Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JULY 2, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO __________ (503) 268-8000 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) o ...

Lattice Semiconductor Corporation (NASDAQ:LSCC) Q1 2022 Earnings Conference Call May 3, 2022 5:00 PM ET Company Participants Rick Muscha - Director of Investor Relations Jim Anderson - President and Chief Executive Officer Sherri Luther - Chief Financial Officer Conference Call Participants Alessandra Vecchi - William Blair & Company David Williams - Craig-Hallum Matthew Ramsay - Cowen Inc. Operator Good day and thank you for standing by. Welcome to the Lattice Semiconductor CorporationÂ's First Quarter of ...

Commission file number 000-18032 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED APRIL 2, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO __________ LATTICE SEMICONDUCTOR CORPORATION (Exact name of Registrant as specified in its cha ...

Financial Data and Key Metrics Changes - Annual revenue grew by 26% in 2021, with double-digit growth in each of the three market segments [9][27] - Non-GAAP gross margin expanded by 220 basis points year-over-year to a record 63.2% for the full year [10][28] - Non-GAAP net income grew 54% year-over-year in 2021, with a 65% year-over-year increase in Q4 [10][31] - Q4 revenue was $141.8 million, up 32% year-over-year and 7.5% sequentially [27] - Non-GAAP operating margin increased to a record 32.9% in Q4, up 630 basis points year-over-year [30] Business Line Data and Key Metrics Changes - Communications and computing market revenue increased 31% year-over-year, driven by Data Center Servers, Client Computing, and 5G infrastructure [12] - Industrial and automotive market revenue was up 32% year-over-year, with growth in industrial automation and automotive applications [15][16] - Consumer market revenue increased 18% year-over-year, primarily driven by new applications leveraging the FPGA portfolio [17] Market Data and Key Metrics Changes - Revenue from the Americas increased significantly due to investments in sales and application engineering teams [92][94] - The company expects continued growth in North America, Europe, and APAC due to a strong product portfolio and roadmap [95] Company Strategy and Development Direction - The company is focused on expanding its product portfolio, including the upcoming launch of the Lattice Avant platform, which will double the addressable market [19][24] - The acquisition of Mirametrix enhances the software capabilities, providing an end-to-end AI and computer vision solution [21][33] - The company aims to maintain strong growth in 2022, driven by momentum in customer engagement and new product cycles [24][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, citing strong demand across key segments and healthy supply expectations for 2022 [61] - The company anticipates continued gross margin expansion driven by pricing optimization and product cost efficiencies [57][101] Other Important Information - The company generated a record $168 million in cash from operations in 2021, representing an 83% increase compared to 2020 [32] - The acquisition of Mirametrix was completed for $68.5 million and is expected to contribute positively to gross margin and earnings per share [33] Q&A Session Summary Question: Drivers of growth acceleration in recent quarters - Management noted that growth was driven by the communications and computing, and industrial and automotive segments, both growing over 30% year-over-year in Q4 [39][42] Question: Limiting factors to growth in 2022 - Management indicated that while they expect strong growth, new product cycles and supply constraints could influence growth rates [58][61] Question: Contribution of Mirametrix to Q1 gross margin - Management confirmed that Mirametrix will contribute a full quarter of revenue in Q1, enhancing overall gross margin [66] Question: Competitive dynamics with the launch of Avant - Management believes the competitive landscape remains favorable and sees significant market opportunity in mid-range FPGA applications [82][84] Question: Impact of supply chain constraints on business - Management reported an acceleration in customers shifting from competitors to Lattice devices due to supply chain issues and strong product offerings [106][108] Question: Monetization strategy for Mirametrix - Management stated that Mirametrix will both lead sales and be integrated into existing customer accounts, enhancing overall revenue opportunities [114][117]

Lattice Semiconductor Corporation (NASDAQ:LSCC) Q3 2021 Earnings Conference Call November 2, 2021 5:00 PM ET Company Participants Rick Muscha - Senior Director of Investor Relations Jim Anderson - President, Chief Executive Officer & Director Sherri Luther - Chief Financial Officer & Corporate Vice President Conference Call Participants Alessandra Vecchi - William Blair Tristan Gerra - Robert W. Baird Hans Mosesmann - Rosenblatt Securities Matthew Ramsay - Cowen & Company David Williams - The Benchmark Comp ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED OCTOBER 2, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO __________ Commission file number 000-18032 LATTICE SEMICONDUCTOR CORPORATION (Exact name of Registrant as specified in its c ...

Lattice Semiconductor Corporation (NASDAQ:LSCC) Q2 2021 Earnings Conference Call August 3, 2021 5:00 PM ET Company Participants Rick Muscha - Director, Investor Relations Jim Anderson - President and CEO Sherri Luther - Chief Financial Officer Conference Call Participants Matt Ramsay - Cowen Alessandra Vecchi - William Blair Tristan Gerra - Baird Chris Rolland - Susquehanna Hans Mosesmann - Rosenblatt Sam Peterman - Craig-Hallum Capital Derek Soderberg - Collier Securities Operator Welcome everyone to the L ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JULY 3, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO __________ Commission file number 000-18032 LATTICE SEMICONDUCTOR CORPORATION (Exact name of Registrant as specified in its char ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED APRIL 3, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO __________ Commission file number 000-18032 LATTICE SEMICONDUCTOR CORPORATION (Exact name of Registrant as specified in its cha ...

Lattice Semiconductor Corporation (NASDAQ:LSCC) Q1 2021 Earnings Conference Call May 4, 2021 5:00 PM ET Company Participants Rick Muscha - Director, Investor Relations Jim Anderson - President and CEO Sherri Luther - Chief Financial Officer Conference Call Participants Alessandra Vecchi - William Blair. Mark Lipacis - Jefferies Hans Mosesmann - Rosenblatt Securities Matt Ramsay - Cowen Tristan Gerra - Baird Christopher Rolland - Susquehanna Sam Peterman - Craig-Hallum Capital Derek Soderberg - Colliers Secu ...