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Jul 30, 2023

Semtech Q2 2024 Earnings Report

Reported second quarter of fiscal year 2024 results.

Key Takeaways

Semtech's net sales aligned with projections, and non-GAAP gross margin and earnings per share exceeded estimates due to focused cost-saving initiatives. Net sales were $238.4 million, an increase of 0.8% sequentially and 13.9% year-over-year. Non-GAAP diluted earnings per share was $0.11.

Net sales of $238.4 million, an increase of 0.8% sequentially and 13.9% year-over-year

GAAP gross margin of 42.3% and Non-GAAP gross margin of 49.6%

GAAP diluted loss per share of $5.97 and Non-GAAP diluted earnings per share of $0.11

Cloud data center net sales grew 114% sequentially and High-end consumer net sales grew 58% sequentially

Total Revenue
$238M
Previous year: $209M
+13.9%
EPS
$0.11
Previous year: $0.87
-87.4%
GAAP Gross Margin
42.3%
Non-GAAP Gross Margin
49.6%
Non-GAAP Operating Margin
13.6%
Gross Profit
$101M
Previous year: $136M
-25.8%
Cash and Equivalents
$148M
Previous year: $362M
-59.2%
Free Cash Flow
-$18.9M
Previous year: $70M
-127.0%
Total Assets
$2.12B
Previous year: $1.2B
+76.6%

Semtech

Semtech

Forward Guidance

Net sales are expected to be in the range of $190.0 million to $210.0 million. GAAP Gross margin is expected to be in the range of 41.5% to 44.0%. Non-GAAP Diluted loss per share is expected to be in the range of $0.22 to $0.09.