LSCC files 8-K — Item 2.02 Results of Operations

What Was Filed

Lattice Semiconductor Corporation (LSCC, $16.6B market cap) filed a Form 8-K with the U.S. Securities and Exchange Commission, disclosing only Item 2.02 (Results of Operations and Financial Performance), accepted for filing on May 4, 2026 at 16:17:38. The full filing is available at https://www.sec.gov/Archives/edgar/data/855658/000143774926014654/ex_943286.htm. Per SEC plain-language definitions, Item 2.02 requires public companies to announce material operational or financial results, including accompanying press releases or preliminary earnings data.

The Disclosure

This filing aligns with concurrent May 4, 2026 public announcements noting first-quarter 2026 42% year-over-year revenue growth, record compute and communications segment revenue, and the planned $1.65B acquisition of software firm AMI. Item 2.02 typically includes preliminary financials or forward-looking statements tied to quarterly performance; the provided earnings history lists unreported actual EPS and revenue figures for the May 4 filing date against consensus estimates of $0.36 EPS and $164.9M in revenue.

Cross-Referenced Prior Signals

This submission follows recent executive equity awards and institutional holding trends: On April 13, 2026, all named executive officers received no-cost equity awards, including 36,926 shares for CEO Tamer Ford, 13,979 shares for CFO Flores Lorenzo, and 11,605 shares for SVP of Sales Shaikh Erhaan. Erhaan also completed an in-kind share transfer of 804 shares on April 16, 2026 at $108.4 per share, totaling $87,154. As of December 31, 2025, LSCC had 449 institutional holders (a 22-increase from the prior reporting period) holding $11.5B in aggregate positions, representing 113.6% of the company’s float, with 80 new, 236 increased, and 134 reduced positions in Q4 2025. Analyst ratings have remained static since January 2026, with 3 Strong Buy, 10 Buy, and no Hold, Sell, or Strong Sell ratings.

What This Filing Does NOT Tell Us

1. Final GAAP and adjusted first-quarter 2026 EPS and revenue figures, as the provided earnings data lists unreported actual results against consensus estimates.

2. Specific terms of the announced $1.65B AMI acquisition, including financing structure, expected closing timeline, or projected earnings accretion/dilution.

3. Performance metrics tied to the April 13, 2026 executive equity awards, which may be linked to the operational results disclosed in this Item 2.02 filing.