Dino's questions to SEMTECH (SMTC) leadership • Q2 2026
Question
Speaking on behalf of Timothy Arcuri from UBS, Dino asked about the LoRa business, noting its strong results. He inquired about contributions from new applications and whether this level of performance is expected to continue in the coming quarters.
Answer
CEO Hong Ho attributed the strong LoRa performance to new product capabilities, such as dual-band functionality, which is opening new markets like the low-altitude economy for drones. He highlighted that end-node shipments reached a historic record and raised the quarterly revenue expectation for LoRa to a new range of $30 million to $40 million.