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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (90179)	2/13/2025 4:37:00 PM
From: Return to Sender	2 Recommendations Recommended By Kirk © Sam Respond to of 95333

Applied Materials beats by $0.10, reports revs in-line; guides Q2 EPS in-line, revs in-line 4:03 PM ET 2/13/25 \| Briefing.com Reports Q1 (Jan) earnings of $2.38 per share, excluding non-recurring items, $0.10 better than the FactSet Consensus of $2.28; revenues rose 6.8% year/year to $7.17 bln vs the $7.15 bln FactSet Consensus. Co issues in-line guidance for Q2, sees EPS of $2.12-2.48, excluding non-recurring items, vs. $2.29 FactSet Consensus; sees Q2 revs of $6.7-7.5 bln vs. $7.21 bln FactSet Consensus.

To: Kirk © who wrote (90179)	5/5/2025 5:00:01 PM
From: Return to Sender	3 Recommendations Recommended By Julius Wong Kirk © Sam Respond to of 95333

SOX Components Earnings' Table Update - Now Including the Beat by ON but slowing revenues and Inline Guidance. ON fell almost 9% today. LSCC merely met expectations and it is falling slightly after hours on Inline Guidance:

To: Kirk © who wrote (90179)	10/22/2025 5:02:39 PM
From: Return to Sender	1 Recommendation Recommended By Kirk © Read Replies (1) \| Respond to of 95333

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.