Gloo Holdings, Inc. (GLOO) Q4 2026 Earnings Call Transcript

Semtech Corporation (SMTC) Q1 2027 Earnings Call Transcript


Semtech Corporation (SMTC) Q1 2027 Earnings Call May 26, 2026 4:30 PM EDT

Company Participants

Mitchell Haws – Senior Vice President of Investor Relations
Hong Hou – President, CEO & Director
Mark Lin – Executive VP & CFO

Conference Call Participants

Richard Schafer – Oppenheimer & Co. Inc., Research Division
Sean O’Loughlin – TD Cowen, Research Division
Christopher Rolland – Susquehanna Financial Group, LLLP, Research Division
Quinn Bolton – Needham & Company, LLC, Research Division
Cody Grant Acree – The Benchmark Company, LLC, Research Division
Tristan Gerra – Robert W. Baird & Co. Incorporated, Research Division
Kyle Robert Smith – Stifel, Nicolaus & Company, Incorporated, Research Division
Craig Ellis – B. Riley Securities, Inc., Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Semtech Corporation’s First Quarter 2027 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference call is being recorded. I would now like to hand the conference over to Mitch Haws, Senior Vice President of Investor Relations for Semtech. Please go ahead.

Mitchell Haws
Senior Vice President of Investor Relations

Thank you, and welcome to Semtech’s First Quarter 2027 Financial Results Conference Call. Participants on today’s conference call are Hong Hou, President and Chief Executive Officer; and Mark Lin, Executive Vice President and Chief Financial Officer. Today after the market close, we released our unaudited results for the first quarter ended April 26, 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 see Slide 2 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 our actual results and events to differ materially from those anticipated or projected on today’s call. You



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