Semtech Corporation (SMTC) Q2 2027 Earnings Call Transcript

SA Transcripts 162K Followers Follow Semtech Corporation ( SMTC ) Q2 2027 Earnings Call August 25, 2026 4:30 PM EDT Company Participants Mitchell Haws - Senior Vice President of Investor Relations Hong Hou - President, CEO & Director Mark Lin - Executive VP & CFO Conference Call Participants Quinn Bolton - Needham & Company, LLC, Research Division Richard Schafer - Oppenheimer & Co. Inc., Research Division Sean O'Loughlin - TD Cowen, Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Harsh Kumar Joseph Moore - Morgan Stanley, Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Craig Ellis - B. Riley Securities, Inc., Research Division Cody Grant Acree - The Benchmark Company, LLC, Research Division Scott Searle - ROTH Capital Partners, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Semtech Corporation's Second Quarter 2027 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference call is being recorded. I would now like to hand the conference over to Mitch Haws, Senior Vice President of Investor Relations for Semtech. Please go ahead. Mitchell Haws Senior Vice President of Investor Relations Thank you, and welcome to Semtech's Second Quarter 2027 Financial Results Conference Call. Participants on today's conference call are Hong Hou, President and Chief Executive Officer; and Mark Lin, Executive Vice President and Chief Financial Officer. Before we begin the prepared remarks, I would like to highlight upcoming investor events, including the Citibank Global TMT Conference on September 8 and the Benchmark TMT and JPMorgan Rising Tech Leaders Forum, both on September 10 in New York City. In addition, we hope you'll attend our investor event in San Jose on October 15 and during which we'll provide an in-depth overview of Semtech's strategy, differentiated technology portfolio, key growth opportunities and long-term financial targets. The event will also feature panel discussion moderated by Morgan Stanley with industry luminaries from the 650 Group, Meta and