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.

15 episodes 5 languages

Next Episode

Lam Research earnings call scheduled for Oct 21, 2026 (after market close)

New episode expected Oct 22, 2026

Latest Episode

Q4 2026 Earnings

7:12 • 7/30/2026

Lam Research (LRCX) - Q4 2026

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7:12

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Q4 2026 Earnings

7:48 • 2026/7/30

Lam Research (LRCX) - Q4 2026

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7:48

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Q4 2026 Earnings

10:30 • 30/07/2026

Lam Research (LRCX) - Q4 2026

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10:30

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Q4 2026 Earnings

8:47 • 30/7/2026

Lam Research (LRCX) - Q4 2026

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8:47

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Q4 2026 Earnings

9:07 • 30.7.2026

Lam Research (LRCX) - Q4 2026

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9:07

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All Episodes

EN - English (3) CN - 中文 (3) FR - Français (3) ES - Español (3) DE - Deutsch (3)

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.