IoT Platform

Semtech Corp (NASDAQ: SMTC) — Q2 FY2027 Post Earnings

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Operations

Q2 2027
Q2 Revenue ↑ 32.7% YoY $341.9M
Segments
Signal Integrity 36.9%
Analog Mixed Signal and Wireless 34.3%
IoT Systems and Connectivity 28.8%

Key Earnings Driver

Signal Integrity Signal Integrity revenue increased 64.4% to $126.2M, the fastest year over year growth among Semtech’s reported operating divisions. Analog Mixed Signal and Wireless revenue increased 27.5% to $117.4M, and IoT Systems and Connectivity revenue increased 10.8% to $98.3M.

Key Operating Metrics¹

METRIC

STATUS

Signal Integrity↑ 64.4%

🟢 Scaling

Analog Mixed Signal and Wireless↑ 27.5%

IoT Systems and Connectivity↑ 10.8%

Key Financial Metrics

Gross Margin 53.80% +1.7 pp YoY
Backlog / Revenue N/A
CapEx Intensity 2.19% 0.02x Revenue

Sources: Semtech Q2 FY2027 Earnings Release — Company Website

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

Tuya (NYSE: TUYA) — Q2 2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q2 2026
Q2 Revenue ↑ 16.0% YoY $92.9M
Segments
PaaS 73.1%
AI application & others 12.4%
Smart home & robot product 14.5%

Key Earnings Driver

Smart Home & Robot Product PaaS revenue increased 16.9% year over year to $67.9 million in Q2. AI application & others revenue increased 3.9% to $11.5 million. Smart home & robot product revenue increased 23.2% to $13.5 million, primarily due to growing customer demand. Tuya noted revenue performance reflected resilient demand across selected home appliance categories and increasing adoption of differentiated, AI-enabled products and solutions.

Key Operating Metrics¹

METRIC

STATUS

PaaS↑ 16.9%

AI application & others↑ 3.9%

Smart home & robot product↑ 23.2%

🟢 Scaling

Key Financial Metrics

Gross Margin 46.30% -2.1 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Sources: Tuya Q2 2026 Earnings Release — Company Website, Tuya Q2 2026 Form 6-K — SEC Filing

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

Tuya (NYSE: TUYA) — Q2 2026 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q1 2026
Q1 Revenue ↑ 8.3% YoY $80.9M
Segments
PaaS 73.0%
AI application & others 14.4%
Smart Home & Robot Products 12.6%

Key Earnings Driver

AI Application & Others AI application & others revenue increased 16.9% year over year to $11.6 million in Q1, primarily driven by higher cloud based services revenue. The company stated that it remained committed to offering recurring value-added services with AI application functions during the quarter. PaaS revenue increased 9.8% to $59.0M. Smart Home & Robot Products revenue declined 6.9% to $10.2 million as management proactively phased out relatively low-value hardware products.

Key Operating Metrics¹

METRIC

STATUS

PaaS↑ 9.8%

AI application & others↑ 16.9%

🟢 Scaling

Smart Home & Robot Products↓ 6.9%

🟠 Transition phase

Key Financial Metrics

Gross Margin 46.90% -1.6 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Sources: Tuya Q1 2026 Financial Results — Company Website, Tuya Q1 2026 Earnings Call Transcript — Company Website

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