Revenue segments as reported by the company.

System revenue

Customer support-related revenue and other

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

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

Research and development

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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

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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 Corporation (NASDAQ:LRCX ) Q1 2023 Earnings Conference Call October 19, 2022 5:00 PM ET Company Participants Tina Correia - Investor Relations Tim Archer - President and Chief Executive Officer Doug Bettinger - Executive Vice President and Chief Financial Officer Conference Call Participants Jason Park - UBS Harlan Sur - JPMorgan C.J. Muse - Evercore Stacy Rasgon - Bernstein Research Krish Sankar - Cowen & Company Joe Moore - Morgan Stanley Toshiya Hari - Goldman Sachs Vivek Arya - Bank of America Blayne Curtis - Barclays Joe Quatrochi - Wells Fargo Quinn Bolton - Needham & Co. Operator Good day, and welcome to the Lam Research September 2022 Quarter Earnings Conference Call.

Lam Research Corporation (LRCX) Q1 2023 Earnings Call Transcript

Chip-making technology provider Lam Research Corp on Wednesday warned of a $2 billion to $2.5 billion revenue hit in 2023 from U.S. curbs on exports of high-end technology shipments to China.

Lam Research warns of up to $2.5 bln revenue hit from U.S. curbs on China exports

Lam Research Corp. rose in the extended session Wednesday, adding to gains in the regular session, after the chip-making-equipment supplier posted a beat-and-raise quarter, not unlike larger ASML Holding NV earlier in the day.

Lam Research stock rises after company posts beat-and-raise quarter, just like ASML

Applied Materials

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Micron Technology

Teradyne

Taiwan Semiconductor Manufacturing

Texas Instruments

Semiconductors are used in virtually all of the most important emerging technologies. Data centers, gaming, and electric cars all require a substantial number of chips.

7 Semiconductor Stock Predictions for 2023

Semiconductor equipment maker Lam Research beat Wall Street's targets for the September quarter and guided higher for the current period. The post Lam Research Stock Rises After Chip Gear Maker Posts Beat-And-Raise Report appeared first on Investor's Business Daily.

Lam Research Stock Rises After Chip Gear Maker Posts Beat-And-Raise Report

FREMONT, Calif., Oct. 19, 2022 (GLOBE NEWSWIRE) -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 25, 2022 (the “September 2022 quarter”).

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

ASML Hld

U.S. shares of ASML Holding NV rallied Wednesday after the Dutch chipmaking-equipment supplier's better-than-expected results and raised outlook boosted shares of peers like Lam Research Corp., which is reporting its quarterly results after the close of markets.

ASML rallies after chip equipment maker hikes outlook, boosting Lam stock

Marvell Technology

NVIDIA

Qorvo

Stock markets treat semiconductor stocks to buy as a leading indicator of the health of the technology sector. In 2022, the bear market sent iShares Semiconductor ETF (NASDAQ: SOXX ) down by 44.93%.

7 Semiconductor Stocks to Buy When the Chips Are Down

Camtek

QUALCOMM

Technology stocks have been battered and bruised in 2022, with the Nasdaq down 32% year to date. As bad as that is, semiconductor stocks have easily outpaced the downturn in the broader tech sector, with the PHLX Semiconductor Index falling 44% so far this year.

October Stock Picks: 7 Chip Stocks to Buy on Dips

FREMONT, Calif. , Oct. 17, 2022 /PRNewswire/ -- As part of the company's commitment to enabling transformative learning around the world, Lam Research Corp. (NASDAQ: LRCX) has announced a $10 million donation to FIRST® Global , a nonprofit inspiring science and technology leadership and innovation in young people from all nations through robotics.

Lam Research Pledges $10 Million to FIRST Global to Inspire Future Innovators in Semiconductor Technology and Beyond

Lam Research Corporation (NASDAQ: LRCX) has been cut in half this year as higher rates keep investors clean of the tech stocks. Still, a senior Piper Sandler analyst warns it may not have bottomed yet.

