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Tyler Bomba

Research Analyst at Baird Financial Group, Inc.

Milwaukee, WI, US

Tyler Bomba is an Equity Research Analyst at Robert W. Baird & Co., specializing in finance and consumer services sectors. Based in Milwaukee, he plays a key role in Baird's institutional research team, though information on specific companies covered and quantitative performance metrics are not publicly available. Bomba began his career after graduating from Marquette University and has built his network within Baird, consistently demonstrating professionalism and expertise in equity research. His credentials likely include the standard FINRA securities licenses necessary for his analyst role, but specific registration numbers or notable recognitions are not listed.

Tyler Bomba's questions to SEMTECH (SMTC) leadership

Question · Q4 2025

Tyler Bomba, on for Tristan Gerra, asked for an update on LoRa inventory levels and the timing of the Mercedes factory ramp. He also inquired about medium-term opportunities for Linear Pluggable Optics (LPO) in the data center.

Answer

Executive Mark Lin confirmed that channel inventories, including for LoRa, are monitored and aligned with expected demand, and noted the Mercedes deployment has already occurred. President and CEO Hong Hou explained that near-term LPO opportunities are primarily in 800-gig applications, where Semtech provides both TIA and laser driver solutions. For 1.6T, he noted the industry focus is more on Linear Receive Optics (LRO), where Semtech supplies the TIA component.

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