Semtech SMTC Business Segments
| Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | ||
|---|---|---|---|---|---|---|
| Net sales: by Business | ||||||
| Analog Mixed Signal and Wireless | $100.76M+7.5% | $93.74M-3.4% | $97.04M+5.4% | $92.04M+1.6% | $90.62M+6.1% | |
| IoT Systems and Connectivity | $88.26M-1.8% | $89.9M+1.8% | $88.32M-0.5% | $88.79M+2.2% | $86.92M-6.6% | |
| Signal Integrity | $102M+12.4% | $90.72M+11.2% | $81.61M+6.3% | $76.76M+4.4% | $73.52M+1.4% | |
| Gross Profit by Business | ||||||
| Analog Mixed Signal and Wireless | $59.16M+12.3% | $52.69M-6.4% | $56.29M+3.2% | $54.56M-3.3% | $56.45M+22.9% | |
| IoT Systems and Connectivity | $31.57M+11.1% | $28.4M-12.2% | $32.36M-7.7% | $35.05M+17.1% | $29.92M-24.3% | |
| Signal Integrity | $63.99M+4.6% | $61.17M+15.1% | $53.16M+11.1% | $47.86M-0.6% | $48.16M+4.7% | |
| Segment gross margin by Business | ||||||
| Analog Mixed Signal and Wireless | 58.7%— | —— | 58%-1.3pp | 59.3%-3.0pp | 62.3%— | |
| IoT Systems and Connectivity | 35.8%— | —— | 36.6%-2.9pp | 39.5%+5.1pp | 34.4%+33.1pp | |
| Signal Integrity | 62.7%+61.8pp | 0.9%-64.2pp | 65.1%+2.7pp | 62.4%-3.1pp | 65.5%+65.0pp | |
| Segment cost of sales by Business | ||||||
| Analog Mixed Signal and Wireless | $41.6M— | —— | $40.75M+8.7% | $37.48M+9.7% | $34.18M-13.5% | |
| IoT Systems and Connectivity | $56.69M— | —— | $55.96M+4.1% | $53.74M-5.7% | $56.99M+6.4% | |
| Signal Integrity | $38.01M— | —— | $28.46M-1.5% | $28.9M+14.0% | $25.36M-4.3% | |
| Concentration risk, percentage by Geography | ||||||
| Asia-Pacific | 72%+70.0pp | 2%-66.0pp | 68%+3.0pp | 65%+2.0pp | 63%— | |
| Europe | 9%— | —— | 9%-2.0pp | 11%-4.0pp | 15%— | |
| North America | 19%— | —— | 23%-1.0pp | 24%+2.0pp | 22%— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Semtech break its business down?
- Semtech (SMTC) reports net sales: by business across 3 parts — Analog Mixed Signal and Wireless, IoT Systems and Connectivity and Signal Integrity. Each is extracted from the segment footnotes and tracked over time.
- Where does Semtech's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Semtech's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
