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Lattice's Q4 Earnings Meet Estimates on Healthy Revenue Growth
ZACKS· 2026-02-11 15:11
Core Insights - Lattice Semiconductor Corporation (LSCC) reported modest fourth-quarter 2025 results, with revenues exceeding estimates and adjusted earnings meeting expectations, driven by AI and data center demand [1][10] Financial Performance - The company reported a GAAP net loss of $7.6 million or 6 cents per share, compared to a net income of $16.5 million or 12 cents per share in the same quarter last year, primarily due to higher operating costs and tax expenses [2] - Non-GAAP net income for the quarter was $43.7 million or 32 cents per share, up from $20.2 million or 15 cents per share in the prior year, aligning with consensus estimates [3] - For the full year 2025, GAAP net income was $3.1 million or 2 cents per share, down from $61.1 million or 44 cents per share in 2024, while non-GAAP net income increased to $145.2 million or $1.05 per share from $124.4 million or 90 cents per share in 2024 [3] Revenue Breakdown - Net sales for the fourth quarter rose to $145.8 million from $117.4 million year-over-year, driven by growth in the Communications & Computing segment, surpassing the Zacks Consensus Estimate of $143.5 million [4][10] - Communications and Computing revenues increased significantly to $92.6 million from $58 million, while revenues from Industrial and Automotive declined to $44.1 million from $49.2 million, and Consumer revenues fell to $9.1 million from $10.2 million [5] Geographic Distribution - In Q4 2025, 73% of revenues were generated from Asia, 14% from the Americas, and 13% from Europe and Africa [6] Profitability Metrics - Non-GAAP gross profit for the quarter was $101.2 million, up from $72.9 million in the prior year, with margins improving to 69.4% from 62.1% [7] - Non-GAAP operating expenses increased to $56.4 million from $52.8 million year-over-year, while adjusted EBITDA rose to $53.2 million from $29.1 million, with respective margins of 36.5% and 24.8% [8] Cash Flow and Liquidity - The company generated $57.6 million in cash from operations in Q4, compared to $45.4 million in the same quarter last year, and for 2025, cash from operating activities totaled $175.1 million, up from $140.9 million in 2024 [11] Future Outlook - For Q1 2026, Lattice expects revenues between $158 million and $172 million, with non-GAAP gross margins projected to be between 68.5% and 70.5%, and non-GAAP earnings anticipated to be in the range of 34-38 cents per share [12]
莱迪思半导体2025财年Q3业绩复苏,AI业务成增长新引擎
Jing Ji Guan Cha Wang· 2026-02-11 14:31
Core Viewpoint - Lattice Semiconductor (NASDAQ: LSCC) reported a significant turnaround in Q3 of fiscal year 2025, with revenue returning to a growth trajectory driven by strong core business performance and positive outlook for future AI business [1]. Financial Performance - Q3 revenue reached $133 million, representing a year-over-year increase of 4.9% and a quarter-over-quarter increase of 7.6%, ending a streak of seven consecutive quarters of year-over-year decline [2]. - Non-GAAP net profit was $38.2 million, up 17.2% year-over-year, with a Non-GAAP net profit margin of 28.6% [2]. Business Development - The communications and computing segment was the main growth driver, with revenue of $74 million, a year-over-year increase of 21%, accounting for 55% of total revenue [3]. - Growth was primarily driven by increased use cases in AI servers and general-purpose servers, as well as demand for wired data center infrastructure [3]. Future Outlook - The order volume for the quarter reached a six-quarter high, with the order-to-shipment ratio at its highest point in nearly a year and a half. Management indicated that orders are booked through the first half of 2026 [4]. - The company expects AI-related revenue to account for "teen" percentages in 2025, with plans to increase this to "twenty-something" percentages by 2026 [4]. Capital Movements - The company repurchased $15 million in stock during the quarter and has executed a buyback plan for 20 consecutive quarters [5].
