๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $291.0M (Est. $283.53M) โ
โข Adj. EPS: $0.51 (Est. $0.45) โ
โข Adj. gross margin: 53.0%
โข Adj. operating margin: 20.4%
โข Adj. EBITDA: $66.4M
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q2 Revenue: $328M ยฑ $5M (Est. $300.69M) โ
โข Q2 Adj. EPS: $0.61 ยฑ $0.02 (Est. $0.51) โ
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Record quarterly revenue with strong data center and LoRa demand
โข FiberEdge and CopperEdge 1.6T expected to accelerate growth through FY27
โข Significant operating leverage improvement drove margin expansion
โข Bookings and backlog strength support bullish growth outlook
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โSemtech is off to an exceptional start in fiscal year 2027.โ