IoT Systems And Connectivity — Cost of Sales
Semtech IoT Systems And Connectivity — Cost of Sales remained flat by 0.0% to $57.05M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 15.8%, from $49.27M to $57.05M. Over 2 years (FY 2024 to FY 2026), IoT Systems And Connectivity — Cost of Sales shows relatively stable performance with a -4.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase in cost of sales relative to revenue may indicate rising input costs, manufacturing inefficiencies, or shifts in product mix, while a decrease suggests improved production cost management or economies of scale.
Detailed definition
This metric represents the total direct costs attributable to the production and delivery of goods and services within t...
Peer comparison
Comparable to cost of goods sold (COGS) for hardware and connectivity segments at other semiconductor or IoT infrastructure providers.
smtc_segment_iot_systems_and_connectivity_cost_of_salesHistorical Data
| FY'24 | FY'25 | FY'26 | |
|---|---|---|---|
| Value | $249.96M | $197.08M | $228.18M |
| YoY Change | — | -21.2% | +15.8% |
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Frequently Asked Questions
- What is Semtech's iot systems and connectivity — cost of sales?
- Semtech (SMTC) reported iot systems and connectivity — cost of sales of $57.05M in Q4 2025.
- How has Semtech's iot systems and connectivity — cost of sales changed year-over-year?
- Semtech's iot systems and connectivity — cost of sales increased by 15.8% year-over-year, from $49.27M to $57.05M.
- What is the long-term trend for Semtech's iot systems and connectivity — cost of sales?
- Over 2 years (2024 to 2026), Semtech's iot systems and connectivity — cost of sales has grown at a -4.5% compound annual growth rate (CAGR), from $249.96M to $228.18M.
- What does iot systems and connectivity — cost of sales mean?
- The total direct expenses incurred to produce and deliver products and services within the IoT Systems and Connectivity segment.