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Semtech SMTC Business Segments

FY'26FY'25FY'24FY'23
Net sales: by Business
Analog Mixed Signal and Wireless$373.44M+15.7%$322.9M+24.1%$260.26M-41.3%$443.24M-2.5%
IoT Systems and Connectivity$353.92M+9.0%$324.64M-24.8%$431.46M+2,776%$15M
Signal Integrity$322.61M+23.3%$261.75M+47.9%$177.03M
Gross Profit by Business
Analog Mixed Signal and Wireless$219.99M+22.6%$179.37M+22.4%$146.6M-46.6%$274.52M+0.1%
IoT Systems and Connectivity$125.74M-1.4%$127.56M-29.7%$181.51M
Signal Integrity$210.35M+29.3%$162.66M+60.7%$101.25M
Segment gross margin by Business
Signal Integrity193.9%+8.8pp185.1%+128pp57.2%
Cost of Sales by Business
Analog Mixed Signal and Wireless$153.46M+6.9%$143.53M+26.3%$113.67M
IoT Systems And Connectivity$228.18M+15.8%$197.08M-21.2%$249.96M
Signal Integrity$112.26M+13.3%$99.09M+30.7%$75.79M
Total Net Sales by Geography
Asia-Pacific$697.6M+21.4%$574.71M+13.7%$505.6M-7.0%$543.8M-6.9%
Europe$120.5M-7.4%$130.1M+3.2%$126.02M+22.0%$103.29M+56.0%
North America$231.88M+13.4%$204.48M-13.8%$237.13M+117%$109.44M+20.5%
Concentration risk, percentage by Geography
Asia-Pacific198%

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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.