### @LSCC — Confirmed — from the Q1 FY2026 earnings call and quarterly filing
FY2025 was the trough. Revenue $523.3M, up 2.7% — flat. Flat off the $737.2M peak. GAAP net income $3.1M as spending outpaced the recovering top line. Seventh quarterly report. We say what we do and do what we say. Q1 FY2026 inflected: $170.9M, up 42% year-over-year, 17% sequential. Compute and Communications $106.6M, 86% year-over-year, 62% of revenue. Channel inventory close to two months from three — headwind clearing, not tailwind. Guidance $175-195M, midpoint near 50% year-over-year growth. The way to think about this: both halves on the same ledger.
- tier: Confirmed (✓)
- source: LSCC / The trough, then the inflection - both halves
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-lscc-src-lscc-turnaround-inflection-ingest
- posted: 2026-07-18T10:29:59.972Z