- Q4 2024 Lam Research Corp Earnings Call TranscriptJul 31, 2024$921.24 (+7.77%)Earnings
- Q3 2024 Lam Research Corp Earnings Call TranscriptApr 24, 2024$884.89 (-0.29%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 05, 2024
- Q2 2024 Lam Research Corp Earnings Call TranscriptJan 24, 2024$848.16 (+2.14%)Earnings
- Lam Research Corp at UBS Technology, Media & Telecom Conference TranscriptNov 28, 2023
- Q1 2024 Lam Research Corp Earnings Call TranscriptOct 18, 2023$642.24 (-1.19%)Earnings
- Lam Research Corp at Evercore Semiconductor & Semiconductor Equipment Conference TranscriptSep 06, 2023
- Lam Research Corp at Deutsche Bank Technology Conference TranscriptAug 30, 2023
- Q4 2023 Lam Research Corp Earnings Call TranscriptJul 26, 2023$642.37 (-1.21%)Earnings
- Lam Research Corp at Bank of America Global Technology Conference TranscriptJun 06, 2023
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 31, 2023
- Lam Research Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 22, 2023
- Q3 2023 Lam Research Corp Earnings Call TranscriptApr 19, 2023$491.02 (-0.88%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 07, 2023
- Q2 2023 Lam Research Corp Earnings Call TranscriptJan 25, 2023$488.4 (+0.18%)Earnings
- Lam Research Corp at Credit Suisse Technology Conference TranscriptNov 29, 2022
- Q1 2023 Lam Research Corp Earnings Call TranscriptOct 19, 2022$330.08 (+2.49%)Earnings
- Lam Research Corp at Evercore TMT Conference TranscriptSep 07, 2022
- Q4 2022 Lam Research Corp Earnings Call TranscriptJul 27, 2022$467.66 (+4.57%)Earnings
- Lam Research Corp at Bank of America Global Technology Conference TranscriptJun 07, 2022
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptJun 01, 2022
- Lam Research Corp at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 23, 2022
- Q3 2022 Lam Research Corp Earnings Call TranscriptApr 20, 2022$481.45 (+0.47%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 08, 2022
- Q2 2022 Lam Research Corp Earnings Call TranscriptJan 26, 2022$596.67 (+1.43%)Earnings
- Lam Research Corp at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 07, 2021
- Lam Research Corp at UBS Global TMT Conference (Virtual) TranscriptDec 06, 2021
- Lam Research Corp at Credit Suisse Technology, Media & Telecom Conference TranscriptNov 30, 2021
- Q1 2022 Lam Research Corp Earnings Call TranscriptOct 20, 2021$565.5 (-0.93%)Earnings
- Lam Research Corp at Deutsche Bank Technology Conference (Virtual) TranscriptSep 09, 2021
- Q4 2021 Lam Research Corp Earnings Call TranscriptJul 28, 2021$635 (+1.99%)Earnings
- Lam Research Corp at Bank of America Global Technology Conference (Virtual) TranscriptJun 10, 2021
- Lam Research Corp at Evercore ISI TMT Conference (Virtual) TranscriptJun 09, 2021
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference (Virtual) TranscriptJun 03, 2021
- Lam Research Corp at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 25, 2021
- Q3 2021 Lam Research Corp Earnings Call TranscriptApr 21, 2021$641.25 (+4.60%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 01, 2021
- Lam Research Corp at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Q2 2021 Lam Research Corp Earnings Call TranscriptJan 27, 2021$515.04 (-6.81%)Earnings
- Lam Research Corp at Credit Suisse Technology Conference (Virtual) TranscriptDec 01, 2020
- Lam Research Corp Annual Shareholders Meeting TranscriptNov 03, 2020
- Q1 2021 Lam Research Corp Earnings Call TranscriptOct 21, 2020$366.62 (+0.84%)Earnings
- Lam Research Corp at Citi Global Technology Conference (Virtual) TranscriptSep 09, 2020
- Q4 2020 Lam Research Corp Earnings Call TranscriptJul 29, 2020$360.83 (+3.41%)Earnings
- Lam Research Corp at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 03, 2020
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 27, 2020
- Q3 2020 Lam Research Corp Earnings Call TranscriptApr 22, 2020$271.78 (+11.55%)Earnings
- Lam Research Corp 2020 Investor Meeting TranscriptMar 03, 2020
- Q2 2020 Lam Research Corp Earnings Call TranscriptJan 29, 2020$298.22 (-1.15%)Earnings
- Lam Research Corp at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 03, 2019
- Q1 2020 Lam Research Corp Earnings Call TranscriptOct 23, 2019$233.18 (-0.74%)Earnings
- Lam Research Corp at Deutsche Bank Technology Conference TranscriptSep 11, 2019
- Lam Research Corp at Citi Global Technology Conference TranscriptSep 05, 2019
- Lam Research Corp at KeyBanc Capital Markets Tech Leadership Forum TranscriptAug 12, 2019
- Lam Research Corp at Flash Memory Summit TranscriptAug 07, 2019
- Q4 2019 Lam Research Corp Earnings Call TranscriptJul 31, 2019$208.61 (-1.28%)Earnings
- Lam Research Corp at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 04, 2019
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 29, 2019
- Lam Research Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 16, 2019
- Q3 2019 Lam Research Corp Earnings Call TranscriptApr 24, 2019$195.44 (+0.34%)Earnings
- Lam Research Corp at Goldman Sachs Technology & Internet Conference TranscriptFeb 13, 2019
- Q2 2019 Lam Research Corp Earnings Call TranscriptJan 23, 2019$139.33 (-0.40%)Earnings
Lam Research Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
Everybody, welcome back. I'm Joe Moore from the Morgan Stanley Semiconductor analysts. Very happy to have with us today the CFO of Lam Research, Doug Bettinger. I think -- I'm supposed to read this first for important disclosures, please see the Morgan Stanley disclosure website at morganstanley.com/research disclosures. If you have questions, please reach out to your Morgan Stanley sales rep. And then, Doug, I think you have a safe harbor as well.
And I should remind you that I may make some forward-looking statements, please take a look at our disclosure here up on the screen and have a look at it on our website. And with that, Joe, why don't we jump into it?
Questions & Answers
Sure. That would be great. So Doug, maybe you could just talk about the general environment. I think
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