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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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.

Here is how Lam Research (LRCX) and Super Micro Computer (SMCI) have performed compared to their sector so far this year.

Is Lam Research (LRCX) Stock Outpacing Its Computer and Technology Peers This Year?

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We remain hold-rated on Lam Research Corporation. We don't think the current strength in its advanced packaging and domestic Chinese businesses is enough to materially offset weakness in advanced foundry/logic and advanced memory demand. Management expects 2023's WFE market to contract 21% Y/Y, a modestly better-than-previous estimate of 21-25% driven by panic-buying from Chinese customers concerned with expanded export restrictions by the Biden administration.

Lam Research: No Material WFE Recovery In H2 2023

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FREMONT, Calif. , Sept. 7, 2023 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today announced the honorees of its 2023 Supplier Excellence Awards, recognizing 12 companies across several categories whose close collaboration helped Lam drive a resilient, scalable supply chain to meet its customers' needs.

Lam Research Recognizes 2023 Supplier Excellence Award Winners

Lam Research Corporation (NASDAQ:LRCX ) Evercore ISI 2023 Semiconductor & Semiconductor Equipment Conference September 6, 2023 10:00 AM ET Company Participants Douglas Bettinger - Executive Vice President and Chief Financial Officer Conference Call Participants C.J. Muse - Evercore ISI Joe McCormack - Evercore ISI C.J.

Lam Research Corporation (LRCX) Evercore ISI 2023 Semiconductor & Semiconductor Equipment Conference - (Transcript)

Lam Research (LRCX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes Lam Research (LRCX) a New Strong Buy Stock

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As we approach the final stretch of the year, investors are eagerly eyeing opportunities to position their portfolios for a potential year-end rally. Considering what a strong year it has already been, and with the trend clearly pointing higher, I favor the bull side going into the year end.

Positioning for a Year End Rally: 3 Top Ranked Stocks to Secure a Strong Finish

Lam Research Corporation (NASDAQ:LRCX ) Deutsche Bank 2023 Technology Conference Call August 30, 2023 3:30 PM ET Company Participants Doug Bettinger - CFO Conference Call Participants Sidney Ho - Deutsche Bank Amy Sutter - Deutsche Bank Sidney Ho Okay. Well, good afternoon, everyone.

Lam Research Corporation (LRCX) Presents at Deutsche Bank 2023 Technology Conference Transcript

Lam Research Corporation is a leading supplier of wafer fabrication equipment to the semiconductor industry. The company's financial performance has been strong, with consistent revenue growth and profitability. Despite temporary headwinds, LRCX is well-positioned to benefit from expected industry growth, making it an attractive investment.

Lam Research: Attractive Valuation With Promising Dividend Growth

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Lam Research stock has done well this year despite a decline in the company's revenue and earnings. Demand for the company's memory equipment should head higher in the long run thanks to AI.

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FREMONT, Calif. , Aug. 24, 2023 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that John M.

Lam Research Appoints General Electric Alum John M. Dineen to Board of Directors

News for Lam Research Stock (LRCX)