Melissa Wethers
Analyst, Deutsche Bank
Replay available
Lattice Semiconductor Corporation (LSCC) Q3 2025 Earnings Call
Lattice Semiconductor Corporation (NASDAQ: LSCC) Q3 2025 earnings conference call, held 2025-11-03. Replay captured from the company's public earnings webcast.
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Lattice Semiconductor Executive
Joshua Buckhalter
Analyst, TD Cowen
Quinn Bolton
Analyst, Needham & Company
Ruben Roy
Analyst, Stifel
Chris Myers
Analyst, Rosenblatt Securities
Rick Moshe
Vice President, Investor Relations, Lattice Semiconductor
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Lattice Semiconductor Corporation.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.316 customer meeting we had in Asia, we had NXP semiconductor 00:00:05.316 -- 00:00:10.740 be there with us. We worked together at OCP and the partnership with NXP 00:00:10.740 -- 00:00:15.925 is actually becoming quite strong and customers 00:00:15.925 -- 00:00:21.049 quite like the two of us together. We're expanding it across 00:00:21.049 -- 00:00:26.734 others. So on the microcontroller, we're seeing interest from other 00:00:26.734 -- 00:00:32.690 players in that space to do the same. And you'll hear more partnerships in the future. 00:00:32.690 -- 00:00:38.974 So we do believe that on the processing side, whether it's microprocessor or microcontroller, 00:00:39.036 -- 00:00:44.281 you're going to see one plus one equals three, where we'd be providing joint solutions 00:00:44.281 -- 00:00:45.943 to customers 00:00:45.943 -- 00:00:50.847 that leverage the best out of FPGA and these 00:00:50.847 -- 00:00:53.530 processors next to us. 00:00:53.530 -- 00:00:58.199 On where we're going to take this longer term, there's definitely 00:00:58.199 -- 00:01:03.585 quite a few discussions going on and exploration, but we're not ready to 00:01:03.585 -- 00:01:08.810 discuss at this point. We're being asked by customers to do some specific stuff 00:01:08.810 -- 00:01:12.093 that we're investing 00:01:12.093 -- 00:01:18.180 in and that may be part of the increased investment into 2026 00:01:18.180 -- 00:01:23.726 that Lorenzo has hinted to in his prepared remarks. 00:01:23.726 -- 00:01:28.760 So stay tuned on that. We'll have more detail as we go. 00:01:28.760 -- 00:01:31.060 Thanks, Ford. 00:01:32.063 -- 00:01:37.729 Thank you. We take the next question from the line of Ruben Roy from Stiefel. 00:01:37.729 -- 00:01:40.270 Please go ahead. 00:01...