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$276.78 -21.45 (-7.19%)
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$373.17B
Shares
1.25B

Lam Research Corp Earnings Call Transcripts

Quarterly earnings calls for Lam Research Corp (LRCX), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲5.5% $4.06B $1.02B '22 Q3 22-04-20 ▲11.8% $4.64B $1.21B '22 Q4 22-07-27 ▲17.9% $5.07B $1.43B '23 Q1 22-10-19 ▼4.7% $3.87B $814.01M '23 Q3 23-04-19 ▼31.4% $3.48B $887.40M '24 Q1 23-10-18 ▼28.8% $3.76B $954.27M '24 Q2 24-01-24 ▼2% $3.79B $965.83M '24 Q3 24-04-24 ▲20.7% $3.87B $1.02B '24 Q4 24-07-31 ▲19.7% $4.17B $1.12B '25 Q1 24-10-23 ▲16.4% $4.38B $1.19B '25 Q2 25-01-29 ▲24.4% $4.72B $1.33B '25 Q3 25-04-23 ▲33.6% $5.17B $1.72B '25 Q4 25-07-30 ▲27.7% $5.32B $1.57B '26 Q1 25-10-22 ▲22.1% $5.34B $1.59B '26 Q2 26-01-28 ▲23.8% $5.84B $1.83B '26 Q3 26-04-22 LATEST ▲30% $6.72B $2.28B '26 Q4 26-07-29
Conference
Investor event
2026-09-10
Lam Research Corp (LRCX) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-09
Lam Research Corp (LRCX) September 2026 Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q4
2026-07-29
Lam Research Corp (LRCX) Q4 2026 Earnings Call Transcript
Confident tone DRAM Growth WFE Market Outlook NAND and Storage
Revenue
$6.72B*
▲ 30% YoY
Gross margin
51.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Conference
Investor event
2026-05-27
Lam Research Corp (LRCX) May 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q3
2026-04-22
Lam Research Corp (LRCX) Q3 2026 Earnings Call Transcript
Confident tone SAM expansion and share gains NAND technology inflections and conversion spending DRAM 1C transition and dielectric deposition share gains
Revenue
$5.84B
▲ 23.8% YoY
Diluted EPS
$1.45
▲ 40.8% YoY
Gross margin
49.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-03-03
Lam Research Corp (LRCX) March 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-01-28
Lam Research Corp (LRCX) Q2 2026 Earnings Call Transcript
Confident tone NAND inflection and data center use cases China demand and affiliate rule AI-driven WFE growth
Revenue
$5.34B
▲ 22.1% YoY
Diluted EPS
$1.26
▲ 37% YoY
Gross margin
49.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-10-22
Lam Research Corp (LRCX) Q1 2026 Earnings Call Transcript
Positive tone NAND upgrades and installed base DRAM and HBM opportunity Supply chain and execution
Revenue
$5.32B
▲ 27.7% YoY
Diluted EPS
$1.24
▲ 44.2% YoY
Gross margin
50.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-07-30
Lam Research Corp (LRCX) Q4 2025 Earnings Call Transcript
Confident tone 2026 and long-term outlook Advanced packaging growth AI-driven device content
Revenue
$5.17B*
▲ 33.6% YoY
Gross margin
50.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-04-23
Lam Research Corp (LRCX) Q3 2025 Earnings Call Transcript
Confident tone CSBG installed base business NAND technology conversions and upgrades Outperformance strategy / SAM expansion and share gains
Revenue
$4.72B
▲ 24.4% YoY
Diluted EPS
$1.03
▲ 41.1% YoY
Gross margin
49.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-01-29
Lam Research Corp (LRCX) Q2 2025 Earnings Call Transcript
Confident tone NAND upgrade cycle and technology inflections Financial performance and margins AI-driven DRAM and Foundry Logic growth
Revenue
$4.38B
▲ 16.4% YoY
Diluted EPS
$0.92
▲ 27.8% YoY
Gross margin
47.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-10-23
