NVDA compared with SMTC: revenue, margins and what each company keeps, and the suppliers and customers both name

NVDANvidia Corp

Mkt capRevenueRevenue

SMTCSemtech Corp

Mkt capRevenueRevenue

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NVDANvidia Corp

SMTCSemtech Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

NVDA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±5.0%▲+8.74%×1.74

Q1 FY27±5.0%▼−1.77%×0.36

Q4 FY26±5.2%▼−5.46%×1.06

Q3 FY26±6.1%▼−3.15%×0.51

SMTC

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±17.1%▲+10.41%×0.61

Q1 FY27±23.6%▼−4.41%×0.19

= impliedNVDA realized, solidSMTC realized, hatchedOne scale, both sides: full bar = 24%× = |realized| ÷ impliedSource: market data

Mar 17 '26

±11.0%

▼−11.00%

×1.00

Q3 FY26±16.4%▲+2.53%×0.15

NVDANvidia Corp

186.71· pre 177.51· delayed

Mkt cap$4.5TRevenue$96.2BQ2 FY27Revenue$216BFY26

SMTCSemtech Corp

103.02· pre 103.21· delayed

Pre-marketNov 9 '26delayed

Mkt cap$9.6BRevenue$342MQ2 FY27Revenue$1.0BFY26

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Pre-marketNov 9 '26delayed

NVDANvidia Corp

SMTCSemtech Corp

186.71pre 177.51delayed

Price

103.02pre 103.21delayed

$4.5T

Mkt cap

$9.6B

Q2 FY27$96.2B

Revenue

$342MQ2 FY27

FY26$216B

Revenue

$1.0BFY26

NVDA186.71vsSMTC103.02Pre-marketNov 9 '26delayed