Semtech (SMTC) Q2 FY27 earnings call

Semtech delivered a strong Q2 FY27, marked by record revenue and significant operating leverage, primarily fueled by exceptional performance in its data center and LoRa businesses. The company is actively expanding capacity and intensifying R&D to capitalize on the 1.6T/3.2T transition and LoRa's growing market traction, while strategically optimizing its portfolio through the divestiture of its cellular module business.