Q1 2026 Synaptics Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Revenue in Synaptics Inc (SYNA)'s core IoT portfolio grew by 74% year over year, driving a 14% revenue growth for the company.
The company delivered strong earnings growth with non-GAAP earnings per share up 35% year over year to $1.09.
Synaptics Inc (SYNA) successfully launched its next-generation Tynnaix Astra Edge AI processors, marking a major milestone in its Edge AI roadmap.
The company secured multiple design wins across diverse markets, including action and sports cameras, educational and commercial tablets, and home security systems.
Synaptics Inc (SYNA) is seeing strong customer traction with its next-generation touch controller, securing market design wins with a top Android phone OEM.

Negative

Mobile touch product revenues were lower than expected due to supply chain constraints during the quarter.
The automotive segment showed softness due to subdued market demand, impacting overall performance.
Despite strong growth in the IoT segment, there is intra-segment volatility, with some areas underperforming expectations.
The company faces a fluid macroeconomic, global trade, and tariff environment, which remains uncertain and could impact future performance.
Synaptics Inc (SYNA) anticipates that industrial applications will lag behind consumer applications in ramping up, potentially delaying revenue contributions from this segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SYNA.OQ - Synaptics Inc
Q1 2026 Synaptics Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the semantics first quarter fiscal year 2026 financial results conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session.

To ask a question during this session you will need to press 11 on your telephone. You will then hear automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is be recorded. All night to hand the conference over to your first speaker today when Josh Shaw, head of investment relations, please go ahead.

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