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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SG&A

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EBITDA

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Change in stock

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Free cash flow

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.

Last week’s earnings and guidance were terrific, but this 2019 winner sold off anyway.

The Second Best-Performing Stock of 2019 Is a Screaming Buy on Coronavirus Fears

And the semiconductor-processing solutions leader expects more strength ahead.

Lam Research Roars to New Heights on Improving WFE Industry Conditions

Lam Research (LRCX) earnings report is impressive but its stock price is showing signs of a short-term top. Note that I discussed LRCX in my Stock Sectors segment – “20 Overbought Stocks Ready to Correct” on 1/23/2020.

Lam Research (LRCX) Earnings Beat Estimates, But Stock May Be Topping

Shares of Lam Research Corp. LRCX, +4.54% were up about 4% in Thursday morning trading after delivering a 'Goldilocks scenario' with fiscal second-quarter results that Evercore ISI analyst C.J.

Lam Research stock heads higher after 'Goldilocks scenario'

Lam Research Corporation (LRCX) CEO Tim Archer on Q2 2020 Results - Earnings Call Transcript

Lam Research (LRCX) delivered earnings and revenue surprises of 5.25% and 3.22%, respectively, for the quarter ended December 2019. Do the numbers hold clues to what lies ahead for the stock?

Lam Research (LRCX) Surpasses Q2 Earnings and Revenue Estimates

Semiconductor equipment maker Lam Research late Wednesday beat Wall Street's sales and earnings targets for the December quarter. The Lam Research earnings news drove LRCX stock higher.

Lam Research Stock Soars On December-Quarter Beat

Lam Research Corp. LRCX, -1.15% shares rallied in the extended session Wednesday after the chip-equipment maker's quarterly results and outlook topped Wall Street results.

Lam Research stock rallies after earnings, outlook beat

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Lam Research (LRCX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Lam Research (LRCX) Q2 Earnings Expected to Decline

The S&P cycle is peaking-here are short sale candidates.

Stocks This Week: Sell Short Lam Research And Checkpoint Software

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General Electric And Lam Research Should Beat Earnings Expectations

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As trade fears dissipate, the focus is on the next leg higher for 5G companies, and Lam Research shares are poised for more gains.

Lam Research Shares Soared 35% After This Signal

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News for Lam Research Stock (LRCX)