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Semtech Corporation (SMTC) reported its third-quarter fiscal 2026 results on October 26, 2025, revealing non-GAAP earnings of 48 cents per share, exceeding the Zacks Consensus Estimate by 4 cents and surpassing management’s guidance of 44 cents. Revenue for the quarter reached $267 million, slightly above the consensus estimate and increasing 13% year-over-year.
Key revenue breakdowns include $77.9 million from the infrastructure market (up 18% YoY), $147.2 million from the industrial market (up 12% YoY), and $41.9 million from the high-end consumer market (up 5% YoY). For Q4, Semtech projects net sales of $273 million, with expected non-GAAP earnings of 43 cents per share.
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