Every material Form 8-K Lattice Semiconductor filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lattice Semiconductor reported third-quarter 2026 revenue of $291.0 million, driven by strong compute and communications demand and the acquisition of AMI. GAAP net income was $11.2 million, or $0.08 per diluted share, while non-GAAP diluted net income per share reached $0.72. For the fourth quarter of 2026, the company expects revenue between $325 million and $345 million.
Third-quarter 2026 revenue reached $291.0 million, an increase of 118.3% year-over-year.
GAAP net income was $11.2 million, or $0.08 per diluted share, for the quarter ended October 3, 2026.
Fourth-quarter 2026 revenue is expected to be between $325 million and $345 million.
Lattice Semiconductor increased its board from 8 to 10 seats and appointed John McCool and Raejeanne Skillern as directors effective October 21, 2026. The filing says the Board has not yet set their committee assignments, and it describes a $80,000 annual cash retainer and a $220,000 RSU award for each new director, with the RSUs vesting May 4, 2027. The filing reports no financial results, so the change is administrative in nature for shareholders.
Board expanded from 8 to 10 authorized directors; John McCool (age 67) and Raejeanne Skillern (age 56) appointed effective October 21, 2026
Each new director to receive an annual cash retainer of $80,000 and a prorated RSU award with a $220,000 fair market value at grant
RSUs vest May 4, 2027, subject to continued service; Ms. Skillern previously served on the Board from September 2022 to May 2024
Board has determined both directors are independent under Nasdaq listing standards; committee assignments not yet determined
Lattice reported second-quarter 2026 revenue of $201.1 million, up 62.2% from a year earlier but down 14.3% from the first quarter in operating income and 11.3% in GAAP net income. The company also closed its $1.65 billion acquisition of AMI on July 27, 2026, and issued third-quarter revenue guidance of $245 million to $265 million that includes about two months of AMI.
Q2 2026 revenue was $201.1 million, up 62.2% year over year and 17.7% from Q1 2026.
GAAP net income was $19.4 million, or $0.14 per diluted share, versus $21.8 million in Q1 2026 and $2.9 million a year earlier.
Non-GAAP diluted EPS was $0.53, versus $0.24 in Q2 2025; Q3 2026 non-GAAP EPS is guided to $0.54 to $0.58.
AMI acquisition closed July 27, 2026 for about $1 billion in cash and $650 million in Lattice stock, with about 5.2 million shares issued.
Lattice Semiconductor completed its acquisition of AMI on July 27, 2026, paying about $1 billion in cash and about 5.2 million shares and restricted stock units, subject to closing adjustments. The cash was funded from cash on hand and a $925.0 million term loan borrowed under the company's credit agreement, so the deal adds significant debt and share issuance for shareholders to weigh. The filing gives no AMI financial results; the company says it will provide them with its second quarter 2026 results on August 4, 2026.
Total consideration of about $1 billion in cash plus about 5.2 million shares and restricted stock units, subject to adjustments.
On July 27, 2026, Lattice borrowed $925.0 million under the delayed draw term loan facility to fund the cash consideration.
On July 27, 2026, Lattice issued 4,741,352 shares of common stock to the AMI sellers, with transfer restrictions releasing 25% per 90-day period.
The company will report AMI operating results with its second quarter 2026 results on August 4, 2026.
Lattice Semiconductor entered a Second Amended and Restated Credit Agreement with Wells Fargo as administrative agent, providing a $200.0 million senior secured revolver and a $950.0 million senior secured delayed draw term loan. No amounts were outstanding at closing, and the term loan may be used to help pay the cash purchase price for the previously announced AMI acquisition. The facility adds debt that is secured by substantially all of the company's and guarantors' assets and must be repaid in quarterly installments after any draw.
Revolving loan of $200.0 million, usable for working capital and general corporate purposes, with commitments and loans due June 30, 2031; no revolving loans outstanding at closing.
Delayed draw term loan of $950.0 million for the AMI acquisition and related fees and expenses; no term loans outstanding at closing, and the commitment ends November 9, 2026 if not used earlier.
Borrowings bear interest at SOFR plus a margin of 1.00% to 1.75%, or a base rate option, with a 0.25% per annum ticking fee on undrawn term loan commitments.
Obligations are secured by substantially all assets and require compliance with total net leverage and interest coverage ratios tested quarterly.
Lattice Semiconductor agreed on May 4, 2026 to acquire AMI for $1 billion in cash and about $650 million in Lattice common stock, funded partly by new debt, with closing expected in the third quarter of 2026. The same day, Lattice reported first-quarter 2026 revenue of $170.9 million, up 42.2% year over year, and GAAP net income of $21.8 million, or $0.16 per diluted share, compared with a net loss in the prior quarter.
Acquisition of AMI: $1 billion cash plus about $650 million in stock, with the share count set by Lattice's trading price before closing (minimum about 5.2 million shares, maximum about 6.1 million)
Financing: commitment letter with Wells Fargo and Morgan Stanley for up to $950 million in a 364-day term loan and up to $200 million in a revolving credit facility
Q1 2026 results: revenue $170.9 million, GAAP diluted EPS $0.16 versus a $0.06 loss in Q4 2025; non-GAAP diluted EPS $0.41
Q2 2026 outlook: revenue expected between $175 million and $195 million, and non-GAAP diluted EPS between $0.42 and $0.46
Lattice Semiconductor said its Chief Accounting Officer, Tonya Stevens, submitted her resignation on March 11, 2026, effective March 29, 2026. The company stated the resignation is not due to any disagreement on its operations, policies or practices.
Tonya Stevens, Chief Accounting Officer, resigned on March 11, 2026
Resignation takes effect March 29, 2026
Company states no disagreement with management on operations, policies or practices
Filing includes only Item 5.02 and an Inline XBRL cover page exhibit; no replacement is named
Lattice Semiconductor reported fourth-quarter 2025 revenue of $145.8 million, up 24.2% from a year earlier, but posted a GAAP net loss of $7.6 million, or $(0.06) per diluted share, compared with net income of $16.5 million a year earlier. For full-year 2025, revenue was $523.3 million and GAAP net income fell to $3.1 million from $61.1 million, while the company guided first-quarter 2026 revenue to $158 million to $172 million.
Q4 2025 revenue was $145.8 million, up 24.2% year over year; GAAP net loss was $7.6 million, or $(0.06) per diluted share.
Q4 2025 non-GAAP diluted EPS was $0.32, compared with $0.15 in Q4 2024.
Q1 2026 outlook calls for revenue of $158 million to $172 million and non-GAAP diluted EPS of $0.34 to $0.38.
The board authorized repurchases of up to an additional $250 million of common stock; the company repurchased $100 million in 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lattice Semiconductor filing is on SEC EDGAR ↗. 8-K briefs of other companies →