share_log

Semtech | 10-Q: Q2 2025 Earnings Report

Semtech | 10-Q: Q2 2025 Earnings Report

先科電子 | 10-Q：2025財年二季報
美股SEC公告 ·  2024/08/29 04:43

Moomoo AI 已提取核心訊息

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.
先科電子報告了2025財年第二季度營業收入爲21540萬，較2024財年第二季度的23840萬下降了9.7%。該公司錄得淨虧損17030萬，主要由於以18810萬可轉換債券換取普通股導致的14470萬債務解除損失。毛利率同比提高至49.0%，而去年爲42.3%。信號完整性部門的營業收入增長了29%，達到5940萬，模擬混合信號和無線部門的營業收入增加了13%，達到7930萬，主要得益於數據中心、PON和LoRa支持產品需求的強勁。然而，物聯網系統和連接性收入下降了37%，至7660萬，原因是由於需求疲軟和價格壓力導致的模塊和路由器銷售減少。該公司遵守財務契約，並以11590萬現金和28220萬可用的循環信貸額度結束本季度。營業費用減少了76%，至9770萬，受益於重組成本降低和去年的商譽減值費用缺失。管理層預期將繼續專注於成本管理，同時投資於增長計劃。
先科電子報告了2025財年第二季度營業收入爲21540萬，較2024財年第二季度的23840萬下降了9.7%。該公司錄得淨虧損17030萬，主要由於以18810萬可轉換債券換取普通股導致的14470萬債務解除損失。毛利率同比提高至49.0%，而去年爲42.3%。信號完整性部門的營業收入增長了29%，達到5940萬，模擬混合信號和無線部門的營業收入增加了13%，達到7930萬，主要得益於數據中心、PON和LoRa支持產品需求的強勁。然而，物聯網系統和連接性收入下降了37%，至7660萬，原因是由於需求疲軟和價格壓力導致的模塊和路由器銷售減少。該公司遵守財務契約，並以11590萬現金和28220萬可用的循環信貸額度結束本季度。營業費用減少了76%，至9770萬，受益於重組成本降低和去年的商譽減值費用缺失。管理層預期將繼續專注於成本管理，同時投資於增長計劃。
有用
沒用

該公告為獨立文件：

獨立文件1  查看翻譯

獨立文件2  查看翻譯

獨立文件3  查看翻譯

獨立文件4  查看翻譯

獨立文件5  查看翻譯

獨立文件6  查看翻譯

獨立文件7  查看翻譯

獨立文件8  查看翻譯

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    相關股票 相關股票
    代碼 迷你走勢 最新價
    AELUMA INC
    ALMU
    -- 7.025
    GCT Semiconductor Holding
    GCTS
    -- 1.780
    VanEck HIP Sustainable Muni ETF
    SMI
    -- 45.291
    Mobix Labs
    MOBX
    -- 0.853
    Everspin Technologies
    MRAM
    -- 5.080
    解鎖完整榜單
    重估中國資產
    繼中國開創性的DeepSeek技術推出之後，華爾街大行重估對中國市場的投資前景。
    熱門討論
    FOMC維持利率但不確定性高企：美股後市走向如何？
    🎙️討論 1. 美聯儲強調政策路徑存在「高度不確定性」，你更關注利率預期變化還是經濟數據對市場的短期影響？ 2. 若核心通脹維持高位，哪類板塊更具交易機會——防禦型股票還是科技成長股？ 展开
    聯邦公開市場委員會新聞發佈會，2025年3月19日