---
title: "Lam Research QDec25- Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter o"
description: "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"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000433039.md"
published_at: "2026-01-29T09:01:20.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Lam Research QDec25- Revenue up 7% q/q and 27% y/y to $5.34B at 49.7% GM; 10th consecutive quarter o

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 shortage

Source: Sravan Kundojjala

### Related Stocks

- [LRCX.US - Lam Research](https://longbridge.com/en/quote/LRCX.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.