Lam Research QDec25
- Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter of revenue growth- QMar26 guidance: $5.7B (+/- $300M) at 49% GM; GM slight headwind from customer mix- CY25 revenue record at $20.6B; GM of 49.9% (highest since Novellus merger in 2012); operating margin record at 34.1%- CY25 WFE was $110B; CY26 WFE estimate of $135B (up 23%), constrained by clean room space shortageSource: Sravan Kundojjala
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