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Lattice Semiconductor (LSCC) guidance and outlook

Lattice Semiconductor (LSCC) gave its guidance on Nov 2, 2026: Gross margin 71%–73% for Q4 2026; Operating expenses $95.0M–$101M for Q4 2026; Tax rate 4%–6% for Q4 2026; EPS $0.82–$0.86 for Q4 2026. Lattice Semiconductor's 10-Q filed Nov 3, 2026 makes 10 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 2, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 3, 2026

• We measure revenue based on the amount of consideration we expect to be entitled to in exchange for products or services.
• For revenue recognized on sales to distributors and on royalties, the amount of consideration we expect to be entitled to receive is based on estimates that require assumptions and judgments relating to trends in recent and historical activity and, for usage-based royalties where licensee reports are not yet available, estimates of licensee sales or usage.
• We assign this revenue first to a specific end market using historical and anticipated usage of the specific products, if possible, and allocate the remainder to the end markets based on either historical usage for each product family or industry application data for certain product types.
• We expect AI-related revenue to grow over the next few years based on the growing pipeline of AI-related design wins in a diverse set of applications across both of our end market groups.
• We expect research and development expense to increase in the future, but to decline as a percentage of revenue.
• We expect selling, general, and administrative expense to increase in the future, but to decline as a percentage of revenue.
• Other companies, including companies in our industry, may calculate similarly-titled non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of Adjusted EBITDA as a tool for comparison.
• Our presentation of Adjusted EBITDA should not be construed as an inference that our future results will be unaffected by these expenses or any unusual or non-recurring items, as in the future we may incur expenses similar to the adjustments in this presentation.
• We may also seek to obtain equity or additional debt financing if we experience downturns or cyclical fluctuations in our business that are more severe or longer than we anticipated when determining our current working capital needs.
• Inventories as of October 3, 2026 increased by $31.4 million, or 35%, compared to January 3, 2026 as we build inventory to meet expected continued demand growth.

Lattice Semiconductor's latest quarter

Questions

Did Lattice Semiconductor raise or lower its guidance?

Lattice Semiconductor (LSCC) gave its guidance on Nov 2, 2026: Gross margin 71%–73% for Q4 2026; Operating expenses $95.0M–$101M for Q4 2026; Tax rate 4%–6% for Q4 2026; EPS $0.82–$0.86 for Q4 2026.

What does Lattice Semiconductor expect?

We measure revenue based on the amount of consideration we expect to be entitled to in exchange for products or services. For revenue recognized on sales to distributors and on royalties, the amount of consideration we expect to be entitled to receive is based on estimates that require assumptions and judgments relating to trends in recent and historical activity and, for usage-based royalties where licensee reports are not yet available, estimates of licensee sales or usage. We assign this revenue first to a specific end market using historical and anticipated usage of the specific products,

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.