LRCX · Lam Research Corp · Webcasts, Transcripts & Audio
$239.11
-15.28 (-6.01%)
At close · Oct 30
Return incl. dividend (before tax)
Q1 2027 earnings call transcript
Market Cap
$317.78B
Shares
1.25B
Volume · Oct 30
18.74M
Avg daily vol (3M)
9.36M
Lam Research Corp Webcasts
Earnings calls, investor updates, investor days and conferences for Lam Research Corp (LRCX), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY27 · Q1
2026-10-21
Lam Research Corp (LRCX) Q1 2027 Earnings Call Transcript
Confident tone
Advanced and panel-level packaging growth
Customer support business growth
Advanced patterning and new product adoption
Revenue
$8.22B
▲ 54.4% YoY Diluted EPS
$2.19
▲ 76.6% YoY Gross margin
52.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-10
Lam Research Corp (LRCX) September 10, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-09
Lam Research Corp (LRCX) September 9, 2026 Conference Transcript
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
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-02
Lam Research Corp (LRCX) June 2, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-27
Lam Research Corp (LRCX) May 27, 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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-11
Lam Research Corp (LRCX) March 11, 2026 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-03-03
Lam Research Corp (LRCX) March 3, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-09-30
Date not confirmed
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
Audio
Transcript
Slides
8-K10-Q
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