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Semtech | 10-Q: Q2 2025 Earnings Report

Semtech | 10-Q: Q2 2025 Earnings Report

先科电子 | 10-Q：2025财年二季报
美股SEC公告 ·  2024/08/28 13:43

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Semtech Corporation reported Q2 fiscal 2025 revenue of $215.4 million, down 9.7% from $238.4 million in Q2 fiscal 2024. The company recorded a net loss of $170.3 million, largely due to a $144.7 million loss on debt extinguishment from exchanging $188.1 million of convertible notes for common stock. Gross margin improved to 49.0% from 42.3% year-over-year.Signal Integrity segment revenue grew 29% to $59.4 million and Analog Mixed Signal and Wireless revenue increased 13% to $79.3 million, driven by stronger demand in data center, PON and LoRa-enabled products. However, IoT Systems and Connectivity revenue declined 37% to $76.6 million due to lower module and router sales amid soft demand and pricing pressures.The company maintained compliance with financial covenants and ended the quarter with $115.9 million in cash and $282.2 million available under its revolving credit facility. Operating expenses decreased 76% to $97.7 million, benefiting from lower restructuring costs and absence of prior year's goodwill impairment charges. Management expects to continue focusing on cost management while investing in growth initiatives.
Semtech Corporation reported Q2 fiscal 2025 revenue of $215.4 million, down 9.7% from $238.4 million in Q2 fiscal 2024. The company recorded a net loss of $170.3 million, largely due to a $144.7 million loss on debt extinguishment from exchanging $188.1 million of convertible notes for common stock. Gross margin improved to 49.0% from 42.3% year-over-year.Signal Integrity segment revenue grew 29% to $59.4 million and Analog Mixed Signal and Wireless revenue increased 13% to $79.3 million, driven by stronger demand in data center, PON and LoRa-enabled products. However, IoT Systems and Connectivity revenue declined 37% to $76.6 million due to lower module and router sales amid soft demand and pricing pressures.The company maintained compliance with financial covenants and ended the quarter with $115.9 million in cash and $282.2 million available under its revolving credit facility. Operating expenses decreased 76% to $97.7 million, benefiting from lower restructuring costs and absence of prior year's goodwill impairment charges. Management expects to continue focusing on cost management while investing in growth initiatives.
先科电子公司报告2025财年第二季度营业收入为21540万美元，比2024财年第二季度的23840万美元下降了9.7%。公司记录了一项净亏损为17030万美元，主要由于将18810万美元的可转换债券兑换为普通股而导致的14470万美元的债务注销损失。毛利率同比提高至49.0%，较之前的42.3%有所改善。信号完整性部门的营业收入增长了29%，达5940万美元；模拟混合信号和无线收入增长了13%，达7930万美元，主要得益于数据中心、PON和支持LoRa的产品的需求增强。然而，物联网系统和连接性收入下降了37%，至7660万美元，原因是由于需求疲软和价格压力，模块和路由器的销售减少。公司保持了与财务契约的合规性，季度末现金余额为11590万美元，同时在可循环信贷额度下有28220万美元可用。营业费用下降了76%，至9770万美元，受益于重组成本的降低和去年没有计提商誉减值损失。管理层预计将继续专注于成本管理，同时投资于增长战略。
先科电子公司报告2025财年第二季度营业收入为21540万美元，比2024财年第二季度的23840万美元下降了9.7%。公司记录了一项净亏损为17030万美元，主要由于将18810万美元的可转换债券兑换为普通股而导致的14470万美元的债务注销损失。毛利率同比提高至49.0%，较之前的42.3%有所改善。信号完整性部门的营业收入增长了29%，达5940万美元；模拟混合信号和无线收入增长了13%，达7930万美元，主要得益于数据中心、PON和支持LoRa的产品的需求增强。然而，物联网系统和连接性收入下降了37%，至7660万美元，原因是由于需求疲软和价格压力，模块和路由器的销售减少。公司保持了与财务契约的合规性，季度末现金余额为11590万美元，同时在可循环信贷额度下有28220万美元可用。营业费用下降了76%，至9770万美元，受益于重组成本的降低和去年没有计提商誉减值损失。管理层预计将继续专注于成本管理，同时投资于增长战略。
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