SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 304.45+0.1%Oct 28 4:00 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (90179)10/22/2025 5:02:39 PM
From: Return to Sender1 Recommendation

Recommended By
Kirk ©

  Read Replies (1) of 95299
 
Lam Research beats by $0.04, beats on revs; guides Q2 EPS above consensus, revs above consensus

-2.61%

Reports Q1 (Sep) earnings of $1.26 per share, excluding non-recurring items, $0.04 better than the FactSet Consensus of $1.22; revenues rose 27.7% year/year to $5.32 bln vs the $5.22 bln FactSet Consensus.Non-GAAP gross margin of 50.6%, non-GAAP operating income as a percentage of revenue of 35.0%. Deferred revenue at the end of the September 2025 quarter increased to $2.77 billion compared to $2.68 billion as of the end of the June 2025 quarter.Co issues upside guidance for Q2, sees EPS of $1.05-1.25, excluding non-recurring items, vs. $1.03 FactSet Consensus; sees Q2 revs of $4.9-5.5 bln vs. $4.8 bln FactSet Consensus.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News