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

Gross Margin

Operating Margin

Profit Margin

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.

Revenue Y/Y

OpEx Y/Y

Growth

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 (LRCX) reported earnings 30 days ago. What's next for the stock?

Lam Research (LRCX) Up 1.4% Since Last Earnings Report: Can It Continue?

New Portfolio Leapfrogs the Competition with Innovative Etch Techniques and Chemistries to Support Development of Advanced Logic and Memory Solutions New Portfolio Leapfrogs the Competition with Innovative Etch Techniques and Chemistries to Support Development of Advanced Logic and Memory Solutions

Lam Research Introduces Groundbreaking Suite of Selective Etch Tools to Accelerate Chipmakers' 3D Roadmaps

This stock could break out thanks to a huge end-market opportunity.

This Dirt-Cheap Semiconductor Stock Could Skyrocket in the Long Run

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ACM Research

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The semiconductor sector is ripe with buying opportunities after the recent market dip and this earnings season should generate some robust springboard price-action for well-positioned chip stocks.

Buy The Chip Dip!

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Micron Technology

ASML Hld

Teradyne

Piper Sandler analysts Weston Twigg and Harsh Kumar jointly noted that inSpectrum released its January monthly memory contract pricing data, which indicated DRAM 8Gb DDR4 fell 8% month-over-month and that NAND 256Gb TLC dropped 1% on a month-over-month basis.  The analysts, who monitor the three-month rolling average year-over-year change to better gauge trends, said DRAM products' pricing continued to decelerate, while NAND products' pricing showed a "slight" deceleration.

Here's Why Piper Sandler Considers DRAM Pricing "Slightly Negative" For Micron And Others

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Marvell Technology

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ON Semiconductor

Semiconductor stocks have been hit hard since the industry group rose to a record in early January. Analysts at Jefferies see a “peaking” pattern similar to those of 2014-2015 and 2017-2018, and expect excellent performance for some during what they call “mini-upcycles.

Deep Dive: These 7 semiconductor stocks may be close to a bottom. This chart pattern shows when and how much they might rebound.

Lam Research's (LRCX) fiscal second-quarter results reflect strength across systems and the customer support business. Yet, impacts of the OMICRON variant and supply chain constraints remain concerns.

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

Lam Research Corporation (LRCX) CEO Tim Archer on Q2 2022 Results - Earnings Call Transcript

Lam Research (LRCX) delivered earnings and revenue surprises of 0.83% and 3.99%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Lam Research (LRCX) Tops Q2 Earnings Estimates

Lam Research Corp. shares plunged in late trading Wednesday after the chip-equipment supplier reported worse fourth-quarter revenue and first-quarter guidance than expected, which the chief executive attributed to “supply chain conditions.”

Earnings Results: Lam Research stock plummets after supply-chain issues lead to disappointing sales and earnings forecast

FREMONT, Calif., Jan. 26, 2022 (GLOBE NEWSWIRE) -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 26, 2021 (the “December 2021 quarter”).

Lam Research Corporation Reports Financial Results for the Quarter Ended December 26, 2021

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Down 15% in 2022, this semiconductor equipment supplier's stock could start soaring after its upcoming quarterly report.

This Growth Stock Could Explode Very Soon

Lam Research (LRCX) possesses solid growth attributes, which could help it handily outperform the market.

Is Lam Research (LRCX) a Solid Growth Stock? 3 Reasons to Think " Yes "

Broadcom

It is the first of the series of earnings previews for Q4. We chose Lam Research, AMD, Teradyne, NVIDIA, Texas Instruments, Broadcom, and QUALCOMM for the Semiconductor sector. AMD's stock rose around 570% in the past three years. The company's strong revenue growth is due to its superior products have also boosted its share price.

Preview Of 7 Semiconductor Stocks For Q4 2021 Earnings

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2022 is off to a rough start, but these businesses are doing far better than their stock prices are indicating.

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Lam Research's (LRCX) Q2 results are likely to reflect gains from the growing adoption of DRAM, NAND and 3D NAND. Also, rising foundry and logic spending is expected to have contributed well.

What's in the Offing for Lam Research's (LRCX) Q2 Earnings?

Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why Momentum Investors Will Love Lam Research (LRCX)

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Lam Research (LRCX) Recently Broke Out Above the 20-Day Moving Average

Lam Research is well positioned to benefit from multiple trends. Growth is coming from many angles.

Lam Research: Rising Semiconductor R&D Spend Due To Consumer Demand

Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.

Lam Research (LRCX) is an Incredible Growth Stock: 3 Reasons Why

Semiconductor makers, unable to keep up with rising demand from automakers and other buyers, were expected to pour nearly $150 billion into 2021 capital spending projects to expand capacity.

News for Lam Research Stock (LRCX)