Transcripts

Lam Research (LRCX) earnings call transcripts

Earnings call transcripts for Lam Research, with a summary, the guidance given, and what analysts pressed on.

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  • FY 2026 earnings call

    Management framed AI-driven demand as broadening across memory, logic, packaging and services, with tight capacity supporting another strong growth year.

    Jul 29, 2026Confident0.85