SMTC SEMTECH CORP
FY2025 10-K
SEMTECH CORP (SMTC) filed its fiscal year 2025 10-K annual report with the SEC on Mar 25, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business: high-performance analog and mixed-signal semiconductors, IoT systems, and cloud connectivity services targeting infrastructure, high-end consumer, and industrial markets
- • New emphasis on IoT Systems and Connectivity segment post Sierra Wireless acquisition, with IoT hardware and connected cloud services expanding portfolio
Management Discussion & Analysis
- • Revenue $868.8M, up 15% YoY from $756.5M driven by Sierra Wireless Acquisition adding $431.5M in industrial market
- • Gross margin 34.1% vs 63.3% YoY; Signal Integrity margin 57.2% vs 69.9%, Analog Mixed Signal & Wireless 56.3% vs 61.9%, IoT Systems 42.1% vs 38.2%
Risk Factors
- • Sarbanes-Oxley Act Section 404 material weaknesses in internal controls remediated as of Jan 26, 2025, but future deficiencies could impact financial reporting
- • Macroeconomic adverse conditions in Sierra Wireless regions delaying integration and synergy realization
Financial SummaryXBRL
Revenue
$909M
Net Income
-$162M
Gross Margin
50.2%
Operating Margin
5.5%
Net Margin
-17.8%
ROE
-29.8%
Total Assets
$1.4B
EPS (Diluted)
$-2.26
Operating Cash Flow
$58M
Source: XBRL data from SEMTECH CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.
Get deeper insights on SEMTECH CORP
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.