Semtech Corporation (SMTC) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to Semtech Corporation's second quarter fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After management's remarks, there will be a question and answer session. Please be advised that today's conference call is being recorded. I would now like to hand the call over to Mitch Hawes, Senior Vice President of Investor Relations for Semtech. Thank you. Please go ahead. Thank you and welcome to Semtech's second quarter 2026 financial results conference call. Participants on today's call are Hong Ho, our President and Chief Executive Officer, and Mark Lin, our Executive Vice President and Chief Financial Officer. Before we begin the prepared remarks, I would like to highlight upcoming investor events, including the Deutsche Bank Technology Conference on August 27th, the Benchmark TMT Conference on September 3rd, the J.P. Morgan Rising Tech Leaders Forum on September 4th, and the Piper Sandler Growth Frontiers Conference on September 10th. Today, after market close, we released the run audited results for the second quarter fiscal year 2026, which are posted along with an earnings call presentation to our investor relations website at investors.semtech.com. Today's call will include various remarks about future expectations, plans, and prospects, which comprise forward-looking statements. Please refer to today's press release and slide two of the earnings presentation, as well as the risk factors section of our most recent annual report on Form 10-K for a number of risk factors that could cause or actual results in advance to differ materially from those anticipated or projected on this call. You should consider these risk factors in conjunction with our forward-looking state...