Workflow
Semiconductor Equipment
icon
Search documents
Lam Research(LRCX) - 2026 Q2 - Earnings Call Transcript
2026-01-28 23:00
Lam Research (NasdaqGS:LRCX) Q2 2026 Earnings call January 28, 2026 05:00 PM ET Speaker9Good day, and welcome to the Lam Research Corporation December 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touch-tone phone. To withdraw your question, pl ...
Lam Research forecasts strong quarterly results on chipmaking tool demand
Reuters· 2026-01-28 22:18
Lam Research forecast third-quarter revenue above Wall Street expectations on Wednesday, as enterprises ramped up orders of its chipmaking tools. ...
Lam Research Beats Q2 Estimates, Strong Q3 Guidance
Benzinga· 2026-01-28 21:46
Lam Research Corp. (NASDAQ:LRCX) shares climbed in Wednesday's extended trading after the company released its second-quarter earnings report, beating analyst estimates. Here's a look at the key figures from the quarter. LRCX stock is moving. Watch the price action here.The Details: Lam Research reported quarterly earnings of $1.27 per share, which beat the Street estimate of $1.17 by 8.45%, according to Benzinga Pro.Quarterly revenue of $5.35 billion beat the analyst consensus estimate of $5.24 billion and ...
Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings | Bloomberg Tech 1/28/2026
Youtube· 2026-01-28 21:32
>> "BLOOMBERG TECHNOLOGY" IS LIVE FROM COAST-TO-COAST COME UP WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECHNOLOGY." AMAZON CUT 16,000 OF CORPORATE JOBS TO INCREASE OWNERSHIP. CAROLINE: POSTING STRONG FOURTH-QUARTER EARNINGS.ED: SOFTBANK IS IN TALKS WITH INVESTORS AS MUCH AS 30 BILLION DOLLARS MORE INTO OPENAI. CAROLINE: LET'S CHECK IN ON THE MARKETS. AN INTERESTING WHIPSAW.AT ONE POINT, WE SAW THE S&P 500 ABOVE THAT $7,000 LEVEL. WE HAD NEVER SEEN THAT BEFORE. TH ...
Lam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025
Prnewswire· 2026-01-28 21:05
FREMONT, Calif., Jan. 28, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter"). Highlights for the December 2025 quarter were as follows: | December 2025 | September 2025 | Change Q/Q | | | | --- | --- | --- | --- | --- | | Revenue | $ | $ | — | | | | 5,344,791 | 5,324,173 | | | | Gross margin as percentage of revenue | 49.6 % | 50.4 % | - 80 | | | | | | bps | | | Operating ...
ASML Orders Double Estimates at €13.2B: Why the AI Chip Boom Has Legs
Investing· 2026-01-28 20:17
Market Analysis by covering: Intel Corporation, Applied Materials Inc, Lam Research Corp, KLA Corporation. Read 's Market Analysis on Investing.com ...
ASML Investors Press Executives on Outlook Despite Bookings Beat
MINT· 2026-01-28 18:45
(Bloomberg) -- ASML Holding NV failed to satisfy investors with record orders in the fourth quarter as analysts continued to question whether the Dutch semiconductor equipment maker can sustain its artificial intelligence-fueled momentum.  The company’s bookings in the fourth quarter hit €13.2 billion ($15.8 billion) as AI infrastructure needs raised demand for its most sophisticated equipment, far exceeding the average analyst estimate of €6.85 billion, the Veldhoven, Netherlands-based company said in a st ...
Why Record Highs For LRCX Stock May Face A Reality Check In 2026
Forbes· 2026-01-28 18:25
KIEV, UKRAINE - 2018/11/10: In this photo illustration, the Lam Research Corporation logo seen displayed on a smartphone. Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)LightRocket via Getty ImagesLam Research (LRCX) has faced setbacks in the past. Its stock has experienced dro ...
天津金海通半导体设备股份有限公司关于持股5%以上股东减持计划时间届满暨减持股份结果及权益变动触及1%刻度的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603061 证券简称:金海通 公告编号:2026-012 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏, 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 股东持股的基本情况 本次减持计划实施前,上海旭诺股权投资基金合伙企业(有限合伙)(现已更名为"宁波旭诺创业投资基 金管理合伙企业(有限合伙)",以下简称"旭诺投资"),持有公司股份5,369,685股,占公司总股本的 8.95%。 ● 减持计划的实施结果情况 公司于2025年9月29日披露了《天津金海通半导体设备股份有限公司股东减持股份计划公告》(公告编 号:2025-053),旭诺投资拟以集中竞价交易方式和大宗交易方式减持公司合计不超过1,800,000股股 份,即不超过公司总股本的3.00%(若计划减持期间有派息、送股、资本公积金转增股本、配股等除权 除息事项,拟减持股份数量和减持价格将相应进行调整)。 公司于2026年1月28日收到旭诺投资发来的《关于减持计划时间届满暨减持股份结果及权益变动触及1% 刻度的告知函》,截至202 ...
ASML Looking at 'Record Quarter,' CEO Says
Youtube· 2026-01-28 17:12
We are very happy to finish the year so strongly that, you know, the ASML team has done a great job. They bring on a very, very big quarter and we are looking at a record quarter. We are looking at a record year.So this is very good already for 2025. And when we look at the mid-term, you know, in the course of last year, we sometime had some doubts basically, or some uncertainty on what AI would do to our business, because to be honest, it took a bit of time to convert some of the great announcement we have ...