Lam Research Corporation (LRCX) Q4 2026 Earnings Call Transcript

SA Transcripts 161.33K Followers Follow Lam Research Corporation ( LRCX ) Q4 2026 Earnings Call July 29, 2026 5:00 PM EDT Company Participants Ram Ganesh - Vice President of Investor Relations Timothy Archer - President, CEO & Director Douglas Bettinger - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Atif Malik - Citigroup Inc., Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Srinivas Pajjuri - RBC Capital Markets, Research Division Michael Mani - BofA Securities, Research Division Melissa Weathers - Deutsche Bank AG, Research Division Stacy Rasgon - Bernstein Institutional Services LLC, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Blayne Curtis - Jefferies LLC, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Shane Brett - Morgan Stanley, Research Division Presentation Operator Good day, and welcome to the Lam Research Corporation June '26 Earnings Conference Call [Operator Instructions] . Please note this event is being recorded. I would now like to turn the conference over to Ram Ganesh, Vice President of Investor Relations. Please go ahead. Ram Ganesh Vice President of Investor Relations Thank you, and good afternoon, everyone. Welcome to the Lam Research quarterly earnings conference call. With me today are Tim Archer, President and Chief Executive Officer; and Doug Bettinger, Executive Vice President and Chief Financial Officer. During today's call, we will share our overview on the business environment and we'll review our financial results for the June 2026 quarter and our outlook for the September 2026 quarter. The press release detailing our financial results was distributed a little after 1:00 p.m. Pacific Time. The release and the accompanying presentation slides for today can be found on the Investors section of the company's website. Today's presentation and Q&A include forward-looking statements based on our current beliefs, expectations and assumptions. These