Lattice Semiconductor Corporation · NASDAQ:LSCC

Lattice Semiconductor — Q4 2025 Earnings Presentation

7 slides from Lattice Semiconductor's earnings presentation, Feb 10, 2026

  1. Slide 1: FY’25 Earnings Highlights

    FY’25 Earnings Highlights February 2026 NASDAQ: LSCC

  2. Slide 2: Q4 2025 Earnings Overview & Recent Highlights

    Q4 2025 Earnings Overview & Recent Highlights "2025 was a pivotal year where we delivered on what we said we would do: stabilized revenue, normalized REVENUE channel inventories, and drove exceptional data center growth, with server revenues up approximately 85% year over year. We advanced our leade

  3. Slide 3: FY 2025 Earnings Overview & Recent Highlights

    FY 2025 Earnings Overview & Recent Highlights "2025 was a pivotal year where we delivered on what we said we would do: stabilized revenue, normalized REVENUE channel inventories, and drove exceptional data center growth, with server revenues up approximately 85% year over year. We advanced our leade

  4. Slide 4: Q4 2025 Financial Results

    Q4 2025 Financial Results REVENUE ($M) GROSS MARGIN (%) 190.1 192.2 70.0% 70.3% 70.5% 70.6% 70.4% 184.3 69.1% 69.5% 69.0% 69.0% 69.0% 69.0% 69.3% 69.5% 69.3% 69.5% 172.5 176.0 170.6 67.7% 165.0 68.1% 161.4 150.5 65.1% 141.8 140.8 145.8 63.6% 131.9 133.3 125.9 124.1 127.1 124.0 61.7% 62.1% 62.1% 115.

  5. Slide 5: FY 2025 Financial Overview

    FY 2025 Financial Overview REVENUE ($M) GROSS MARGIN (%) 737.2 660.4 70.4% 68.7%* 69.1% 69.3% 515.3 509.4 523.3 67.4% 63.2% 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 2.7% Revenue Increase YoY 190 bps Gross Margin YoY ADJUSTED EBITDA (%) EARNINGS PER SHARE ($) 42.5% 44.0% 33.2%* 2.01 34.4% 35

  6. Slide 6: Q1 2026 Business Outlook vs Current Consensus Estimates

    Q1 2026 Business Outlook vs Current Consensus Estimates Consensus Lattice Guidance Estimate Q1’26 Revenue Between $158 million and $172 million $148 million Q1’26 Gross Margin 69.5% plus or minus 1% on a non-GAAP basis 69.7% Q1’26 Total Operating Between $59 million and $61 million on a non-GAAP bas

  7. Slide 7: Forward-Looking Statements & Non-GAAP Information

    Forward-Looking Statements & Non-GAAP Information 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

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