Semtech's Customers Performance
SMTC
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SMTC's Source of Revenues |
In the Q2, Semtech Corp's corporate clients experienced a reduction by -1.12 % in their costs of revenue, compared to a year ago, sequentially costs of revenue grew by 1.39 %. During the corresponding time, Semtech Corp revenue deteriorated by -9.79 % year on year, sequentially revenue grew by 4.32 %. While revenue at the Semtech Corp's corporate clients recorded rose by 0.18 % year on year, sequentially revenue grew by 0.5 %.
• List of SMTC Customers
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Customers of Semtech Corp saw their costs of revenue decrease by -1.12 % in Q2 compare to a year ago, sequentially costs of revenue grew by 1.39 %, for the same period Semtech Corp revnue deteriorated by -9.79 % year on year, sequentially revenue grew by 4.32 %.
• List of SMTC Customers
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Net sales Product Concentration Risk |
|
86.35 % |
of total Revenue |
Signal Integrity Net sales Customer Concentratio |
|
36.83 % |
of total Revenue |
Analog Mixed Signal and Wireless Net sales Custo |
|
35.57 % |
of total Revenue |
Product sales Net sales Product Concentration Ri |
|
13.65 % |
of total Revenue |
Signal Integrity |
|
27.6 % |
of total Revenue |
Analog Mixed Signal and Wireless |
|
36.83 % |
of total Revenue |
IoT Systems and Connectivity |
|
35.57 % |
of total Revenue |
Product sales |
|
86.35 % |
of total Revenue |
Service revenue |
|
13.65 % |
of total Revenue |
Select the Relationship:
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Select the Category:
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Customers Net Income fell in Q2 by |
Customers Net margin fell to % |
-16.9 % |
10.82 % |
Customers Net Income fell in Q2 by -16.9 % |
Customers Net margin fell to 10.82 % 10.82 % |
Semtech's Comment on Sales, Marketing and Customers
As a result of the breadth of our products and markets, we have a broad and balanced
range of customers.
Representative Customers by End-Markets:
Enterprise Computing
Industrial
High-End Consumer
Communications
Alphabet Inc.
Honeywell Inc.
Huawei Technologies Co., Ltd.
Cisco Systems, Inc.
Hewlett-Packard
Itron, Inc.
LG Electronics Inc.
Ericsson
LuxNet Corp
Panasonic Corp
Quanta Computer
Huawei Technologies Co., Ltd.
Oclaro, Inc.
Raytheon Company
Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd.
Rockwell Automation
Sharp Corporation
ZTE Corporation
Sumitomo Electric
Sharp Corporation
ZTE Corporation
Sonova International
Sony Corp
Semtech's Comment on Sales, Marketing and Customers
As a result of the breadth of our products and markets, we have a broad and balanced
range of customers.
Representative Customers by End-Markets:
Enterprise Computing
Industrial
High-End Consumer
Communications
Alphabet Inc.
Honeywell Inc.
Huawei Technologies Co., Ltd.
Cisco Systems, Inc.
Hewlett-Packard
Itron, Inc.
LG Electronics Inc.
Ericsson
LuxNet Corp
Panasonic Corp
Quanta Computer
Huawei Technologies Co., Ltd.
Oclaro, Inc.
Raytheon Company
Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd.
