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The Suppliers Making the iPhone Possible
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Lattice Semiconductor (LSCC) investor relations material
Lattice Semiconductor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
Q3 2025 revenue reached $133.3M, up 7.6% sequentially and 4.9% year-over-year, marking the highest in five quarters, with record growth in Communications & Computing driven by AI and data center demand.
Non-GAAP earnings grew 17% quarter over quarter, with non-GAAP EPS up 29% in H2 2025 vs. H1 2025.
Industrial and Automotive segment grew 6% sequentially and is recovering, with inventory normalization expected by year-end.
Design wins are accelerating, on pace for a record year, and new product revenue is exceeding prior projections.
AI-related usage is expected to rise from high teens in 2025 to mid-20% range in 2026.
Financial highlights
Q3 2025 revenue: $133.3M, up 7.6% quarter-over-quarter and 4.9% year-over-year.
Non-GAAP gross margin: 69.5%; GAAP gross margin: 67.9%.
Non-GAAP operating margin: 29%; adjusted EBITDA margin: 35.6%.
Non-GAAP EPS: $0.28, up 17% year-over-year and sequentially; GAAP EPS: $0.02.
Free cash flow: $34M (25.5% margin); operating cash flow: $47.1M (35.4% margin).
Outlook and guidance
Q4 2025 revenue guidance: $138–$148M, midpoint implies 22% year-over-year growth.
Q4 non-GAAP gross margin expected at 69.5% ±1%.
Non-GAAP operating expenses for Q4: $54M–$56.5M.
Non-GAAP EPS guidance: $0.30–$0.34.
2026 revenue growth expected to be strong, led by Communications & Computing, with Industrial & Automotive returning to growth.
What caused the GAAP operating loss in Q3 2025?
How will inventory normalization affect Q4 outlook?
What is driving the shift to direct channel sales?
How does 60% CNC revenue impact risk profile?
Why conservative I&A growth post-inventory clear?
Future product strategy beyond FPGA core?
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Next Lattice Semiconductor earnings date
Q4 202512 Feb, 2026
Next Lattice Semiconductor earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Lattice Semiconductor Corp designs and manufactures low-power, field-programmable gate arrays (FPGAs) and related software solutions. The company serves applications in communications, computing, industrial, automotive, and consumer electronics markets. The company is headquartered in Hillsboro, Oregon, and its shares are listed on the NASDAQ.
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