Synaptics Incorporated · NASDAQ:SYNA

Synaptics — Investor Presentation (June 2026)

30 slides from Synaptics's investor presentation, June 2026

  1. Slide 1: Investor Presentation

    Investor Presentation June 2026 © 2026 Synaptics Incorporated 1

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and the safe harbors created under the Securities Act of 1933, as amended, and the Securities Act of 1934, as amended. Such forward-looking statement

  3. Slide 3: Synaptics Overview

    Synaptics Overview Germany UK Poland France Switzerland China United States Korea Japan Israel Taiwan India ~1,800 2,000+ $1.1B 7B+ Trusted by a majority of Employees Patents Revenue* Devices Shipped Leading Global OEMs *FY2025 Fiscal Year Revenue © 2026 Synaptics Incorporated 3

  4. Slide 4: Powering the Intelligent Edge

    Powering the Intelligent Edge Core IoT Product Broad Product Portfolio Revenue Strong Margin Profile Applications Analog Mixed-Signal Q3’26 Revenue Q3’26 Non-GAAP Gross Q3’26 Core IoT Revenue Multi-Core Processors up 10% YoY Margin 53.6%(1) Grew 31% YoY Wireless Connectivity Note: As-reported Q3 fis

  5. Slide 5: From Interfaces to Human Experiences

    From Interfaces to Human Experiences Smart Home Industrial Enterprise © 2026 Synaptics Incorporated 5

  6. Slide 6: Leadership Team

    Leadership Team RAHUL PATEL KEN RIZVI LISA BODENSTEINER JAVIER DEL PRADO President & CEO Senior Vice President, Chief Financial Officer Chief Legal Officer Global Operations SATISH GANESAN VIKRAM GUPTA LORI STAHL ERIC STAUFFER SVP & GM, of Edge Interface & SVP & GM, of Edge Compute and Global Head,

  7. Slide 7: Powering the Home with Edge AI & Sensing

    Powering the Home with Edge AI & Sensing Local Intelligence for the Smart Home Smart Devices Edge AI processing can occur locally in the home, enabling faster responses and enhanced privacy Edge AI Hub Contextually Aware Real-Time Decisions Enhanced Privacy © 2026 Synaptics Incorporated 7

  8. Slide 8: Edge AI & Sensing Fueling IIoT

    Edge AI & Sensing Fueling IIoT Intelligent, Unified Systems Industrial Edge AI Controller Autonomous Systems UAV Edge AI enables reliable, real- time control in industrial systems where safety, uptime, and autonomy are critical Real-Time Control Supporting Safety Always-On Reliability Lower Total Co

  9. Slide 9: Edge AI & Intelligence Sensing for Personal Devices

    Edge AI & Intelligence Sensing for Personal Devices Intelligence That Moves with You Edge AI brings intelligent, context-aware experiences to personal devices while enhancing user privacy. Personal Edge AI Agentic Edge AI Enhanced Privacy by Design Context-Aware Processing © 2026 Synaptics Incorpora

  10. Slide 10: Shaping Physical AI & Robotics

    Shaping Physical AI & Robotics Real-Time Intelligence Where Machines Sense, Decide, and Act Edge AI is designed to enable Autonomous Robots robots to operate with advanced perception and decision- Robotic Systems making by processing vision, touch, audio, and contextual data locally to support fast

  11. Slide 11: Edge AI Processors & Connectivity

    Edge AI Processors & Connectivity © 2026 Synaptics Incorporated 11

  12. Slide 12: AI is Unlocking the Potential of Edge IoT Processors

    AI is Unlocking the Potential of Edge IoT Processors IoT DEVICE EDGE ACCESS EDGE CLOUD <10 GOPS 100s of GOPS <10 TOPS 10s of TOPS 100s of TOPS Hybrid Inferencing Context-aware computing designed to deliver intelligence at various power levels Multi-modal workloads Vision, Audio, Video, Voice Adaptiv

  13. Slide 13: Astra — AI-Native Compute

    Astra — AI-Native Compute Advancing Compute Flexibility for IoT Products Compute Adaptive AI Unified Software Partner Solution Wireless Solutions Framework Experience Ecosystem Connectivity Process Wearables Control Smart Industrial Home Automation Smart Streaming Security © 2026 Synaptics Incorpora

  14. Slide 14: Intelligent Connectivity

    Intelligent Connectivity Scalable wireless for modern IoT systems Expertise Innovation Performance AI-Native Compute IoT Optimized Robust Smart Home Automotive 25x Wider Channel 50 Higher % Throughput Interoperability PC/Display Wearables Mobile Infrastructure Advanced Device Security Updates Connec

  15. Slide 15: Open, Scalable, Developer-First Platforms

    Open, Scalable, Developer-First Platforms Broad Partner & Platform Ecosystem System-on-Modules Reference Architectures AI Model Partners Market Vertical Dev Kits Developer Hub Production Grade OS/Distros Scaling Partners Open Software & SDKs © 2026 Synaptics Incorporated 15

