Semtech SMTC Business Segments
| TTM Q1 '27 | TTM Q4 '26 | TTM Q3 '26 | TTM Q2 '26 | TTM Q1 '26 | ||
|---|---|---|---|---|---|---|
| Net sales: by Business | ||||||
| Analog Mixed Signal and Wireless | $383.58M+13.4% | $373.44M+15.7% | $365.12M+22.6% | $350.91M+23.0% | $338.18M+22.5% | |
| IoT Systems and Connectivity | $355.27M+4.8% | $353.92M+9.0% | $357.11M+11.2% | $351.27M+9.0% | $339.1M-7.8% | |
| Signal Integrity | $351.09M+26.8% | $322.61M+23.3% | $304.4M+31.2% | $294.29M+41.7% | $276.97M+42.4% | |
| Gross Profit by Business | ||||||
| Analog Mixed Signal and Wireless | $222.7M+14.1% | $219.99M+22.6% | $213.21M+29.2% | $204.27M+33.4% | $195.11M+29.4% | |
| IoT Systems and Connectivity | $127.39M-2.3% | $125.74M-1.4% | $136.87M+8.7% | $138.33M+2.8% | $130.39M-15.8% | |
| Signal Integrity | $226.18M+28.5% | $210.35M+29.3% | $195.18M+38.0% | $187.15M+55.1% | $176.06M+57.9% | |
| Segment gross margin by Business | ||||||
| Signal Integrity | 191.1%+0.1pp | 193.9%+8.8pp | 193.5%-5.4pp | 191.5%+41.4pp | 191%+88.5pp | |
| Concentration risk, percentage by Geography | ||||||
| Asia-Pacific | 207%— | 198%— | —— | —— | —— |
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.
