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Semtech Corporation Q4 2026 Earnings Call Summary
Yahoo Finance· 2026-03-17 00:14
Semtech Corporation Q4 2026 Earnings Call Summary - Moby Strategic Performance Drivers Achieved record annual sales of $1,050,000,000, driven by 58% year-over-year growth in the data center portfolio and 34% growth in LoRa revenues. Acquired HIFU Corporation to vertically integrate high-efficiency indium phosphide laser technology, expanding content opportunity from high single-digit dollars at 800G to approximately $80 at 3.2T. Established the Active Copper Cable (ACC) MSA with 12 founding members ...