Revenue segments as reported by the company.

System revenue

Customer support-related revenue and other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Restructuring charges, net - operating expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lam Research

Lam Research Corp. engages in manufacturing and servicing of wafer processing semiconductor manufacturing equipment. It operates through the following geographical segments: the United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. It offers thin film deposition, plasma etch, photoresist strip, and wafer cleaning. The company was founded by David K. Lam on January 21, 1980, and is headquartered in Fremont, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Lam Research reports record 2022 performance amidst 2023 challenges

Lam Research's strong financial performance in 2022 was supported by strategic investments and operational efficiency.
Challenges in 2023 include workforce reductions, restructuring charges, and inflationary pressures, but the company remains focused on innovation.
Opportunities lie in capitalizing on future demand trends, enhancing operational efficiency, and staying competitive in the market.

Lam Research reports decline in revenue but focuses on shareholder value and future growth

Lam Research's Q3 performance reflects a decline in revenue but strong operational execution, with a focus on returning value to shareholders. Despite challenges in the memory market, the company remains optimistic about its technology leadership and growth opportunities.

Lam Research surpasses Q4 expectations, eyes growth in WFE spending

Lam Research's Q4 performance exceeded expectations, with strong revenue and gross margin figures.
The company's strategic strengths lie in its market position in advanced packaging and ongoing investments in product portfolio expansion.
Challenges include potential revenue impact from export controls and inventory management, while opportunities exist in gate all around technologies and WFE growth drivers.
Overall, Lam Research remains well-positioned in the semiconductor industry, poised for growth amidst evolving market dynamics.

Lam Research surpasses Q1 revenue targets, eyes semiconductor growth

Lam Research delivered strong financial results in Q1 2024, exceeding revenue guidance and showcasing robust margins.
The company's strategic focus on innovation and productivity positions it well to capitalize on semiconductor industry growth.
While facing challenges such as potential margin headwinds, Lam remains optimistic about future opportunities and growth prospects.
Investors can expect continued performance and technology leadership from Lam Research in the upcoming quarters.

Lam Research surpasses Q2 expectations, eyes NAND growth opportunities

Lam Research's Q2 2024 performance exceeded expectations with strong financial metrics and strategic focus on growth areas.
The company anticipates outperforming in NAND growth, focusing on technology upgrades and incremental revenue opportunities.
Challenges include dependency on customer decisions for NAND WFE growth and managing deferred revenue from new customers.
Opportunities lie in capturing incremental revenue in non-NAND markets and enhancing operational resilience through R&D investments.

Lam Research beats Q1 expectations, eyes AI and China growth

Lam Research's strong Q1 performance, particularly in DRAM and NAND sectors, showcases resilience. Investments in technology and customer collaboration position the company for future growth. Challenges in mature nodes and China market dynamics require strategic focus for sustained success.

Lam Research exceeds Q4 expectations, eyes growth in advanced technologies

Lam Research's strong financial performance, focus on innovation, and shareholder-friendly initiatives underscore its resilience.
While facing challenges in maintaining margins and addressing analyst inquiries, the company remains optimistic about growth prospects.
Opportunities in advanced technologies and strategic investments position Lam Research for sustained success in the semiconductor industry.

Lam Research exceeds Q1 expectations, eyes technology upgrades for 2025

Lam Research's strong Q1 performance, focus on technology upgrades, and investments in key areas position it for outperformance in 2025. Challenges include revenue normalization in China and declining nonvolatile memory. However, opportunities in advanced technologies and AI present avenues for growth.

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Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research may benefit as the semiconductor market starts to see a sign of recovery in the coming months. The company's competitive product and its operations in a high entry barrier market will allow the company to enjoy all the gains coming from a growing semiconductor market.

Lam Research: Upcoming Potential Tailwind In 2023

NASHVILLE, Tenn.--( BUSINESS WIRE )--Mr. LaPorta has joined the Investment Banking practice at Wiley Bros.-Aintree Capital, LLC, a 78 year-old firm located in Nashville, TN. His primary focus is on mergers and acquisitions (M&A). Mr. LaPorta will work from the Firm's branch office in Greenwich, CT.

Wiley Bros.-Aintree Capital, LLC Is Pleased to Announce that Leonard LaPorta Has Joined the Firm.

Lam Research's (LRCX) fiscal second quarter results reflect strength across systems and the customer support business.

Lam Research (LRCX) Q2 Earnings & Revenues Beat, Rise Y/Y

Lam Research Corporation (NASDAQ:LRCX ) Q2 2023 Earnings Conference Call January 25, 2023 5:00 PM ET Company Participants Tina Correia - Vice President, Investor Relations and Corporate Finance Tim Archer - President and Chief Executive Officer Doug Bettinger - Executive Vice President and Chief Financial Officer Conference Call Participants Harlan Sur - JPMorgan Joe Moore - Morgan Stanley Timothy Arcuri - UBS Securities C.J. Muse - Evercore ISI Krish Sankar - Cowen & Company Stacy Rasgon - Bernstein Research Toshiya Hari - Goldman Sachs Vivek Arya - Bank of America Securities Atif Malik - Citi Blayne Curtis - Barclays Joe Quatrochi - Wells Fargo Operator Good day and welcome to the Lam Research December 2022 Earnings Conference Call.

Lam Research Corporation (LRCX) Q2 2023 Earnings Call Transcript

Lam Research (LRCX) delivered earnings and revenue surprises of 7.64% and 3.87%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Lam Research (LRCX) Q2 Earnings and Revenues Top Estimates

Lam Research Corp. shares declined in the extended session Wednesday after the silicon-foundry equipment supplier forecast results for the current quarter that fell well below the Wall Street consensus, while announcing unspecified cost cuts.

Lam Research announces cost cuts as outlook looks bleak

FREMONT, Calif. , Jan. 25, 2023 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 25, 2022 (the "December 2022 quarter").

Lam Research Corporation Reports Financial Results for the Quarter Ended December 25, 2022

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LOS ANGELES--( BUSINESS WIRE )--Reynolds Advisory Partners, LLC (“RAP” or “Reynolds”) acted as the exclusive financial advisor to Esgee Technologies, Inc. (“Esgee”) of Austin, Texas, on its sale to Lam Research Corporation (“Lam”) of Fremont, California. The transaction closed on November 16, 2022. Financial terms have not been disclosed.

Reynolds Advisory Partners Acts as Exclusive Financial Advisor to Esgee Technologies on Its Sale to Lam Research

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Lam Research's (LRCX) second-quarter fiscal 2023 results are likely to gain from strong demand for semiconductor equipment. However, supply-chain constraints might have been a headwind.

Lam Research (LRCX) to Report Q2 Earnings: What's in Store?

Lam Research (LRCX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Lam Research (LRCX) Earnings Expected to Grow: Should You Buy?

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Lam Research is well positioned to benefit from the increase in semiconductor manufacturing capacity and has executed well in a tough environment. Despite their operational success and growth prospects, the stock has sold off over the past year.

Lam Research: Strong Execution, Attractive Valuation

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Lam Research Corp. ( LRCX , Financial) is a leading global supplier of wafer fabrication equipment. This pick and shovel play on the semiconductor industry provides some of the market's most advanced and popular chipmaking tools, and its market dominance has allowed the company to achieve an incredible track record of return on invested capital (ROIC) compared to weighted average cost of capital (WACC), showing high profitability and value creation for shareholders.

Lam Research: Is This Guru Favorite Undervalued?

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News for Lam Research Stock (LRCX)