Semtech Corporation (NASDAQ:SMTC) Q2 2025 Earnings Conference Call August 27, 2024 5:00 PM ET

Company Participants

Mark Lin - Executive Vice President & Chief Financial Officer
Hong Hou - President & Chief Executive Officer

Conference Call Participants

Quinn Bolton - Needham & Company
Tore Svanberg - Stifel
Christopher Rolland - Susquehanna
Harsh Kumar - Piper Sandler
Scott Searle - ROTH Capital Partners
Craig Ellis - B. Riley Securities
Gus Richard - Northland Capital

Operator

Greetings and welcome to the Semtech Corporation Second Quarter Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode. [Operator Instructions] A brief question-and-answer session will follow the formal presentation. As a reminder, this call is being recorded.

I would now like to turn the call over to Mark Lin, Executive Vice President and CFO. Thank you, Mark. You may begin.

Mark Lin

Thank you, operator. Good day, everyone and welcome. I'm pleased to be joined today by Hong Hou, President and Chief Executive Officer. Today after market close, we released our unaudited results for the second quarter of fiscal year 2025, which are posted along with an earnings call presentation to our investor website at investors.semtech.com.

Today's call will include various remarks about future expectations, plans and prospects which comprise forward-looking statements. Please refer to today's press release and see Slide 2 of the earnings presentation for information on risk factors that could cause our actual results to differ materially from those made on this call. Unless otherwise noted, all income statement related financial measures will be non-GAAP other than net sales.

Please refer to today's press release and see Slide 3 of the earnings presentation for important information regarding notes on our non-GAAP financial presentation. The press release and earnings presentation will also include reconciliations of our GAAP and non-GAAP financial measures.

With that, I will turn the call over to Hong.

Hong Hou

Thank you, Mark. Good afternoon and thank you all for joining us today. I'm excited to host my first Semtech earnings call. I would like to take a moment to thank the Board of Directors for giving me the opportunity to lead Semtech as President and CEO at this pivotal time and to thank all our global employees and leaders for the warm welcome they have given me. Over the past two months, I have visited many of our customers, our suppliers in Semtech global locations and taken great pleasure in talking to many people in person, getting to know them and hearing their comments and feedback. I'm especially proud of the Semtech team did not miss a beat in execution and serving the needs of our customers during the leadership transition.