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Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Lattice Semiconductor (LSCC) investor relations material
Lattice Semiconductor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Q2 2025 revenue reached $124M, up 3.2% sequentially and nearly flat year-over-year, with record design wins and broad-based growth across key metrics.
Communications and computing markets showed robust 20% sequential and 26% year-over-year growth, while industrial and automotive segments declined but are expected to recover as inventory normalizes.
Net income dropped to $2.91M from $22.63M year-over-year due to higher operating expenses and lower demand in some markets.
Achieved major design wins in AI accelerators, robotics, and edge AI, and expanded collaborations, including with Mitsubishi Electric.
Continued focus on innovation, customer engagement, and executing long-term strategy, with optimism for market recovery and growth.
Financial highlights
Q2 2025 revenue was $123.97M–$124M, up 3.2% sequentially and nearly flat year-over-year.
Non-GAAP gross margin was 69.3%; GAAP gross margin was 68.4%.
Adjusted EBITDA margin was 34.1%, with adjusted EBITDA of $42.2M.
Non-GAAP EPS was $0.24, up from $0.22 in Q1; GAAP net income margin was 2.3%.
Free cash flow margin improved to 25.2% in Q2 2025.
Outlook and guidance
Q3 2025 revenue expected between $128M and $138M, with non-GAAP gross margin at 69.5% ±1%.
Non-GAAP EPS guidance for Q3 is $0.26–$0.30 per share.
Channel inventory for communications and compute normalized; industrial and automotive expected to normalize by year-end.
Strong bookings and backlog extend into Q4 and Q1 2026, supporting a positive growth outlook.
2026 revenue growth target of 15–20% reaffirmed, with AI-related revenue and new products expected to drive growth.
Explain the drivers for design win growth.
How does Lattice allocate capital?
Detail inventory level expectations.
Assess Industrial/Auto recovery confidence drivers.
How does Lattice address potential Section 232 tariffs?
Rank Comms/Compute growth factor contributions.
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Next Lattice Semiconductor earnings date
Q3 20253 Nov, 2025
Next Lattice Semiconductor earnings date
Q3 20253 Nov, 2025
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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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