SM
SMTC
SMTC What SEMTECH promised, and what happened
Guidance
What management said, and what became of it
36 of 37 judged targets kept · 21 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted diluted EPS guidance | $0.45, plus or minus $0.03 | Jan 2026 | We recorded adjusted diluted earnings per share of $0.51, above the high end of our guidance range. | Achieved |
| Data center year-over-year revenue growth (FY27) | Exceed 50% year-over-year growth | Jan 2026 | In last quarter, that floor number certainly created some confusion. I will not let our growth potential or aspiration. I will not cap that for the year-over-year. | Revised Up |
| CopperEdge 1.6T ACC hyperscaler deployment | Launch ACC with U.S. hyperscaler customers during calendar year 2026 | Jul 2025 | Consistent with our expectations, in Q1, we started shipping CopperEdge 1.6T ICs to our cable partners for deployment at a U.S. hyperscaler. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 58 tracked commitments for SEMTECH
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.