Lam Research Corp (LRCX) Q1 2025 Earnings Call Transcript
Confident tone NAND spending recovery and technology upgrades AI-driven demand and advanced packaging Financial execution and profitability
Revenue
$4.17B
▲ 19.7% YoY
Diluted EPS
$0.86
▲ 28.4% YoY
Gross margin
48.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-07-31
Lam Research Corp (LRCX) Q4 2024 Earnings Call Transcript
Confident tone NAND scaling and technology WFE spending outlook Margin and EPS performance
Revenue
$3.87B*
▲ 20.7% YoY
Gross margin
47.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-04-24
Lam Research Corp (LRCX) Q3 2024 Earnings Call Transcript
Confident tone DRAM and HBM NAND recovery and technology China spending
Revenue
$3.79B
▼ 2% YoY
Diluted EPS
$0.73
▲ 21.5% YoY
Gross margin
47.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-01-24
Lam Research Corp (LRCX) Q2 2024 Earnings Call Transcript
Positive tone Memory spending dynamics Calendar 2023 financial performance Customer Support Business Group (CSBG) and installed base
Revenue
$3.76B
▼ 28.8% YoY
Diluted EPS
$0.72
▼ 33.1% YoY
Gross margin
46.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-10-18
Lam Research Corp (LRCX) Q1 2024 Earnings Call Transcript
Revenue
$3.48B
▼ 31.4% YoY
Diluted EPS
$0.67
▼ 35.5% YoY
Gross margin
47.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q3
2023-04-19
Lam Research Corp (LRCX) Q3 2023 Earnings Call Transcript
Revenue
$3.87B
▼ 4.7% YoY
Diluted EPS
$0.60
▼ 17.7% YoY
Gross margin
41.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-10-19
Lam Research Corp (LRCX) Q1 2023 Earnings Call Transcript
Revenue
$5.07B
▲ 17.9% YoY
Diluted EPS
$1.04
▲ 25.6% YoY
Gross margin
46.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-07-27
Lam Research Corp (LRCX) Q4 2022 Earnings Call Transcript
Revenue
$4.64B*
▲ 11.8% YoY
Gross margin
45.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-04-20
Lam Research Corp (LRCX) Q3 2022 Earnings Call Transcript
Revenue
$4.06B
▲ 5.5% YoY
Diluted EPS
$0.73
▼ 1.5% YoY
Gross margin
44.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-10-20
Lam Research Corp (LRCX) Q1 2022 Earnings Call Transcript
Revenue
$4.30B
▲ 35.5% YoY
Diluted EPS
$0.83
▲ 47.9% YoY
Gross margin
45.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q3
2021-04-21
Lam Research Corp (LRCX) Q3 2021 Earnings Call Transcript
Revenue
$3.85B
▲ 53.7% YoY
Diluted EPS
$0.74
▲ 91% YoY
Gross margin
46.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-10-21
Lam Research Corp (LRCX) Q1 2021 Earnings Call Transcript
Revenue
$3.18B
▲ 46.7% YoY
Diluted EPS
$0.56
▲ 80.9% YoY
Gross margin
47.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q3
2020-04-22
Lam Research Corp (LRCX) Q3 2020 Earnings Call Transcript
Revenue
$2.50B
▲ 2.6% YoY
Diluted EPS
$0.39
▲ 11.8% YoY
Gross margin
46.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-01-29
Lam Research Corp (LRCX) Q2 2020 Earnings Call Transcript
Revenue
$2.58B
▲ 2.4% YoY
Diluted EPS
$0.34
▼ 2.3% YoY
Gross margin
45.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-09-30
Lam Research Corp (LRCX) Q1 2020 Earnings Call Transcript
Revenue
$2.17B
▼ 7.1% YoY
Diluted EPS
$0.31
▼ 4.3% YoY
Gross margin
45.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–26 of 26 earnings calls
Key facts CIK 707549 CUSIP 512807306 13F (30d) 108 filings 88 filers Visit website Investor relations