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Semtech (SMTC) investor relations material
Semtech AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order by the Chair, with introductions of board members and officers attending virtually.
Representative from Deloitte & Touche and Broadridge Financial Solutions present to assist with proceedings.
Inspector of Elections appointed and rules for Q&A and technical procedures outlined.
Board and executive committee updates
Nine current directors nominated for re-election, with no other nominations received.
Shareholder proposals
Four proposals presented: election of directors, ratification of Deloitte & Touche as auditor, advisory vote on executive compensation, and amendment/restatement of the 2017 Long-Term Equity Incentive Plan.
- Record Q1 sales and earnings growth, strong Q2 outlook led by data center and LoRa.SMTC
Q1 202727 May 2026 - Record sales and margin expansion drive strong FY'26 results and positive Q1'27 outlook.SMTC
Q4 20261 May 2026 - Acquisition of HieFo and strategic focus on data center and IoT drive growth and margin expansion.SMTC
Morgan Stanley Technology, Media & Telecom Conference 202630 Apr 2026 - Board recommends all proposals, emphasizing governance, pay-for-performance, and ESG focus.SMTC
Proxy filing22 Apr 2026 - Key votes include director elections, auditor ratification, and executive pay approval.SMTC
Proxy filing22 Apr 2026 - Data center and LoRa drive strong growth, with major R&D and new tech investments fueling momentum.SMTC
The 38th Annual Roth Conference23 Mar 2026 - Q1 FY25 sales hit $206.1M, beating guidance; margins and Non-GAAP earnings improved.SMTC
Q1 20251 Feb 2026 - Q2 FY25 saw sequential sales and margin growth, with Q3 guidance signaling further gains.SMTC
Q2 202523 Jan 2026 - Q3 net sales up 18% YoY to $236.8M, record data center growth, margins up, net loss narrowed.SMTC
Q3 202512 Jan 2026
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