Lam Research is a ‘buyer beware' stock: Piper Sandler

BuildABear

There's nothing boring about these two stocks trading at surprisingly attractive valuations.

Who Says Value Investing Is Boring? These Are 2 of the Market's Most Exciting Opportunities.

Despite the increased restrictions on US semicon companies, we believe that Lam Research could continue to maintain its market position with a low estimated revenue impact of 2.2% of revenues. However, if the restrictions on equipment sales apply to foreign memory chipmakers manufacturing in China, we expect it to have a higher impact at an estimated 8.5% of total revenue.

Lam Research: Minimal Impact From Restrictions

Apple

Amazon

Cadence Design Systems

GlobalFoundries

KLA-Tencor

Synopsys

Twitter

"They are in everything from the remote control on your TV to the fastest supercomputers in the world, to healthcare devices, to our military's weapons systems."

An Investor's Look at Semiconductors

Both investors and analysts have become much more wary of companies in the chip-making field.

Why Lam Research Stock Dove by 16% This Week

Netflix

Schlumberger

Tesla

NFLX stock has been holding above $200 for several weeks but the 200-day moving average marks a potential resistance level. The post NFLX Stock, Tesla Headline Q3 Earnings Calendar; IBM, Lam Research, Schlumberger Also Set To Report appeared first on Investor's Business Daily.

NFLX Stock, Tesla Headline Q3 Earnings Calendar; IBM, Lam Research, Schlumberger Also Set To Report

Export regulations imposed by the U.S. Department of Commerce on China chip-makers are likely to brings further disruptions in the semiconductor industry.

U.S. Sweeping Rules to Take a Toll on AMAT, KLAC, LRCX & ASML

U.S. curbs may not be too bad but Taiwan Semi, along with other chipmakers will soon be struggling with softer demand.

Taiwan Semiconductor Shares Rise on Hopes of Lower Fallout from U.S. Curbs

The U.S. government's latest China trade restrictions have shaken semiconductor equipment stocks, with Applied Materials the first vendor to quantify the impact. The post U.S. Export Restrictions Rock Semiconductor Equipment Stocks appeared first on Investor's Business Daily.

U.S. Export Restrictions Rock Semiconductor Equipment Stocks

The memory specialist's mega capital spending plan will be a boon for this semiconductor equipment supplier.

Micron Technology's $100 Billion Splurge Could Supercharge This Stock

Advanced Micro Devices

Generac Holdings

Monolithic Power Systems

Moderna

Signature Bank

Bio-Techne

Seeing S&P 500 growth stocks implode is tough to watch, unless you're ready to spot a buy point. The post 10 Fallen Growth Stocks Will Make You Up To 113% Richer, Analysts Say appeared first on Investor's Business Daily.

10 Fallen Growth Stocks Will Make You Up To 113% Richer, Analysts Say

Analog Devices

Microchip Technology

NXP Semiconductors

ON Semiconductor

Chip stocks sold off again Tuesday with havens within the battered semiconductor industry disappearing as the effects of a supply glut spread following a years-long shortage.

Chip stocks could suffer worst year ever as effects of shortage-turned-glut spread

Western Digital

Shares of semiconductor giants fell during October 10 trading session as new US rules on restricting China chip shipments came

Analysts are split on whether new US semiconductor restrictions are a blessing or curse for stocks

Last Friday, the U.S. Department of Commerce's Bureau of Industry and Security (BIS) updated its export policies in order to make it more difficult for chip makers and semiconductor equipment manufacturers to export their products to China.

New Export Rules Bludgeon Chip Equipment Stocks

Broadcom

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

The chip sector melted down Friday after U.S. regulators moved to pump the brakes on China's military ambitions by issuing new restrictions on semiconductor and AI technology that can be sold to the country.

News for Lam Research Stock (LRCX)