webcast to discuss Q3 performance, current business conditions and outlook will be held the same day at 1:30 p.m. PT / 4:30 p.m. ET. Dial-in numbers: 877-407-0312 (toll-free) or 201-389-0899 (toll/international) with confirmation #13755726. The webcast will be available under the Investor Events section of Semtech’s investor website, with a replay and transcript posted after the call.
Semtech (Nasdaq: SMTC) will showcase its AirLink 5G router portfolio at the IACP Annual Conference & Exposition 2025, Oct 18-21 at the Colorado Convention Center in Denver.
Key highlights include the network slice-enabled XR80 and XR90 Gen2 routers for mobile command centers and in-vehicle use, multi-carrier certification (FirstNet Trusted, T-Priority, Verizon Frontline), native network slicing support, AI video compression integration reducing bandwidth by up to 90%, and remote management via AirLink Management Service. Live demos take place at booth #3714. Semtech also sponsors IACP events on Oct 19, including the Lexipol IACP Experience and Getac F1 Experience.
Semtech (Nasdaq: SMTC) closed a private offering of $350.0M 0.00% convertible senior notes due 2030 and the full exercise of a $52.5M greenshoe, for an aggregate offering of $402.5M.
Total net proceeds were approximately $391.2M. Semtech expects to use ~$220.6M plus ~3.0M shares to exchange ~$219.0M of 2027 notes, ~$63.1M plus ~2.2M shares to exchange ~$61.95M of 2028 notes, and ~$107.6M plus ~$3.5M cash to repay its term loan.
After closings (exchanges expected on Oct 14, 2025), outstanding debt will be ~$100.5M aggregate principal of 2027 notes and ~$402.5M of 2030 notes. Key 2030 note economics: reference stock price $70.91, conversion price $101.05 (42.5% premium), capped-call adjusted effective conversion $141.82.
Semtech (Nasdaq: SMTC) and Skylo launched the industry's first single‑vendor device‑to‑cloud terrestrial and satellite IoT solution combining Skylo‑certified HL7810/HL7812 LPWA modules, the Smart Connectivity Premium SIM with integrated NTN access, and unified management via the AirVantage platform.
Key facts: automatic switching between terrestrial and satellite networks; access to 600+ 4G/5G networks across 190+ countries; Skylo NTN coverage across 36 countries and ~60 million km2; IoT‑NTN connections projected to grow >25% annually through 2030. Testing is open now with general availability planned for November 2025.
Semtech (Nasdaq: SMTC) priced a private offering of $350.0 million of 0% convertible senior notes due 2030, with an initial purchaser option for an additional $52.5 million. Net proceeds are expected to be approximately $340.2 million assuming no exercise of the option. The initial conversion rate is 9.8964 shares per $1,000 (≈ $101.05 per share, a ~42.5% premium to the Oct 7, 2025 close).
Planned uses: ~$220.6M plus ~3.0M shares to exchange ~$219.0M of 2027 notes; ~$63.1M plus ~2.2M shares to exchange ~$61.95M of 2028 notes (remaining 2028); ~$56.5M to repay ~$56.3M term loans; and ~$27.3M of cash on hand for capped call costs. Capped call cap price initially $141.82 per share. Closings expected ~Oct 10 and ~Oct 14, 2025, subject to customary conditions.
Semtech (Nasdaq: SMTC) announced the AirLink XR80 and XR90 Gen2 multi-network routers on October 7, 2025, built for public safety with 5G network slicing and Verizon Frontline Network Slice certification.
Key specs include dual 5G radios, Wi‑Fi 6, up to 900 Mbps upload and 4.5 Gbps download, extended band support including B106, one year of AirLink Services, and cloud or on‑premises management options. Customer rollouts are expected to begin in November 2025; units are available now via authorized channel partners.
Semtech (Nasdaq: SMTC) announced a proposed private offering of $350 million aggregate principal amount of 0% convertible senior notes due 2030, with an option to sell up to an additional $52.5 million through October 15, 2025.
Semtech expects to use net proceeds, together with common stock, to fund exchanges of its 2027 Notes and 2028 Notes, repay a portion of term loans under its senior credit facilities, and to fund capped call transactions intended to limit dilution.
The Notes will be senior unsecured obligations, guaranteed by domestic subsidiaries, and conversions may be settled in cash, shares, or a combination at Semtech’s election. No assurance the Offering will be completed on proposed terms.
Semtech Corporation (Nasdaq: SMTC) has announced sampling of new physical medium dependent (PMD) building blocks for 1.6T multimode optical infrastructure in AI data centers. The company introduced two key products: the FiberEdge GN1878 200G VCSEL driver and GN1836 200G TIA, designed for power-efficient connectivity in AI training clusters.
These components are specifically engineered for the industry's transition to 200G per channel technology, with volume manufacturing expected to begin in 2026. The solutions aim to optimize both performance and power efficiency for short-reach applications within data centers, working seamlessly with Broadcom's VCSEL and photodetector technology to enable complete 1.6T SR8 optical solutions.
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