Operations
As of August 25, 2026
Q2 Revenue
↑ 33% YoY
$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 Signal Integrity revenue increased 64% to $126.2M, the fastest year over year growth among Semtech’s reported operating divisions. Analog Mixed Signal and Wireless revenue increased 27.6% to $117.4M, and IoT Systems and Connectivity revenue increased 10.7% to $98.3M.
Key Operating Metrics¹
METRIC
STATUS
Signal Integrity↑ 64%
🟢 Scaling
Analog Mixed Signal and Wireless↑ 27.6%
IoT Systems and Connectivity↑ 10.7%
Key Financial Metrics
Gross Margin
53.80%
+1.7 pp YoY
Backlog / Revenue
N/A
CapEx Intensity
2.19%
0.02x Revenue
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.