Semtech Corp (NASDAQ: SMTC) — Q2 2027 Post Earnings

Post earnings note company quarterly analysis

Key Operations

As of August 25, 2026
Q2 Total Revenue USD 341.9M
Divisions
Signal Integrity 36.9%
Analog Mixed Signal and Wireless 34.3%
IoT Systems and Connectivity 28.8%

Key Earnings Driver: Signal Integrity

Semtech reported Q2 revenue of $341.9M, up 33% YoY, with management citing record revenue across key focus areas, accelerating bookings and record backlog. Signal Integrity revenue rose 64% to $126.2M, the fastest YoY growth among Semtech’s reported operating divisions. Analog Mixed Signal and Wireless revenue rose 27.6% to $117.4M, while IoT Systems and Connectivity increased 10.7% to $98.3M.

Key Operating Metrics¹

METRIC

STATUS

Signal Integrity

🟢 Scaling

Analog Mixed Signal and Wireless

🟢 Scaling

IoT Systems and Connectivity

🟢 Scaling

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.