Semtech (SMTC) Cost of Revenue (2009 - 2026)
Semtech (SMTC) posted Cost of Revenue of $158.1 million for Q3 2026, up 16.18% on a QoQ basis from $136.1 million in Q1 2026, and up 28.04% year-over-year from $123.5 million in Q3 2025.
Analysis
Semtech (SMTC) Cost of Revenue (2009 - 2026) Analysis & Trends
Semtech has reported Cost of Revenue for 18 years, with the latest figure at $158.1 million in Q3 2026.
- On a quarterly basis, Cost of Revenue rose 28.04% year-over-year to $158.1 million in Q3 2026; TTM through Jul 2026 was $546.2 million, a 13.88% increase from a year earlier, with the FY2026 full-year figure at $507.8 million, up 12.16% from the prior year.
- Cost of Revenue was $158.1 million for Q3 2026 at Semtech, up from $136.1 million in the prior quarter.
- The five-year high for Cost of Revenue was $193.3 million in Q1 2024, with the low at $63.0 million in Q4 2022.
- Average Cost of Revenue over 5 years is $113.5 million, with a median of $117.8 million recorded in 2024.
- The sharpest annual moves came in 2024 and 2025: Cost of Revenue jumped 186.43% in 2024, then plunged 37.67% in 2025.
- Over 5 years, Cost of Revenue stood at $63.0 million in 2022, then jumped by 71.19% to $107.9 million in 2023, then increased by 7.34% to $115.9 million in 2024, then gained by 10.91% to $128.5 million in 2025, then advanced by 23.05% to $158.1 million in 2026.
- The last three Cost of Revenue figures came in at $158.1 million (Q3 2026), $136.1 million (Q1 2026), and $128.5 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | 2,246.74 Bn | 2,142.69 Bn | 27.22 Bn | 12.97 Bn |
| 2 | Micron Technology | 1,101.07 Bn | 1,075.05 Bn | 35.06 Bn | 6.40 Bn |
| 3 | Intel | 519.13 Bn | 505.00 Bn | 6.51 Bn | 9.62 Bn |
| 4 | Texas Instruments | 245.39 Bn | 238.39 Bn | 3.35 Bn | 2.11 Bn |
| 5 | Analog Devices | 183.54 Bn | 181.22 Bn | 2.71 Bn | 1.31 Bn |
| 6 | NXP Semiconductors | 59.67 Bn | 56.81 Bn | 2.00 Bn | 1.49 Bn |
| 7 | United Microelectronics | 57.00 Bn | 53.04 Bn | 706.26 Mn | 1.47 Bn |
| 8 | STMicroelectronics | 45.78 Bn | 41.92 Bn | 1.22 Bn | 2.27 Bn |
| 9 | Microchip Technology | 40.29 Bn | 40.02 Bn | 938.90 Mn | 545.80 Mn |
| 10 | Semtech | 15.61 Bn | 15.40 Bn | 183.76 Mn | 158.11 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 26, 2026 | 158.11 Mn |
| Jan 25, 2026 | 136.08 Mn |
| Oct 26, 2025 | 128.49 Mn |
| Jul 27, 2025 | 123.48 Mn |
| Apr 27, 2025 | 119.77 Mn |
| Jan 26, 2025 | 120.50 Mn |
| Oct 27, 2024 | 115.86 Mn |
| Jul 28, 2024 | 109.89 Mn |
| Apr 28, 2024 | 106.51 Mn |
| Jan 28, 2024 | 193.34 Mn |
| Oct 29, 2023 | 107.93 Mn |
| Jul 30, 2023 | 137.64 Mn |
| Apr 30, 2023 | 133.59 Mn |
| Jan 29, 2023 | 67.50 Mn |
| Oct 30, 2022 | 63.05 Mn |
| Jul 31, 2022 | 74.48 Mn |
| May 1, 2022 | 72.94 Mn |
| Jan 30, 2022 | 73.39 Mn |
| Oct 31, 2021 | 71.24 Mn |
| Aug 1, 2021 | 69.57 Mn |