Income StatementBalance SheetCash FlowSegments
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Semtech Business Segments

Business, geographic, and product segment breakdowns

Semtech generates $1.1B in annual revenue across 3 key segments: Analog Mixed Signal and Wireless ($383.6M), IoT Systems and Connectivity ($355.3M), and Signal Integrity ($351.1M). The company-wide operating margin is 7.03%. Based on the Q2 2026 filing.

Analog Mixed Signal and Wireless (TTM)$383.6MIoT Systems and Connectivity (TTM)$355.3MSignal Integrity (TTM)$351.1M
Latest FilingQ2 2026
Report Date2026-05-27
Market Cap$15.5B
ROE-5.81%

Products & Services

MetricQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Net sales:$27.8M$27.3M$27.9M$27.4M$25.3M$26.1M
Cost of sales:$11.7M$12.2M$12.7M$12.2M$13.0M$13.9M

Geographic

Concentration risk, percentage

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Asia-Pacific—63.0%65.0%68.0%2.0%72.0%
North America—22.0%24.0%23.0%—19.0%
Europe—15.0%11.0%9.0%—9.0%

Total Net Sales

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Asia-Pacific$143.7M$174.4M$174.4M$174.4M$174.4M—
Europe$32.5M$30.1M$30.1M$30.1M$30.1M—
North America$51.1M$58.0M$58.0M$58.0M$58.0M—

Business Segments

Cost of Sales

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Analog Mixed Signal and Wireless$35.9M$38.4M$38.4M$38.4M$38.4M—
IoT Systems And Connectivity$49.3M$57.0M$57.0M$57.0M$57.0M—
Signal Integrity$24.8M$28.1M$28.1M$28.1M$28.1M—

Gross Profit

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Signal Integrity$46.0M$48.2M$47.9M$53.2M$61.2M$64.0M
Analog Mixed Signal and Wireless$45.9M$56.4M$54.6M$56.3M$52.7M$59.2M
IoT Systems and Connectivity$39.5M$29.9M$35.1M$32.4M$28.4M$31.6M

Net sales:

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Signal Integrity$72.5M$73.5M$76.8M$81.6M$90.7M$102.0M
Analog Mixed Signal and Wireless$85.4M$90.6M$92.0M$97.0M$93.7M$100.8M
IoT Systems and Connectivity$93.1M$86.9M$88.8M$88.3M$89.9M$88.3M

Segment cost of sales

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
IoT Systems and Connectivity$53.6M$57.0M$53.7M$56.0M—$56.7M
Analog Mixed Signal and Wireless$39.5M$34.2M$37.5M$40.8M—$41.6M
Signal Integrity$26.5M$25.4M$28.9M$28.5M—$38.0M

Segment gross margin

SegmentQ4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27
Signal Integrity0.5%65.5%62.4%65.1%0.9%62.7%
Analog Mixed Signal and Wireless—62.3%59.3%58.0%—58.7%
IoT Systems and Connectivity1.3%34.4%39.5%36.6%—35.8%