AI CONFERENCES AND INVESTOR DAYS, FRIDAY, OCTOBER 16, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS SEMTECH CORP INVESTOR DAY Thu Oct 15, San Jose Replay: • Q3 FY27 outlook raised at the day: net sales to $417.5M plus or minus $2.5M, from $410.0M plus or minus $5.0M, up 56% year over year at the midpoint, with adjusted EPS raised to $1.14 plus or minus $0.02, adjusted gross margin guided to 59.0% (64% excluding the cellular modules business being divested) and adjusted operating margin to 33.0% • New FY30 framework: $3.2B of net sales, including $2.1B from data center, with 70% adjusted gross margin, 48% to 50% adjusted operating margin, free cash flow at 35% of sales, and adjusted diluted EPS of $12.40 to $13.00; CEO Hong Hou said the FY30 growth is mostly driven by data center and LoRa • Balance sheet: net debt down to $299M at the end of Q2 FY27 from $1.3B at the end of FY24, with net leverage down to 1.1x from 10.5x and a target of below 1x, then below zero net leverage longer term; the cellular modules divestiture is expected to close in fiscal Q4, pending regulatory clearances • Stock reaction: shares fell 10.0% to close at $144.21 on Oct 15, after trading down nearly 17% intraday, as the FY30 framework landed below elevated market hopes despite the raised near term guide; chip stocks were also weak on the day, and MACOM fell more than 10% midday following the Semtech comments • Analyst backdrop: BMO Capital had raised its target to $230 from $155 with an Outperform rating on Oct 13 ahead of the day; consensus stands at Strong Buy with an average target near $219, and no post event target changes were confirmed by the morning after TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER • Mon Oct 19: Five9 at Gartner IT Symposium/Xpo 2026 • Mon Oct 19: Qnity Electronics at ICPT, Gangseo, Korea • Tue Oct 20: Five9 at ServiceNow World Forum London • Tue Oct 20: Zoom Communications Investor Day, 4:00 PM, webcast on Zoom IR • Fri Oct 23: Tempus AI at ESMO 2026 • Mon Oct 26: DCD Connect MENA, Dubai, Oct 26 to 27 • Tue Oct 27: Celestica Investor Day, virtual, tied to Q3 • Tue Oct 27: DCD Investment Forum MENA, Dubai • Tue Oct 27: Macronix International Investor Day, 4:00 AM • Tue Oct 27: Guidewire Software Investor Day, 7:30 PM • Wed Oct 28: Five9 at ServiceNow World Forum Amsterdam • Wed Oct 28: Oracle Investor Day • Wed Oct 28: Investor Day, Elevate 26, 2:00 PM • Fri Oct 30: Hon Hai Precision Hon Hai Technology Day • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM