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Lattice Semiconductor (LSCC)
NASDAQ:LSCC
US Market

Lattice Semiconductor (LSCC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 05, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.37
Last Year’s EPS
0.22
Same Quarter Last Year
Based on 12 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 10, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a strong operational and financial recovery with robust top-line acceleration (Q4 revenue +24.2% YoY), meaningful margin expansion, record design wins, and conservative balance-sheet management (debt-free, buybacks). Management provided confident, above-consensus Q1 guidance (midpoint +37% YoY) and reiterated multi-year growth drivers (data center AI attach rates, product ramps, and record design wins). Headwinds include 2025 weakness in industrial & automotive (-18%) from channel normalization, near-term supply-chain and lead-time constraints, increased OpEx in early 2026 for R&D, and elevated non-GAAP tax rates. On balance, the positives — accelerating demand, margin leverage, cash generation, normalized channel inventory, and product momentum — substantially outweigh the listed challenges, though successful execution and supply management remain critical.
Company Guidance
Lattice's guidance for Q1 2026 calls for revenue of $158–172 million (midpoint $165M), which the company says implies >37% year‑over‑year growth and ~13% sequential growth; Q1 non‑GAAP EPS of $0.34–$0.38 (midpoint $0.36), roughly +65% YoY; non‑GAAP gross margin of ~69.5% ±100 bps; non‑GAAP operating expense of $59–61M; and a Q1 non‑GAAP tax rate of ~46%. For full‑year 2026 management reiterated it expects at least 20% revenue growth (with improved visibility to growth above that), full‑year gross margin in the same ~69.5% range (with mix variability), a non‑GAAP tax rate of ~47%, and new‑product revenue to reach the mid‑20% range of total revenue (after new‑product revenue grew ~70% in 2025); the company also noted normalized channel inventory, that revenue should more closely track consumption, and a Board‑authorized additional $250M share‑repurchase program.
Quarterly and Annual Revenue Growth
Q4 revenue of $145.8M, up 9.3% sequentially and 24.2% year-over-year; full-year 2025 revenue of $523.3M, up 2.7% versus 2024 and in line with expectations.
Strong Q1 2026 Guidance
Q1 2026 revenue guidance midpoint of $165M (range $158M–$172M) implying >37% year-over-year growth; Q1 non-GAAP EPS guidance $0.34–$0.38 (midpoint $0.36), ~65% year-over-year growth at the midpoint.
Margin Expansion and Profitability Leverage
Full-year non-GAAP gross margin expanded 190 basis points to 69.3%; full-year non-GAAP operating margin expanded ~340 basis points and EBITDA margin increased 320 basis points to 35%; Q4 gross margin ~69.4%.
Earnings and Cash Flow Strength
Non-GAAP EPS grew 17% to $1.05 for the year; GAAP operating cash flow rose to $175.1M (from $140.9M), operating cash flow margin improved to 33.5% (from 27.7%); full-year free cash flow $133M with a 25.3% margin (up from $120M, 23.5%).
Record Quarterly Execution and Design Wins
Company reported its strongest sequential performance in seven years in Q4 and stated record design-win quarters continuing into Q4, supporting multi-year growth visibility and design-win-driven backlog into 2026 and bookings into 2027.
Product Momentum and New Product Adoption
New product revenue grew ~70% in 2025; new product revenue reached low-20% of total in 2025 and is expected to be in the mid-20% range of total revenue in 2026 as Nexus and AVANT adoption broadens.
Data Center & Server Strength
Communications & compute showed strong performance: Q4 comms & compute up 25% sequentially and ~60% year-over-year; server revenue grew ~85% year-over-year. Management noted increasing attach rates (passing three FPGAs per server) and rising ASPs from roughly $3 to above $4.
Capital Allocation and Balance Sheet
Company is debt-free, completed $100M share repurchase (~1.8M shares) in 2025 and Board authorized an additional $250M repurchase program; management emphasizes return of capital while retaining flexibility.
Channel Inventory Normalization
Management reported that channel inventory targets were achieved and normalized, positioning revenue to better track end-customer consumption going into 2026.

Lattice Semiconductor (LSCC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LSCC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 05, 2026
2026 (Q1)
0.37 / -
0.22
Feb 10, 2026
2025 (Q4)
0.32 / 0.32
0.15113.33% (+0.17)
Nov 03, 2025
2025 (Q3)
0.28 / 0.28
0.2416.67% (+0.04)
Aug 04, 2025
2025 (Q2)
0.24 / 0.24
0.234.35% (<+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)
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
Feb 10, 2026
$90.95$105.77+16.29%
Nov 03, 2025
$72.82$63.23-13.17%
Aug 04, 2025
$48.73$56.14+15.21%
May 05, 2025
$52.46$47.59-9.28%
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.

FAQ

When does Lattice Semiconductor (LSCC) report earnings?
Lattice Semiconductor (LSCC) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
    What is Lattice Semiconductor (LSCC) earnings time?
    Lattice Semiconductor (LSCC) earnings time is at May 05, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is LSCC EPS forecast?
          LSCC EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.

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