Rockwell Automation
Sharp Corporation
ZTE Corporation
Sumitomo Electric
Sharp Corporation
ZTE Corporation
Sonova International
Sony Corp
SMTC's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Semtech Corp |
2,907.62 |
702.32 |
279.34 |
1,917 |
Adtran Holdings Inc |
487.31 |
1,276.09 |
-551.36 |
3,227 |
Rtx Corporation |
160,366.97 |
79,042.00 |
4,926.00 |
185,000 |
Ubiquiti Inc |
16,344.16 |
1,927.76 |
349.96 |
1,515 |
Cisco Systems Inc |
225,496.06 |
53,803.00 |
10,320.00 |
90,400 |
Apple Inc |
3,436,626.93 |
391,035.00 |
93,736.00 |
164,000 |
Hp inc |
35,917.20 |
53,285.00 |
2,813.00 |
58,000 |
International Business Machines Corporation |
192,339.70 |
62,581.00 |
6,397.00 |
311,300 |
Netapp Inc |
24,613.20 |
6,377.00 |
1,085.00 |
11,800 |
Unisys Corp |
500.07 |
2,020.60 |
-387.90 |
16,500 |
Xerox Holdings Corporation |
1,130.45 |
6,497.00 |
62.00 |
42,300 |
Agilent Technologies inc |
39,829.17 |
6,511.00 |
1,176.00 |
18,100 |
Dell Technologies Inc |
104,837.67 |
102,301.00 |
2,422.00 |
120,000 |
Motorola Solutions inc |
77,297.47 |
10,421.00 |
1,469.00 |
21,000 |
Qualcomm Inc |
187,416.18 |
37,348.00 |
8,712.00 |
51,000 |
Ciena Corp |
9,298.74 |
4,020.33 |
138.13 |
5,161 |
Corning Inc |
40,415.14 |
12,611.00 |
224.00 |
57,500 |
Danaher Corporation |
180,716.14 |
20,030.00 |
3,892.00 |
63,000 |
Stanley Black and Decker Inc |
14,178.20 |
15,381.70 |
-176.20 |
50,500 |
Itt Inc |
11,537.51 |
3,530.80 |
486.50 |
10,600 |
Lockheed Martin Corporation |
130,162.21 |
71,295.00 |
6,675.00 |
122,000 |
The Boeing Company |
95,669.04 |
73,293.00 |
-7,998.00 |
171,000 |
Amphenol Corporation |
85,876.83 |
14,230.70 |
2,208.80 |
95,000 |
Te Connectivity Ltd |
46,206.16 |
15,812.00 |
3,469.00 |
92,000 |
Juniper Networks Inc |
13,100.10 |
5,033.40 |
250.20 |
11,144 |
Intel Corporation |
99,574.40 |
54,247.00 |
-16,420.00 |
124,800 |
Fortune Brands Innovations Inc |
84.58 |
4,772.10 |
448.10 |
0 |
Science applications International corporation |
7,416.63 |
7,557.00 |
116.00 |
13,000 |
Leidos Holdings Inc |
24,851.15 |
16,277.00 |
1,199.00 |
47,000 |
Aerovironment Inc |
6,108.87 |
753.74 |
59.00 |
663 |
Spirit Aerosystems Holdings inc |
3,838.03 |
6,446.50 |
-1,160.50 |
20,655 |
Triumph Group Inc |
1,059.38 |
1,145.91 |
516.46 |
15,153 |
Ies Holdings Inc |
4,768.19 |
2,757.61 |
208.03 |
3,106 |
Visionary Holdings Inc |
3.57 |
9.38 |
0.97 |
418 |
Preformed Line Products Company |
627.10 |
570.74 |
32.98 |
3,520 |
Avnet Inc |
4,875.44 |
22,845.19 |
370.23 |
15,462 |
Optical Cable Corporation |
19.00 |
63.95 |
-5.85 |
342 |
Belden Inc |
4,772.90 |
2,346.18 |
178.54 |
8,000 |
Commscope Holding Company Inc |
1,463.25 |
4,424.20 |
-1,668.70 |
20,000 |
Kaman Corporation |
1,305.29 |
775.85 |
7.95 |
5,258 |
Avid Technology Inc |
1,195.41 |
413.46 |
12.95 |
1,522 |
Sifco Industries Inc |
21.86 |
100.03 |
-8.04 |
465 |
Irobot Corporation |
279.90 |
810.10 |
-204.84 |
550 |
Universal Electronics Inc |
107.86 |
385.51 |
-43.31 |
1,638 |
Electronic Systems Technology Inc |
1.24 |
1.30 |
-0.31 |
8 |
Tessco Technologies Incorporated |
83.15 |
452.06 |
-4.35 |
786 |
Addvantage Technologies Group Inc |
5.13 |
55.39 |
-8.80 |
