惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

U
Unit 42
博客园 - 三生石上(FineUI控件)
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
月光博客
月光博客
Hugging Face - Blog
Hugging Face - Blog
爱范儿
爱范儿
人人都是产品经理
人人都是产品经理
V
Visual Studio Blog
Jina AI
Jina AI
博客园 - 【当耐特】
博客园 - 司徒正美
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
G
Google Developers Blog
腾讯CDC
阮一峰的网络日志
阮一峰的网络日志
宝玉的分享
宝玉的分享
Vercel News
Vercel News
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
S
SegmentFault 最新的问题
Last Week in AI
Last Week in AI
aimingoo的专栏
aimingoo的专栏
云风的 BLOG
云风的 BLOG
I
InfoQ
IT之家
IT之家

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Lam Research Corporation (LRCX) Q3 2026 Earnings Call Tra...
2026-04-23 · via All Articles on Seeking Alpha

Q3: 2026-04-22 Earnings Summary

EPS of $1.47 beats by $0.11

 | 

Revenue of

$5.84B

(23.76% Y/Y)

beats by $85.60M

Lam Research Corporation (LRCX) Q3 2026 Earnings Call April 22, 2026 5:00 PM EDT

Company Participants

Ram Ganesh - Vice President of Investor Relations
Timothy Archer - President, CEO & Director
Douglas Bettinger - Executive VP & CFO

Conference Call Participants

Timothy Arcuri - UBS Investment Bank, Research Division
Christopher Muse - Cantor Fitzgerald & Co., Research Division
Harlan Sur - JPMorgan Chase & Co, Research Division
Atif Malik - Citigroup Inc., Research Division
Melissa Weathers - Deutsche Bank AG, Research Division
Srinivas Pajjuri - RBC Capital Markets, Research Division
Vivek Arya - BofA Securities, Research Division
James Schneider - Goldman Sachs Group, Inc., Research Division
Stacy Rasgon - Bernstein Institutional Services LLC, Research Division
Sreekrishnan Sankarnarayanan - TD Cowen, Research Division
Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division
Vijay Rakesh - Mizuho Securities USA LLC, Research Division

Presentation

Operator

Good day, and welcome to the Lam Research Corporation's March 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Ram Ganesh, Vice President of Investor Relations. Please go ahead.

Ram Ganesh
Vice President of Investor Relations

Thank you, and good afternoon, everyone. Welcome to Lam Research Quarterly Earnings Conference Call. With me today are Tim Archer, President and Chief Executive Officer; and Doug Bettinger, Executive Vice President and Chief Financial Officer.

During today's call, we will share our overview on the business environment, and we'll review our financial results for the March 2026 quarter and our outlook for the June 2026 quarter. The press release detailing our financial results was distributed a little after 1:00 p.m. Pacific Time.

The release and the accompanying presentation slides for today's call can also be found on the Investors section of the company's website. Today's presentation and Q&A include forward-looking statements that are subject to risks and uncertainties reflected in