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LATTICE SEMICONDUCTOR (LSCC)

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Earnings summaries and quarterly performance for LATTICE SEMICONDUCTOR.

Recent press releases and 8-K filings for LSCC.

Lattice Semiconductor Reports Q4 2025 Results and Q1 2026 Guidance
LSCC
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Lattice Semiconductor reported Q4 revenue of $145.8 million, representing a 9.3% sequential increase and 24.2% year-over-year growth, contributing to full-year 2025 revenue of $523.3 million.
  • Management provided Q1 2026 revenue guidance with a midpoint of $165 million, implying over 37% year-over-year growth, and non-GAAP EPS of $0.36 at the midpoint.
  • The company saw strong growth in its communications & computing segment, which rose approximately 25% sequentially and 60% year over year, driven by data-center demand and accelerating design wins in data center AI.
  • Lattice achieved a full-year 2025 non-GAAP gross margin of 69.3% and generated substantial cash flow, with GAAP cash flow from operations of $175.1 million and free cash flow of $133 million.
  • The company repurchased 1.8 million shares (approximately $100 million) in 2025 and authorized an additional $250 million buyback in Q4.
Feb 10, 2026, 10:14 PM
Lattice Semiconductor Reports Strong Q4 and Full-Year 2025 Results, Exceeds Q1 2026 Guidance
LSCC
Earnings
Guidance Update
Share Buyback
  • Lattice Semiconductor reported Q4 2025 revenue of $192.2 million, a 24.2% increase year-over-year, contributing to full-year 2025 revenue of $523.3 million, up 2.7%.
  • Q4 2025 Earnings Per Share (EPS) was $0.53, representing 116% growth year-over-year, with full-year 2025 EPS at $1.06, an increase of 17%.
  • The company achieved normalized channel inventory and saw new product revenue grow approximately 70% in 2025 compared to 2024, driven by strong growth in AI and datacenters.
  • Lattice Semiconductor repurchased $100 million in common stock during 2025 and authorized an additional $250 million for future repurchases.
  • For Q1 2026, the company projects revenue between $158 million and $172 million and non-GAAP EPS between $0.34 and $0.38 per share, both surpassing current consensus estimates.
Feb 10, 2026, 10:00 PM
Lattice Semiconductor Reports Strong Q4 2025 Results and Optimistic Q1 2026 Guidance
LSCC
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Lattice Semiconductor reported Q4 2025 revenue of $145.8 million, marking a 9.3% sequential increase and 24.2% year-over-year increase, contributing to a full year 2025 revenue of $523.3 million.
  • For Q1 2026, the company provided guidance for revenue at a midpoint of $165 million, indicating over 37% year-over-year growth, and non-GAAP EPS at a midpoint of $0.36, representing nearly 65% year-over-year growth.
  • The company anticipates full year 2026 revenue to grow at least 20% year-over-year, driven by strong momentum in Data Center AI and Physical AI, with new product revenue expected to reach the mid- to high-20s% of total revenue in 2026, up from the low-20s% in 2025.
  • In 2025, Lattice Semiconductor repurchased approximately $100 million of common stock and authorized an additional $250 million share repurchase program.
Feb 10, 2026, 10:00 PM
Lattice Semiconductor Reports Strong Q4 2025 Results and Optimistic Q1 2026 Guidance
LSCC
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Lattice Semiconductor reported Q4 2025 revenue of $145.8 million, marking a 9.3% sequential increase and 24.2% year-over-year growth, with non-GAAP EPS of $0.32, up 14% quarter-over-quarter.
  • For the full year 2025, revenue reached $523.3 million, an increase of 2.7%, and non-GAAP EPS grew 17% to $1.05. The company also repurchased approximately 1.8 million shares or $100 million of its common stock.
  • The company provided strong Q1 2026 guidance, with revenue expected at $165 million at the midpoint, representing over 37% year-over-year growth, and EPS at $0.36 at the midpoint, representing nearly 65% year-over-year growth.
  • Growth is significantly driven by momentum in Data Center AI and Physical AI, with new product revenue growing approximately 70% in 2025 and projected to reach the mid-20% range as a percentage of total revenue in 2026.
  • The company achieved record design wins in Q4 2025, which are expected to support at least 25% growth , and successfully normalized channel inventory in 2025, with the industrial and automotive market anticipated to return to growth.
Feb 10, 2026, 10:00 PM
Lattice Semiconductor Announces Q4 2025 Results and Provides Q1 and Full-Year 2026 Guidance
LSCC
Earnings
Guidance Update
Share Buyback
  • Lattice Semiconductor reported Q4 2025 revenue of $145.8 million, an increase of 9.3% sequentially and 24.2% year-over-year, contributing to a full-year 2025 revenue of $523.3 million.
  • For Q1 2026, the company provided revenue guidance of $158 million to $172 million (midpoint $165 million), indicating over 37% year-over-year growth, and non-GAAP EPS guidance of $0.34 to $0.38 (midpoint $0.36), representing nearly 65% year-over-year growth.
