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Sean O'Loughlin

Vice President and Equity Research Analyst at TD Cowen and Company

Sean O'Loughlin is a Vice President and Equity Research Analyst at TD Cowen, specializing in datacenter connectivity, networking infrastructure, and AI-related semiconductor sectors. He covers companies such as MACOM Technology Solutions, Semtech Corporation, and Credo Technology Group, and his recent performance metrics show a 33% success rate and an average return of -4.4% per rating according to TipRanks, with his most profitable recent recommendation yielding +3.2%. O'Loughlin began issuing analyst ratings for TD Cowen in 2025 after previous experience in executive search within accounting and finance. He holds relevant securities licenses and is FINRA-registered, providing institutional-grade research and insights on next-generation networking companies.

Sean O'Loughlin's questions to SEMTECH (SMTC) leadership

Question · Q3 2026

Sean O'Loughlin asked about the 'meaningful contribution' from Linear Pluggable Optics (LPO) in Q4, its deployment dynamics (project-specific vs. gradual), and the Q4 gross margin mix shift within IoT. He also questioned potential headwinds from foundry CapEx in silicon photonics and silicon germanium.

Answer

CEO Hong Hou stated that LPO is expected to provide a meaningful mid-single-digit contribution in Q4, with the majority of data center growth coming from FiberEdge. He noted LPO's gradual adoption dynamic and its opportunity to increase Semtech's Total Addressable Market (TAM) by 150% by offering drivers in addition to TIAs. CFO Mark Lin clarified that semiconductor gross margins are healthy and accretive, while IoT systems and connectivity (ISC) gross margins are lower due to growth in cellular modules. Hong Hou addressed foundry capacity, mentioning efforts to qualify manufacturing from other sites for silicon germanium to ensure availability and robustness.

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