Total Cost of Revenue
Semtech Total Cost of Revenue increased by 2.6% to $139.55M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 16.5%, from $119.77M to $139.55M. Over 4 years (FY 2022 to FY 2026), Total Cost of Revenue shows an upward trend with a 16.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase relative to revenue suggests rising production costs or margin compression, while a decrease suggests improved operational efficiency.
Detailed definition
Total cost of revenue includes the direct costs attributable to the production of goods or the delivery of services sold...
Peer comparison
Varies by industry; for medical device manufacturers, this includes significant manufacturing and supply chain costs.
total_cost_of_revenueHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $65.51M | $69.57M | $71.24M | $73.39M | $72.94M | $74.48M | $63.05M | $67.50M | $133.59M | $137.64M | $107.93M | $193.34M | $106.51M | $109.89M | $115.86M | $120.50M | $119.77M | $123.48M | $128.49M | $136.08M | $139.55M |
| QoQ Change | — | +6.2% | +2.4% | +3.0% | -0.6% | +2.1% | -15.4% | +7.1% | +97.9% | +3.0% | -21.6% | +79.1% | -44.9% | +3.2% | +5.4% | +4.0% | -0.6% | +3.1% | +4.1% | +5.9% | +2.6% |
| YoY Change | — | — | — | — | +11.3% | +7.1% | -11.5% | -8.0% | +83.1% | +84.8% | +71.2% | +186.4% | -20.3% | -20.2% | +7.3% | -37.7% | +12.4% | +12.4% | +10.9% | +12.9% | +16.5% |
Business Segments
| Segment | FY'26 |
|---|---|
| IoT Systems And Connectivity | $228.18M |
| Analog Mixed Signal and Wireless | $153.46M |
| Signal Integrity | $112.26M |
| Total | $507.83M |
All segment values are derived from annual filings.
Total Cost of Revenue at Other Companies
Frequently Asked Questions
- What is Semtech's total cost of revenue?
- Semtech (SMTC) reported total cost of revenue of $139.55M in Q1 2026.
- How has Semtech's total cost of revenue changed year-over-year?
- Semtech's total cost of revenue increased by 16.5% year-over-year, from $119.77M to $139.55M.
- What is the long-term trend for Semtech's total cost of revenue?
- Over 4 years (2022 to 2026), Semtech's total cost of revenue has grown at a 16.1% compound annual growth rate (CAGR), from $279.72M to $507.83M.
- What does total cost of revenue mean?
- The direct costs incurred to produce the goods or services that a company sold during a specific period.