Why Lam Research (LRCX) International Revenue Trends Deserve Your Attention

Core Insights - Lam Research (LRCX) reported total revenue of $4.38 billion for the quarter ending December 2024, marking a year-over-year increase of 16.4$1.34 billion, which was a surprise decrease of -21.24% compared to analyst expectations of $1.71 billion [5] - Southeast Asia generated$287.32 million, accounting for 6.57% of total revenue, exceeding expectations by +17.31% [6] - Taiwan's revenue reached $737.67 million, making up 16.86$1.09 billion, representing 24.91% of total revenue, surpassing estimates by +27.64% [8] - Japan's revenue was $363.28 million, or 8.30$141.44 million, which is 3.23% of total revenue, also missing estimates by -23.09% [10] Future Revenue Projections - Analysts project total revenue for the current fiscal quarter to reach $4.65 billion, reflecting a 22.6$1.71 billion), Southeast Asia at 5.7% ($265.59 million), Taiwan at 12$557.17 million), Korea at 18.7% ($867.62 million), Japan at 7.5$350.22 million), and Europe at 3.9% ($180.31 million) [12] - For the full year, total revenue is anticipated to be$17.67 billion, up 18.5% from the previous year, with specific contributions from various regions [13] Strategic Considerations - Lam Research's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends to forecast the company's prospects [14] - The interconnected global economy and geopolitical factors are critical in shaping financial analysts' earnings estimations for companies like Lam Research [15]