178 |
Arrow Electronics inc |
6,472.08 |
28,489.60 |
489.83 |
22,100 |
Encore Wire Corp |
4,678.89 |
2,436.51 |
243.90 |
1,629 |
Nacco Industries Inc |
222.14 |
223.55 |
-17.79 |
3,319 |
Cleartronic Inc |
17.33 |
2.74 |
0.08 |
8 |
Falconstor Software Inc |
10.32 |
10.27 |
-1.20 |
81 |
Nutanix Inc |
15,303.29 |
2,148.70 |
-124.78 |
3,700 |
Twilio Inc |
13,497.29 |
4,338.81 |
-462.34 |
996 |
Semileds Corp |
7.87 |
6.11 |
-2.55 |
187 |
Maxlinear Inc |
1,132.48 |
393.07 |
-225.86 |
753 |
Pixelworks Inc |
40.59 |
60.70 |
-26.68 |
239 |
Alpine 4 Holdings Inc |
0.38 |
103.73 |
-56.75 |
0 |
Amplitech Group Inc |
9.57 |
12.22 |
-7.64 |
5 |
Aviat Networks Inc |
253.36 |
407.73 |
10.76 |
704 |
Clearfield Inc |
516.55 |
168.47 |
-8.93 |
230 |
Clearone Inc |
13.66 |
14.46 |
-3.43 |
201 |
Ceragon Networks Ltd |
212.00 |
347.18 |
6.22 |
905 |
Franklin Wireless Corp |
49.20 |
30.80 |
-4.17 |
69 |
Gilat Satellite Networks Ltd |
298.10 |
266.09 |
23.50 |
1,041 |
Harmonic Inc |
1,286.24 |
622.54 |
84.94 |
1,359 |
Turtle Beach Corporation |
329.62 |
290.05 |
-2.42 |
135 |
Infinera Corporation |
1,574.83 |
1,480.43 |
-114.56 |
2,119 |
Iteris inc |
316.14 |
174.12 |
1.40 |
480 |
Pineapple Energy Inc |
24.89 |
63.09 |
-7.13 |
0 |
Lumentum Holdings Inc |
4,398.25 |
1,274.50 |
-140.80 |
2,930 |
Netgear Inc |
668.91 |
680.18 |
19.58 |
1,556 |
Plantronics Inc. |
1,729.74 |
1,665.53 |
21.64 |
6,172 |
Parkervision Inc |
62.52 |
0.07 |
-6.05 |
31 |
Bk Technologies Corporation |
93.74 |
56.65 |
2.04 |
145 |
Seachange International Inc |
17.65 |
27.58 |
-5.15 |
286 |
Dish Network Corporation |
0.00 |
14,634.69 |
-1,816.14 |
17,733 |
Viasat Inc |
1,202.51 |
4,630.43 |
-1,002.70 |
3,600 |
Minim Inc |
1.18 |
15.50 |
-11.71 |
0 |
Amdocs Limited |
10,604.64 |
4,887.55 |
542.96 |
31,000 |
Okta Inc |
12,774.46 |
2,452.00 |
-136.00 |
5,908 |
Uipath Inc |
7,140.29 |
1,133.39 |
-350.92 |
4,035 |
Cyberark Software Ltd |
11,478.59 |
751.89 |
-66.50 |
2,400 |
Bandwidth Inc |
535.11 |
702.31 |
7.51 |
1,100 |
Ericsson Lm Telephone Co |
28,205.10 |
28,310.22 |
-2,806.18 |
101,332 |
Quantum Computing Inc |
105.71 |
0.34 |
-25.50 |
39 |
Zenvia Inc |
51.97 |
153.44 |
-11.55 |
1,085 |
Ironnet Inc |
0.41 |
24.80 |
-194.24 |
265 |
Audiocodes ltd |
288.31 |
244.38 |
8.78 |
885 |
Super Micro Computer Inc |
1,600.28 |
11,816.77 |
1,048.99 |
0 |
Hewlett Packard Enterprise Company |
26,719.92 |
29,020.00 |
1,855.00 |
60,200 |
Quantum Corp |
402.84 |
382.21 |
-29.69 |
770 |
Pure Storage Inc |
17,498.42 |
2,931.49 |
148.25 |
5,600 |
Extreme Networks Inc |
1,979.45 |
1,032.40 |
-125.14 |
2,656 |
Digi International Inc |
1,075.61 |
430.99 |
17.01 |
790 |
Bos Better Online Solutions Ltd |
17.30 |
43.21 |
2.01 |
85 |
Methode Electronics Inc |
0.00 |
1,082.40 |
-142.50 |
7,500 |
Cambium Networks Corp |
35.72 |
169.98 |
-114.64 |
625 |
Casa Systems Inc |
3.41 |
249.41 |
-107.17 |
1,004 |
Ondas Holdings Inc |
48.96 |
9.72 |
-27.06 |
108 |
R F Industries Ltd |
42.39 |
61.16 |
-7.21 |
321 |
Arlo Technologies Inc |
1,005.83 |
514.94 |
-21.63 |
363 |
SUBTOTAL |
5,468,880.94 |
1,328,354.65 |
121,643.32 |
2,355,355 |
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