SMTC SEMTECH CORP

Q4 2025 10-Q

Filed: Nov 25, 2025Period ending Oct 26, 2025

Information Technology

Semiconductors & Related DevicesSEC EDGAR

SEMTECH CORP (SMTC) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Nov 25, 2025 for the fiscal period ending Oct 26, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Management Discussion & Analysis

• $42.0 million pre-tax non-cash goodwill impairment on IoT Connectivity Services in first nine months of fiscal 2026
• Impairment due to reduced earnings forecasts in IoT Connected Services reporting unit

+2 more insights

Risk Factors

• New risk: $42M goodwill impairment related to reduced earnings forecasts for IoT Connected Services reporting unit in fiscal 2026
• Material update: Interest expense includes $21.2M induced conversion expense from 2025 Exchange of 2027 and 2028 Notes, altering financing costs

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Quarterly Financial Summary
XBRL

Revenue

$267M

▲ +12.7% YoY▲ +3.6% QoQ

Net Income

-$3M

▲ +62.3% YoY▲ +89.4% QoQ

Gross Margin

51.9%

▲ +79bp YoY▼ -19bp QoQ

Operating Margin

11.6%

▲ +412bp YoY▲ +1792bp QoQ

Net Margin

-1.1%

▲ +213bp YoY▲ +943bp QoQ

ROE

-0.5%

▼ -594bp YoY

Total Assets

$1.4B

▲ +1.9% YoY

EPS (Diluted)

$-0.03

▼ -175.0% YoY▲ +90.3% QoQ

Operating Cash Flow

$47M

▲ +60.5% YoY▲ +6.9% QoQ

Source: XBRL data from SEMTECH CORP Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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