Lattice Semiconductor Corporation · NASDAQ:LSCC
Lattice Semiconductor — Q2 2026 Earnings Presentation
6 slides from Lattice Semiconductor's earnings presentation, August 2026
Slide 1: Q2'26 Earnings Highlights
Q2’26 Earnings Highlights August 2026 Nasdaq: LSCC
Slide 2: Q2 2026 Earnings Overview & Recent Highlights
Lattice Q2 2026 Earnings Overview & Recent Highlights "We delivered an exceptional second quarter, achieving record revenue of $201 million and non-GAAP EPS of $0.53, up 62% RECORD REVENUE and more than 120% year-over-year, respectively. Both metrics exceeded the high end of our guidance. The combin
Slide 3: Q2 2026 Financial Results
Lattice Q2 2026 Financial Results REVENUE ($M) GROSS MARGIN (%) 201.1 71.7% 190.1 192.2 70.0% 70.3% 70.5% 70.6% 70.4% 70.0% 184.3 69.1% 69.5% 69.0% 69.0% 69.0% 69.0% 69.3% 69.5% 69.4% 172.5 176.0 170.9 67.7% 170.6 161.4 150.5 145.8 140.8 133.3 124.1 127.1 124.0 62.1% 117.4 120.1 1Q22 2Q22 3Q22 4Q22
Slide 4: AMI Acquisition Rationale and Benefits
▪ Addresses data center modularity, complexity, uptime, and deployment challenges ▪ Adds to Lattice position in manageability, server, AI, and cloud and doubles SAM ▪ Creates the most complete secure management and control platform ▪ Maintains neutral companion chip, firmware, and solution commitmen
Slide 5: Q3 2026 Business Outlook vs Current Consensus Estimates
Lattice Q3 2026 Business Outlook vs Current Consensus Estimates Lattice Guidance Q3’26 Revenue Between $245 and $265 million ($220 million FPGA + 2 months AMI*) Q3’26 Gross Margin 69.5% plus or minus 1% on a non-GAAP basis Q3’26 Total Operating Between $83 million and $90 million on a non-GAAP basis
Slide 6: 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
Lattice Semiconductor — Q2 2026 Earnings Presentation on 6ix