Lam Research Corporation to Host June Quarter Financial Conference Call

FREMONT, Calif. – July 9, 2025 – Lam Research Corp. (NASDAQ: LRCX), a leading global supplier of innovative wafer fabrication equipment and services to the semiconductor industry, today announced its plans to host a quarterly financial conference call and webcast. The event is scheduled for Wednesday, July 30, 2025, beginning at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). This call will provide an in-depth review of the company's financial results for the June 2025 quarter, offering crucial insights into its performance and outlook.

Event Details and Access

Investors, analysts, and interested parties can access the live webcast of the conference call on the Investors section of Lam Research's corporate website at www.lamresearch.com. A replay of the webcast will also be available on the website following the conclusion of the call, ensuring that those unable to attend live can review the proceedings at their convenience. This accessibility underscores Lam Research's commitment to transparency and open communication with its stakeholders.

Importance of Quarterly Earnings Calls

Quarterly earnings calls are pivotal events for publicly traded companies like Lam Research. They serve as a primary mechanism for management to communicate financial performance, strategic initiatives, and future guidance directly to the investment community. For Lam Research, a key player in the highly cyclical and capital-intensive semiconductor equipment sector, these calls are particularly significant. They offer a window into the health of the broader semiconductor industry, which is a bellwether for global technology trends and economic growth.

Market Context and Industry Outlook

Lam Research's performance is intrinsically linked to the demand for semiconductors, driven by megatrends such as artificial intelligence (AI), 5G, the Internet of Things (IoT), and high-performance computing. As chip manufacturers continue to invest heavily in advanced process technologies and expand production capacities, the demand for Lam Research's etching, deposition, and cleaning equipment remains robust. The upcoming earnings call will likely address the current market conditions, including any shifts in capital expenditure plans by major chipmakers, supply chain dynamics, and the impact of geopolitical factors on the semiconductor landscape. Analysts will be keen to hear management's perspective on the trajectory of wafer fab equipment (WFE) spending for the remainder of 2025 and into 2026.

Key Areas of Focus for Investors

Investors will be closely monitoring several key metrics during the July 30th call:

• Revenue and Earnings Per Share (EPS): Actual performance against analyst consensus estimates will be a primary indicator of the company's operational efficiency and market share.
• Gross Margins: Insights into cost management and pricing power in a competitive environment.
• Order Bookings and Backlog: These figures provide a forward-looking view of future revenue streams and demand strength.
• Guidance for the September Quarter: Management's outlook for the next quarter is crucial for setting investor expectations and influencing stock performance.
• Capital Allocation Strategy: Updates on share buybacks, dividends, and investments in research and development (R&D) will highlight the company's approach to shareholder value creation.
• Technology Roadmaps: Discussions on new product introductions or advancements in process technology that could give Lam Research a competitive edge.

Investment Insights

For investors, the July 30th conference call presents a critical opportunity to assess LRCX's investment thesis. A strong earnings report coupled with optimistic guidance could signal continued growth in the semiconductor equipment sector, potentially leading to a positive stock reaction. Conversely, any signs of slowing demand or margin pressure could trigger a reassessment of the stock's valuation. Investors should pay close attention to management's commentary on long-term industry trends and Lam Research's strategic positioning to capitalize on these opportunities. Diversification within the semiconductor value chain, including exposure to both equipment manufacturers and chip designers, can help mitigate risks associated with the industry's cyclical nature. Furthermore, understanding the competitive landscape and Lam Research's differentiation in key process steps is vital for a comprehensive investment decision.

About Lam Research

Lam Research Corporation is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam's products and services are used by chipmakers to build integrated circuits for a wide range of electronic devices. The company's headquarters are located in Fremont, California, with operations spanning across the globe, serving a diverse customer base of leading semiconductor manufacturers.