Lattice Semiconductor Corporation · LSCC · FY2025 Q4 · Calendar Q1 2026
Lattice’s growth outlook centers on AI demand and FPGA ramps
Management's account supports a growth case built on data-center AI, greater FPGA attachment and Nexus/AVANT products. Durability depends on supply execution, demand and converting design wins into revenue.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Results were above consensus on revenue and in line on EPS. Management's discussion emphasized accelerating data-center and physical-AI opportunities, new-product momentum and a maintained growth outlook.
Guidance delta
Guidance sentiment was maintained. Management outlined continued growth expectations and a strong near-term outlook, while the analysis identifies supply constraints and demand durability as execution tests.
Key takeaways
- Data-center AI demand and higher FPGA attachment are central to management’s growth case.
- Nexus and AVANT launches, new products and partner ecosystems are intended to broaden growth drivers.
- Management described normalized channel inventory and a strong backlog as support for the outlook.
- The positive demand narrative is balanced by supply, inventory and macroeconomic uncertainties.
Management priorities
- Ramp Nexus and AVANT product families and expand companion-chip partnerships.
- Invest in R&D, silicon and software development while maintaining modest capital expenditure.
- Pursue selective small acquisitions to add IP and software-tool capabilities.
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Try FN2 freeCompany context
Snapshot as of publicationHeadquartered in Hillsboro, Oregon, and established in 1983, Lattice Semiconductor Corporation, through its various entities, specializes in the global design and distribution of semiconductor solutions across Asia, Europe, and the Americas. The company's primary offerings include a diverse lineup of Field Programmable Gate Arrays (FPGAs), structured into distinct product families such as Certus-NX and ECP, Mach, iCE40, and CrossLink. Additionally, Lattice manufactures application-specific standard products (ASSPs) dedicated to video connectivity.…
Historical context
All LSCC earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| TSEM Tower Semiconductor Ltd. | FY2026 Q3 · Calendar Q4 2026 | +7.5% | -6.7% | Tower Semiconductor posts record Q3 as silicon photonics expansion advances |
| AAPL Apple Inc. | FY2026 Q4 · Calendar Q4 2026 | +3.0% | -1.8% | Apple posts a record quarter as cost and supply pressures persist |
| PLTR Palantir Technologies Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.3% | -3.1% | Palantir raises FY2026 outlook as revenue growth accelerates |
| ON ON Semiconductor Corporation | FY2026 Q3 · Calendar Q4 2026 | +2.5% | -2.2% | ON Semiconductor: AI power demand leads, Q4 outlook upbeat |
| CHKP Check Point Software Technologies Ltd. | FY2026 Q3 · Calendar Q4 2026 | +0.4% | -7.0% | Check Point Sees Q3 as Revenue Trough, While Subscriptions Grow |
| FN Fabrinet | FY2027 Q1 · Calendar Q4 2026 | +3.3% | -3.8% | Fabrinet posts 51% growth as capacity expansion accelerates |
Latest beats and misses
Who reports nextBeat on EPS
- TSEMFY2026 Q3 · November 2, 2026+7.5% EPS-6.7% move
- CLXFY2027 Q1 · November 2, 2026+44.9% EPS+2.2% move
- AAPLFY2026 Q4 · November 2, 2026+3.0% EPS-1.8% move
- PLTRFY2026 Q3 · November 2, 2026+8.3% EPS-3.1% move
- ETRFY2026 Q3 · November 2, 2026+14.5% EPS-0.2% move
- OFY2026 Q3 · November 2, 2026+5.7% EPS+1.1% move
Missed on EPS
- VRTXFY2026 Q3 · November 2, 2026-1.2% EPS-1.0% move
- PEGFY2026 Q3 · November 2, 2026-3.4% EPS+0.1% move
- RYAAYFY2027 Q2 · November 2, 2026-0.3% EPS+2.9% move
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-03T10:30:48.314104+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T10:30:48.311495+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-03. For educational purposes only; not investment advice.