  • The company expects full-year 2026 revenue growth of at least 20% year-over-year, with improved visibility for growth above this target.
  • New product revenue grew approximately 70% in 2025, reaching the low-20s% of total revenue, and is expected to increase to the mid- to high-20s% in 2026.
  • The board of directors authorized an additional $250 million share repurchase program in Q4 2025.
Feb 10, 2026, 10:00 PM
Lattice Semiconductor Reports FY 2025 Results and Q1 2026 Guidance
LSCC
Earnings
Guidance Update
Share Buyback
  • Lattice Semiconductor reported full-year 2025 revenue of $523.3 million and Q4 2025 revenue of $145.8 million.
  • For full-year 2025, GAAP net income was $3.1 million ($0.02 per diluted share), while non-GAAP net income was $1.05 per diluted share.
  • The company achieved record Communications & Computing revenue for full year 2025 and saw server revenues in data centers increase approximately 85% year over year. New product revenue grew approximately 70% compared to 2024.
  • Lattice Semiconductor provided Q1 2026 revenue guidance between $158 million and $172 million, representing 37% year-over-year revenue growth at the midpoint. Non-GAAP net income for Q1 2026 is expected to be between $0.34 and $0.38 per share.
  • The Board of Directors authorized the repurchase of up to an additional $250 million of common stock, following $100 million repurchased in 2025.
Feb 10, 2026, 9:09 PM
Lattice Semiconductor Reports Full Year and Q4 2025 Results, Provides Q1 2026 Guidance
LSCC
Earnings
Guidance Update
Share Buyback
  • Lattice Semiconductor reported full year 2025 revenue of $523.3 million and Q4 2025 revenue of $145.8 million.
  • For full year 2025, GAAP net income was $3.1 million and non-GAAP net income per diluted share was $1.05. For Q4 2025, GAAP net loss was $(7.6) million and non-GAAP net income per diluted share was $0.32.
  • The company expects Q1 2026 revenue between $158 million and $172 million and non-GAAP net income per share between $0.34 and $0.38.
  • New product revenue grew approximately 70% in 2025, and the company repurchased $100 million of common stock in 2025, with an additional $250 million authorized.
Feb 10, 2026, 9:00 PM
Lattice Semiconductor outlines long-term growth targets and strategic priorities
LSCC
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
  • Lattice Semiconductor targets a long-term annual revenue growth rate of 15%-20%, aiming for the higher end, with 69%-70% gross margins.
  • The company expects strong growth in 2026 and 2027, driven by the data center market and the normalization of industrial and automotive inventory by the end of 2025.
  • AI revenue is projected to reach high teens as a percentage of total revenue by the end of 2025 and mid-20s in 2026, primarily from data center (60%) and industrial automotive (40%) applications.
  • Capital allocation prioritizes organic investment in product lines and expanding opportunities, with a view towards strategic M&A to enhance customer relationships, alongside prudent return of capital to shareholders.
Jan 14, 2026, 1:45 PM
Lattice Semiconductor Discusses Growth Outlook and Strategy at Needham Conference
LSCC
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
  • Lattice Semiconductor anticipates a long-term revenue growth rate of 15%-20%, aiming for the higher end, supported by a 69%-70% gross margin.
  • The company expects industrial and automotive inventory to normalize by the end of 2025, leading to a return to growth in 2026 and significant inflection in 2027.
  • 2026 is projected as the "year of the data center" with strong growth in communications and computing, driven by disaggregation, new applications, CapEx growth, and increasing content per AI server.
  • Lattice's AI revenue is on track to reach high teens by the end of 2025 and mid-20s in 2026 as a percentage of total revenue.
  • Capital allocation priorities include organic investment in expanding product lines (Nexus and Avant), exploring strategic M&A, and prudent return of capital to shareholders.
Jan 14, 2026, 1:45 PM
Lattice Semiconductor launches updated sensAI solutions suite
LSCC
Product Launch
  • Lattice Semiconductor has launched the latest version (8.0) of its sensAI™ solutions suite, enhancing edge AI performance, efficiency, and ease of use for industrial, automotive, and consumer systems.
  • The updated suite provides expanded support for purpose-built models, improved AI performance, and greater flexibility for edge applications, featuring new models for multi-object and defect detection, and an updated accelerator engine.
  • It also offers enhanced ease of use through a full tool suite and Python API integration, along with flexible deployment and automation via simplified RISC-V® base code and YAML-based automation.
  • Mitsubishi Electric is collaborating with Lattice to develop cutting-edge AI for industrial equipment, utilizing the FPGA-based edge AI acceleration.
Dec 19, 2025, 1:01 AM