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Synaptics (SYNA) investor relations material
Synaptics J.P. Morgan 54th Annual Global Technology, Media and Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and strategic focus
Focused on Edge AI and Physical AI, building on legacy in processing, sensing, and connectivity.
Product portfolio includes processors, wireless connectivity (Wi-Fi, Bluetooth, Thread), touch and fingerprint sensing, and video interface capabilities.
Transitioned from PC touchpads to IoT and AI-driven solutions, emphasizing integrated semiconductor platforms.
Financial performance and outlook
Achieved over 30% year-over-year growth in IoT business and more than 20% EPS growth in the March quarter.
Double-digit revenue growth reported, with guidance for over 40% IoT revenue growth for the fiscal year ending June.
Multiple design wins in Edge AI and Physical AI, with 35 OEM engagements in robotics and humanoids.
Product innovation and roadmap
Astra processor family, featuring AI-native microprocessors and microcontrollers, is set to drive IoT growth from 2027.
Recent sampling of Wi-Fi 7/Bluetooth 6.0 MCU with integrated NPU; production expected in 2027.
Semi-custom microcontroller with Coral NPU and ISP, co-developed with a major customer, to ramp in late 2027.
Wi-Fi 8 silicon implementation targeted for late 2024, ahead of many peers.
- Q3 FY2026 revenue up 10.4% YoY, Core IoT grew 31%, and Q4 outlook remains strong.SYNA
Q3 20268 May 2026 - Edge AI and wireless innovation drive growth, with Astra platform set for imminent launch.SYNA
28th Annual Needham Growth Conference Virtual12 Apr 2026 - Q2 revenue up 13% to $302.5M, Core IoT up 53%, with strong non-GAAP EPS and robust outlook.SYNA
Q2 20266 Feb 2026 - All proposals, including director elections and compensation, were approved without dissent.SYNA
AGM 20243 Feb 2026 - Q4 revenue rose 9% YoY to $247.4M, Core IoT up 63%, and Q1 FY25 guidance at $255M.SYNA
Q4 20241 Feb 2026 - AI-native, open platforms and Google partnership drive leadership in scalable edge AI for IoT.SYNA
Rosenblatt's 5th Annual Age of AI Summit Presentation26 Jan 2026 - Q1 FY25 revenue up 8.4% to $257.7M, led by 55% Core IoT growth and margin gains.SYNA
Q1 202515 Jan 2026 - Q1'26 revenue rose 14% YoY, with core IoT up 74%, driven by edge AI and IoT solutions.SYNA
Investor presentation13 Jan 2026 - Edge AI and IoT growth accelerate with Google partnership, Wi-Fi 7, and broad market expansion.SYNA
27th Annual Needham Growth Conference10 Jan 2026
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