  16. Slide 16: Enterprise & Mobile Touch

    Enterprise & Mobile Touch © 2026 Synaptics Incorporated 16

  17. Slide 17: Franchise Enterprise Portfolio

    Franchise Enterprise Portfolio Leader in most Focused incremental High Strong cash flows fund product areas investments profitability Core IoT growth © 2026 Synaptics Incorporated 17

  18. Slide 18: AI-Enhanced Touch & Interaction

    AI-Enhanced Touch & Interaction AI PC: Fingerprint, Touchpad, Large-Format Touch Fingerprint Boosted Biometric Security • High-accuracy fingerprint recognition • Liveness and spoof detection • Context-aware sensing for reliability Touchpad Adaptive Cursor Management • Intelligent finger vs. palm det

  19. Slide 19: Redefining Mobile Touch Performance

    Redefining Mobile Touch Proven Innovation at Scalability Performance • 500+ touch-related patents • Global-scale silicon deployment High Performance Touch Experience • Ultra-fast, low-latency response • AI-enhanced multi-frequency sensing OLED Leadership • Next-gen OLED support (LTPO, Poleless) • Fl

  20. Slide 20: Financials

    Financials © 2026 Synaptics Incorporated 20

  21. Slide 21: Q3 'FY26 Financial Highlights

    Q3 ‘FY26 Financial Highlights • Revenue of $294.2 million, up 10% YoY Mobile $38 Core IoT • Core IoT revenue increased 31% YoY $88 • GAAP & Non-GAAP gross margins(1) were above the mid- point of the guidance – GAAP gross margin of 45.3% Q3’FY26 Revenue – Non-GAAP gross margin of 53.6% $294.2M • GAAP

  22. Slide 22: Core IoT Revenue Expansion

    Core IoT Revenue Expansion 47% Core IoT revenue CAGR Core IoT Revenue ($M) Core IoT Revenue Mix $385M+ ~32% (Mid-Point of Q4 Guide) 25% $272 $178 19% FY24 FY25 FY26E FY24 FY25 FY26E Note: FY26E is based on the mid-point of the guidance for fiscal Q4 and represents an estimate CAGR is calculated from

  23. Slide 23: YoY Growth Driven by Core IoT Strength

    YoY Growth Driven by Core IoT Strength Revenue ($M) Core IoT Revenue ($M) Non-GAAP EPS $294 $1.09 $88 $267 $0.90 $68 Q3 '25 Q3 '26 Q3 '25 Q3 '26 Q3 '25 Q3 '26 Revenue up 10% YoY Core IoT revenue increased 31% Non-GAAP EPS growth of 21%(1) (1) Non-GAAP EPS is a non-GAAP measure. For a reconciliation

  24. Slide 24: Quarterly Revenue and Gross Margin Trend

    Quarterly Revenue and Gross Margin Trend Total Revenue ($M) GAAP Gross Margin Non-GAAP Gross Margin(1) $303 53.5% 53.5% 53.2% 53.6% 53.6% $293 $294 $283 45.3% 43.4% 43.0% 43.5% 42.6% $267 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Note: As-reported, not

  25. Slide 25: Q3 'FY26 Financial Results

    Q3 ‘FY26 Financial Results $M (except EPS) Q3'25 Q2’26 Q3'26 QoQ YoY Revenue $266.6 $302.5 $294.2 (3%) 10% GAAP Gross Margin % 43.4% 43.5% 45.3% 180 bps 190 bps GAAP Operating Expenses $142.1 $146.8 $146.0 (1%) 3% GAAP Operating Margin -9.9% -5.0% -4.3% 70 bps 560 bps GAAP EPS ($0.56) ($0.38) ($0.21

  26. Slide 26: Capital Allocation Priorities

    Capital Allocation Priorities Prioritize Edge AI and Physical AI Accretive opportunities 01. Organic investments 02. Inorganic opportunities Opportunistic, no periodic commitment 03. Debt management 04. Share repurchases © 2026 Synaptics Incorporated 26

  27. Slide 27: Summary

    Summary Focus on Edge AI & IoT growth markets Strong history of positive cash flow generation Disciplined stewardship of shareholder capital Established relationships with a diversified set of customers Strong leadership team driving growth © 2026 Synaptics Incorporated 27

  28. Slide 28: Appendix

    Appendix © 2026 Synaptics Incorporated 28

  29. Slide 29: GAAP to Non-GAAP Reconciliation Tables

    GAAP to Non-GAAP Reconciliation Tables © 2026 Synaptics Incorporated 29

  30. Slide 30: GAAP to Non-GAAP Reconciliation Tables - continued

    GAAP to Non-GAAP Reconciliation Tables - continued © 2026 Synaptics Incorporated 30

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