Lattice Semiconductor Corporation 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:LSCC) 2026-02-11
Seeking Alpha· 2026-02-11 12:05
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Lattice Semiconductor (LSCC) Q4 Earnings Meet Estimates
ZACKS· 2026-02-10 23:11
Lattice Semiconductor (LSCC) came out with quarterly earnings of $0.32 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.53%. A quarter ago, it was expected that this chipmaker would post earnings of $0.28 per share when it actually produced earnings of $0.28, delivering no surprise.Over the last four quarters, the company has surpassed ...
Lattice Semiconductor(LSCC) - 2025 Q4 - Earnings Call Transcript
2026-02-10 23:02
Lattice Semiconductor (NasdaqGS:LSCC) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsFord Tamer - CEOJoshua Buchalter - Managing DirectorLorenzo Flores - CFORick Muscha - VP of Investor RelationsConference Call ParticipantsChristopher Rolland - Senior AnalystGary Mobley - Senior AnalystKevin Garrigan - Equity Research AnalystMelissa Weathers - Equity Research AnalystQuinn Bolton - Senior AnalystRuben Roy - Senior AnalystSrini Pajjuri - Senior AnalystOperatorGreetings and welcome to ...
Lattice Semiconductor(LSCC) - 2025 Q4 - Earnings Call Transcript
2026-02-10 23:02
Lattice Semiconductor (NasdaqGS:LSCC) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsFord Tamer - CEOLorenzo Flores - CFORick Muscha - VP of Investor RelationsConference Call ParticipantsChristopher Rolland - Senior AnalystGary Mobley - Senior AnalystJoshua Buchalter - Equity Research AnalystKevin Garrigan - Equity Research AnalystMelissa Weathers - Equity Research AnalystQuinn Bolton - Senior AnalystRuben Roy - Senior AnalystSrini Pajjuri - Senior AnalystOperatorGreetings and welco ...
Lattice Semiconductor(LSCC) - 2025 Q4 - Earnings Call Transcript
2026-02-10 23:00
Lattice Semiconductor (NasdaqGS:LSCC) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker7Greetings and welcome to the Lattice Semiconductor fourth quarter and full year 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure ...
Lattice Semiconductor(LSCC) - 2025 Q4 - Earnings Call Presentation
2026-02-10 22:00
FY'25 Earnings Highlights February 2026 NASDAQ: LSCC Q4 2025 Earnings Overview & Recent Highlights REVENUE FY 2025 Earnings Overview & Recent Highlights $145.8M 9.3% Growth QoQ "2025 was a pivotal year where we delivered on what we said we would do: stabilized revenue, normalized channel inventories, and drove exceptional data center growth, with server revenues up approximately 85% year over year. We advanced our leadership product roadmap, strengthened our software and solutions, and secured design wins a ...
Lattice Semiconductor(LSCC) - 2025 Q4 - Annual Results
2026-02-10 21:09
NEWS RELEASE CONTACTS MEDIA: INVESTORS: Sophia Hong Rick Muscha Lattice Semiconductor Corporation Lattice Semiconductor Corporation 503-268-8786 408-826-6000 Sophia.Hong@latticesemi.com Rick.Muscha@latticesemi.com Exhibit 99.1 LATTICE SEMICONDUCTOR REPORTS RECORD COMMUNICATIONS & COMPUTING REVENUE FOR FULL YEAR 2025 Guides 37% Year Over Year Revenue Growth for 1Q26 HILLSBORO, Ore. – February 10, 2025 – Lattice Semiconductor Corporation (Nasdaq: LSCC), the low power programmable leader, announced financial r ...
Lattice Semiconductor (NasdaqGS:LSCC) Earnings Call Presentation
2026-02-10 12:00
Corporate Overview February 2026 1 | Lattice Semiconductor (NASDAQ: LSCC) Safe Harbor Statement Forward-Looking Statements: This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Any statements about our expectations, beliefs, plans, objectives, assumptions or future events or performance ...