Earnings summaries and quarterly performance for LATTICE SEMICONDUCTOR.
Executive leadership at LATTICE SEMICONDUCTOR.
Ford Tamer
President and Chief Executive Officer
Erhaan Shaikh
Senior Vice President, Worldwide Sales
Esam Elashmawi
Senior Vice President, Chief Strategy and Marketing Officer
Lorenzo Flores
Senior Vice President, Chief Financial Officer
Pravin Desale
Senior Vice President, Research and Development
Tonya Stevens
Corporate Vice President, Chief Accounting Officer
Tracy Feanny
Senior Vice President, General Counsel, and Secretary
Board of directors at LATTICE SEMICONDUCTOR.
Research analysts who have asked questions during LATTICE SEMICONDUCTOR earnings calls.
Joshua Buchalter
TD Cowen
7 questions for LSCC
Melissa Weathers
Deutsche Bank
7 questions for LSCC
Quinn Bolton
Needham & Company, LLC
7 questions for LSCC
Ruben Roy
Stifel Financial Corp.
7 questions for LSCC
Christopher Rolland
Susquehanna Financial Group
6 questions for LSCC
David Williams
The Benchmark Company
5 questions for LSCC
Duksan Jang
BofA Securities
5 questions for LSCC
Gary Mobley
Loop Capital
5 questions for LSCC
Kevin Garrigan
WestPark Capital
5 questions for LSCC
Srinivas Pajjuri
Raymond James & Associates, Inc.
4 questions for LSCC
Ezra Weener
Jefferies LLC
3 questions for LSCC
Tristan Gerra
Robert W. Baird & Co.
3 questions for LSCC
Srinivasan Pajjuri
RBC Capital Markets
2 questions for LSCC
Aren Francis Nakpil
Susquehanna Financial Group
1 question for LSCC
Nicolas Doyle
Needham & Company, LLC
1 question for LSCC
Recent press releases and 8-K filings for LSCC.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for LATTICE SEMICONDUCTOR.
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