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Semtech SMTC IoT Systems and Connectivity — Net sales:

Other segment segments

Signal Integrity
$102M+38.7%
Analog Mixed Signal and Wireless
$100.76M+11.2%

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Other financials

Income statement

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Revenue$291.0M+15.9%
Gross profit$151.5M+15.4%
Operating income$25.8M-28.3%
Net income$26.6M+37.3%
EPS (diluted)$0.27+22.7%

Balance sheet

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Cash & equivalents$163.3M+4.4%
Total debt$517.6M-9.0%
Total equity$573.3M+0.8%
Total assets$1.4B+0.5%

Cash flow

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Operating cash flow$36.2M+30.0%
CapEx$8.2M+395%
Free cash flow$28.0M+7.0%

Valuation

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Market cap$12.6B+199%
Enterprise value$12.95B+180%
P/S11.6×+7.1×

Profitability

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Gross margin51.6%+0.4pp
Operating margin7%+3.7pp
Net margin-3%—
FCF margin15.9%+7.7pp

Returns & leverage

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Return on equity-5.8%—
Debt / equity0.9×-0.1×
Current ratio2.4×-0.2×

Where this comes from

Reported directly by Semtech in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Semtech’s 10-Q, filed May 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Semtech's iot systems and connectivity — net sales:?
Semtech (SMTC) reported iot systems and connectivity — net sales: of $88.26M in Q1 2026.
How has Semtech's iot systems and connectivity — net sales: changed year-over-year?
Semtech's iot systems and connectivity — net sales: increased by 1.5% year-over-year, from $86.92M to $88.26M.
What is the long-term trend for Semtech's iot systems and connectivity — net sales:?
Over 3 years (2023 to 2026), Semtech's iot systems and connectivity — net sales: has grown at a 186.8% compound annual growth rate (CAGR), from $15M to $353.92M.
What does iot systems and connectivity — net sales: mean?
Represents the total revenue generated from the sale of IoT-related hardware, connectivity modules, and integrated system solutions. This metric reflects the market demand for the company's specialized IoT product portfolio and its ability to monetize connectivity technologies.