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.

ASML Hld

While stocks like ASML and LRCX are good long-term bets (beyond 2023), the near-term outlook for the Zacks Semiconductor Equipment - Wafer Fabrication industry is bleak.

2 Long-Term Bets on the Semi Equipment Industry

Lam Continues Progress Towards Net Zero, Joining the Global Semiconductor Climate Consortium as a Founding Member FREMONT, Calif. , Nov. 1, 2022 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced the company's near-term greenhouse gas emissions reduction targets have been approved by the Science Based Targets initiative (SBTi), a coalition of CDP, the United Nations Global Compact, World Resources Institute and the Worldwide Fund for Nature.

Lam Research's Emissions Reduction Goals Approved by the Science Based Targets Initiative

FREMONT, Calif., Oct. 31, 2022 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today announced the honorees of its 2022 Supplier Excellence Awards.

Lam Research Names 2022 Supplier Excellence Award Recipients

Adobe

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NVIDIA

Taiwan Semiconductor Manufacturing

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Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend.

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Lam Research's latest results were impressive, but things could go south in the short run.

Chinese Chip Ban Could Wreck This Semiconductor Stock, But It Is Still Worth Buying

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While most sectors suffered significant pressure this year, the innovation space (including companies ranking among the top semiconductor stocks to buy) incurred disproportionate pain. At the same time, the crimson ink facilitates upside opportunities for contrarian speculators.

Ranking the 7 Top Semiconductor Stocks to Buy From Best to Worst

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SK Hynix Inc. added to concerns Wednesday that the semiconductor industry has entered a glut as the chip maker missed expectations for the quarter and forecast declining market demand out into 2023.

SK Hynix adds to evidence that the chip glut is here to stay for a while

MKS Instruments

SS&C Technologies Hlds

United Microelectronics

As investors await earnings reports from major tech companies like Alphabet Inc. ( GOOG , Financial)( GOOGL , Financial) and Microsoft Corp. ( MSFT , Financial) later today, the Nasdaq Composite was up on Tuesday morning.

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There are deals to be had right now, especially if you are a long-term investor.

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Recent semiconductor earnings might be providing a bullish sentiment for long-term investors.

Why Nvidia, AMD, ASML, and Other Semiconductor Stocks Were Up Thursday Morning

The semiconductor equipment company posted better-than-expected third-quarter earnings.

Why Lam Research Stock Jumped This Week

Lam Research's (LRCX) Q1FY23 results reflect strength across systems and the customer support business.

Lam Research (LRCX) Q1 Earnings Beat, Revenues Rise Y/Y

Lam Research's earnings report last night may have given worried semiconductor investors some clarity.

Why Lam Research, Applied Materials, and Advanced Micro Devices Soared Today

Lam Research Corp. shares rallied Thursday as Wall Street cut their target prices, anticipating a bottom to the stock as the chip equipment maker posted earnings that beat expectations and a strong forecast.

Lam Research surges 10% after strong earnings — has stock finally hit a bottom?

Lam Research's projection for a sharp capital-spending slowdown helps reset expectations and drives up chip stocks.

Buying on the Bad Chip News

On its website, Lam Research Corporation ( LRCX , Financial) calls itself “a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry.” It adds that its equipment and services let its customers build “smaller and better performing devices.

Lam Research: Deeply Discounted But Not a Value Trap

Lam Research Corporation (NASDAQ: LRCX) shares are trading marginally higher by 0.44% to $331.52 Thursday morning after the company on Wednesday reported better-than-expected

What's Going On With Lam Research Shares - Lam Research (NASDAQ:LRCX)

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

Teradyne

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

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

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%.

News for Lam Research Stock (LRCX)