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Mar 29, 2020

Lam Research Q3 2020 Earnings Report

Lam Research reported solid financial performance despite COVID-19 impact.

Key Takeaways

Lam Research announced financial results for the quarter ended March 29, 2020. The company reported revenue of $2.50 billion and U.S. GAAP diluted EPS of $3.88. Extraordinary efforts by Lam's global teams helped to mitigate the operational impact of the COVID-19 pandemic.

Revenue of $2.50 billion.

U.S. GAAP gross margin of 46.6%.

U.S. GAAP operating income as a percentage of revenue of 27.7%.

U.S. GAAP diluted EPS of $3.88.

Total Revenue
$2.5B
Previous year: $2.44B
+2.7%
EPS
$0.398
Previous year: $0.37
+7.6%
Gross Profit
$1.17B
Previous year: $1.07B
+8.6%
Cash and Equivalents
$3.96B
Previous year: $4.93B
-19.7%
Total Assets
$12.9B
Previous year: $12.9B
+0.3%

Lam Research

Lam Research

Lam Research Revenue by Geographic Location

Forward Guidance

While there is limited visibility to near-term macroeconomic conditions and industry supply chain recovery, customer demand for our equipment remains strong. We believe in the long-term resiliency of the semiconductor industry and are focused on providing innovative technology to our customers and positioning Lam for outperformance as industry conditions normalize.

Positive Outlook

  • Customer demand for our equipment remains strong.
  • Belief in the long-term resiliency of the semiconductor industry
  • Focused on providing innovative technology to our customers
  • Positioning Lam for outperformance as industry conditions normalize.

Challenges Ahead

  • Limited visibility to near-term macroeconomic conditions
  • Industry supply chain recovery challenges
  • Impact of the COVID-19 outbreak on our operations and financial results
  • Business, political and/or regulatory conditions in the consumer electronics industry may deteriorate or change.
  • Widespread outbreaks of illness may impact our operations and revenue in affected areas

Revenue & Expenses

Visualization of income flow from segment revenue to net income