Lam Research (LRCX)

AI-powered earnings call analysis for Lam Research. Get insights from quarterly earnings reports with our AI-generated podcast. Educational content only - not investment advice.

20 episodes 5 languages

Next Episode

Lam Research earnings call scheduled for Jan 27, 2027 (after market close)

New episode expected Jan 28, 2027

Latest Episode

Q1 2027 Earnings

7:14 • 10/22/2026

Lam Research (LRCX) - Q1 2027

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7:14

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Q1 2027 Earnings

7:16 • 2026/10/22

Lam Research (LRCX) - Q1 2027

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7:16

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Q1 2027 Earnings

8:39 • 22/10/2026

Lam Research (LRCX) - Q1 2027

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8:39

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Q1 2027 Earnings

9:31 • 22/10/2026

Lam Research (LRCX) - Q1 2027

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9:31

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Q1 2027 Earnings

7:10 • 22.10.2026

Lam Research (LRCX) - Q1 2027

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7:10

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All Episodes

EN - English (4) CN - 中文 (4) FR - Français (4) ES - Español (4) DE - Deutsch (4)

Q1 2027 Earnings

7:14

Lam delivered record Q1 2027 revenue of $8.22B (+54% YoY) with 40.2% operating margin, driven by AI semiconductor demand; 2027 WFE outlook exceeds $200B with persistent supply constraints.

Q4 2026 Earnings

7:12

Record FY2026 revenue of $23.2B with 50.6% gross margin, Q4 NAND doubled, advanced packaging >70% growth, September guidance $8.1B, and 2026 WFE raised to $150B.

Q3 2026 Earnings

7:02

Lam delivered record Q3 revenue of $5.84B with 49.9% gross margin, raising 2026 WFE guidance to $140B as AI-driven demand accelerates NAND conversions and advanced packaging growth.