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Semtech (SMTC) investor relations material
Semtech UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Financial and operational highlights
Achieved sequential revenue growth in Q3, with 8% growth in the data center segment and projected 10% growth in Q4.
ACC ramp with a major hyperscaler is scheduled to begin in mid-2026, with initial volume expected in the April quarter.
LPO adoption is increasing, with Q4 expected to reach a mid-single-digit revenue milestone.
LoRa business posted over $40 million in Q3, with growth driven by expanded use cases and dual-band technology.
High-end consumer and industrial segments are outgrowing market proxies, with new growth in wearables and industrial automation.
Technology and product development
ACC offers significant power and latency advantages over AEC, with clear use cases for different cable lengths.
LPO is broadly accepted due to its plug-and-play nature and lower power consumption compared to DSP-based solutions.
800G LPO is mature, while 1.6T LPO is in development, with a compliant driver expected by year-end.
ForceSense acquisition expands sensing capabilities, with expectations to reach $40–$50 million in revenue by 2027.
R&D investment is focused on data center growth and closing capability gaps, with a stronger balance sheet supporting increased investment.
Strategic initiatives and portfolio optimization
Non-core asset divestiture, particularly the cellular module business, is underway to improve margin profile.
UBS is advising on the divestiture, with multiple indications of interest and due diligence in progress.
Post-divestiture, gross margins are expected to approach or exceed 60%, with signal integrity products already at 65.1%.
The divestiture is expected to be earnings accretive and transformational for consolidated margins.
Further portfolio optimization will be considered after the current transaction is completed.
Quantify ACC's revenue impact in 2026
Post-divestiture, path to 60%+ GM
What strategic gaps will Semtech address next
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Q4 202613 Mar, 2026
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Frequently asked questions
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. The company's products are used in a broad range of applications, such as networking and telecommunications infrastructure, broadband access network equipment, enterprise storage systems and data center servers, set top boxes (STBs), portable multimedia devices, wireless infrastructure equipment including base transceiver stations (BTSs) for cellular infrastructure systems and mobile data backhaul systems, computing and gaming peripherals and industrial automation and control systems. The company operates through two segments: Analog Products Division (APD) and Digital Products Division (DPD). Semtech Corporation is based in Camarillo, California.
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