The earnings call reflected a generally positive outlook with significant growth in key segments, record design wins, and strong financial performance. However, challenges remain in the Industrial and Automotive segment, with a noted sequential decline and slow recovery in automotive.

Company Guidance -

Q3 2025

During Lattice Semiconductor's Q2 2025 earnings call, the company provided a positive outlook for Q3 2025, projecting a revenue midpoint of $133 million, representing a 7.2% sequential growth, the largest in three years. They also anticipate a strong gross margin midpoint of 69.5% and an EPS midpoint of $0.28, exceeding current expectations. Lattice highlighted their continued success in the Communications and Computing segment, which grew 20% sequentially and 26% year-over-year, driven by robust demand in data center infrastructure and AI-optimized servers. They reported a Q2 2025 revenue of $124 million, a 3% increase over Q1, with a non-GAAP gross margin of 69.3% and an adjusted EBITDA margin of 34.1%. The company is optimistic about future growth, citing record design wins and significant opportunities in AI, industrial robotics, and automotive applications. Lattice emphasized their disciplined execution and strategic positioning as a companion chip provider in the AI infrastructure space.

Record Level of Design Wins

Lattice Semiconductor achieved a record level of design wins, showcasing the increasing adoption of its products across core markets.

Significant Growth in Communications and Compute

The Communications and Compute segment grew by 20% sequentially and 26% year-over-year, marking the highest sequential growth for the segment in 5 years.

Revenue and Profitability Growth

Q2 2025 revenue was $124 million, up 3% from Q1. Gross margin expanded to 69.3%, and adjusted EBITDA increased to 34.1%. Q3 2025 revenue is expected to grow by 7.2% sequentially, the largest in 3 years.

Strong Cash Flow and Stock Buyback

GAAP net cash flow from operating activities increased to $38.5 million, with $46 million of common stock repurchased in the quarter, equating to 100% of operating cash flow in the first half of 2025.

Lattice Semiconductor (LSCC) Earnings, Revenues Date & History

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LSCC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.28 / -	0.24	―	―	―
Aug 04, 2025	2025 (Q2)	0.24 / 0.24	0.23	4.35% (<+0.01)
May 05, 2025	2025 (Q1)	0.22 / 0.22	0.29	-24.14% (-0.07)
Feb 10, 2025	2024 (Q4)	0.19 / 0.15	0.45	-66.67% (-0.30)
Nov 04, 2024	2024 (Q3)	0.24 / 0.24	0.53	-54.72% (-0.29)
Jul 29, 2024	2024 (Q2)	0.24 / 0.23	0.52	-55.77% (-0.29)
Apr 29, 2024	2024 (Q1)	0.28 / 0.29	0.51	-43.14% (-0.22)
Feb 12, 2024	2023 (Q4)	0.45 / 0.45	0.49	-8.16% (-0.04)
Oct 30, 2023	2023 (Q3)	0.52 / 0.53	0.48	10.42% (+0.05)
Jul 31, 2023	2023 (Q2)	0.51 / 0.52	0.42	23.81% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LSCC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$48.73	$56.14	+15.21%
May 05, 2025	$52.46	$47.59	-9.28%
Feb 10, 2025	$54.47	$58.64	+7.66%
Nov 04, 2024	$51.89	$51.18	-1.37%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.