Semtech used its Data Center Analyst Day to set a fiscal 2030 framework of $3.2 billion in revenue, a 38% compound rate from fiscal 2026, with data center revenue compounding 75% to $2.1 billion, adjusted gross margin of 70% and adjusted EPS of $12.40 to $13.00. It raised its third-quarter fiscal 2027 outlook to $417.5 million of revenue and $1.14 of adjusted EPS, and expects data center revenue to more than double in fiscal 2027 and again in fiscal 2028.
Investor days