SMTC: Company disclosure

Item 7.01 Regulation FD Disclosure. As previously announced, on October 15, 2026, Semtech Corporation (the "Company" or “Semtech”) held a Data Center Analyst Day and live webcast in which the Company discussed an updated outlook for Semtech’s third quarter of fiscal year 2027 and a financial framework for fiscal year 2030, as follows: Previous Q3'27 Outlook Updated Q3'27 Outlook (in millions, except per share data) Net sales $ 410.0 +/- $5.0 $ 417.5 +/- $2.5 Non-GAAP Financial Measures Adjusted gross margin* 58.3% +/- 100 bps 59.0% +/- 40 bps Adjusted gross margin, excluding business held for sale* 63.9% +/- 100 bps 64.0% +/- 40 bps Adjusted operating margin* 31.0% +/- 60 bps 33.0% +/- 10 bps Adjusted diluted earnings per share* $ 1.05 +/- $0.03 $ 1.14 +/- $0.02 FY'30 Financial Framework Net sales $3.2 billion Consolidated net sales FY26**-FY30 CAGR* 38 % Data center net sales $2.1 billion Data center net sales FY26-FY30 CAGR* 75 % LoRa net sales FY26-FY30 CAGR* 30 % Non-GAAP Financial Measures Adjusted gross margin* 70% Adjusted operating margin* 48% to 50% Free cashflow as a percentage of net sales* 35% Adjusted diluted earnings per share* $12.40 to $13.00 Adjusted diluted earnings per share* FY26-FY30 CAGR* 64% to 66% Non-GAAP diluted share count* 104 million Adjusted normalized tax rate* 20% *See "Non-GAAP Financial Measures" below for additional information about our non-GAAP financial results. **FY26 excludes $166 million in Cellular Module revenue. A webcast replay of the Data Center Analyst Day presentations, together with the accompanying presentation materials, will be available under “News & Events” on the Investor Relations section of Semtech’s website at investors.semtech.com for 90 days following the event. The information in this Current Report on Form 8-