Semtech Q3 FY 2024 Earnings
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
Company
Semtech
Futurum has published 3 analyst insights on Semtech since 2023, most recently December 14, 2023.
Coverage of Semtech
Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
Amazon Sidewalk Using Semtech’s LoRa® as a Foundational Technology to Connect Devices
In this video research note, Futurum chief analyst Daniel Newman explores the latest announcement from Amazon that Amazon Sidewalk, which is built on Semtech’s LoRa technology, is now open to developers. He also shares his thoughts on what this means for device connectivity and consumer IoT.