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+11.2% | $93.74M+9.7% | $97.04M+17.2% | $92.04M+16.1% | $90.62M+20.3% | |
| IoT Systems and Connectivity | $88.26M+1.5% | $89.9M-3.4% | $88.32M+7.1% | $88.79M+15.9% | $86.92M+19.9% | |
| Signal Integrity | $102M+38.7% | $90.72M+25.1% | $81.61M+14.1% | $76.76M+29.1% | $73.52M+26.1% | |
| Gross Profit by Business | ||||||
| Analog Mixed Signal and Wireless | $59.16M+4.8% | $52.69M+14.8% | $56.29M+18.9% | $54.56M+20.2% | $56.45M+38.7% | |
| IoT Systems and Connectivity | $31.57M+5.5% | $28.4M-28.1% | $32.36M-4.3% | $35.05M+29.3% | $29.92M+10.4% | |
| Signal Integrity | $63.99M+32.9% | $61.17M+33.0% | $53.16M+17.8% | $47.86M+30.2% | $48.16M+38.6% | |
| Segment gross margin by Business | ||||||
| Analog Mixed Signal and Wireless | 58.7%-3.6pp | —— | 58%+0.8pp | 59.3%+2.1pp | 62.3%+8.3pp | |
| IoT Systems and Connectivity | 35.8%+1.4pp | —— | 36.6%-4.4pp | 39.5%+4.1pp | 34.4%-3.0pp | |
| Signal Integrity | 62.7%-2.8pp | 0.9%+0.4pp | 65.1%+2.0pp | 62.4%+0.5pp | 65.5%+5.9pp | |
| Segment cost of sales by Business | ||||||
| Analog Mixed Signal and Wireless | $41.6M+21.7% | —— | $40.75M+14.9% | $37.48M+10.5% | $34.18M-1.3% | |
| IoT Systems and Connectivity | $56.69M-0.5% | —— | $55.96M+15.0% | $53.74M+8.6% | $56.99M+25.6% | |
| Signal Integrity | $38.01M+49.9% | —— | $28.46M+7.8% | $28.9M+27.5% | $25.36M+7.7% | |
| Concentration risk, percentage by Geography | ||||||
| Asia-Pacific | 72%+9.0pp | 2%— | 68%+5.0pp | 65%0.0pp | 63%-1.0pp | |
| Europe | 9%-6.0pp | —— | 9%-5.0pp | 11%-3.0pp | 15%+1.0pp | |
| North America | 19%-3.0pp | —— | 23%0.0pp | 24%+3.0pp | 22%0.0pp |
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.
