{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-23-000077","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2023-04-19T23:59:59+00:00","discovered_at":"2026-05-14T18:03:41.973905+00:00","generated_at":"2026-06-16T23:59:40.198490+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Lam Research Q3 FY2023 revenue $3.87B, GAAP EPS $6.01; guides Q4 revenue ~$3.1B","bullets":["Revenue $3.87B (-26.7% QoQ); GAAP diluted EPS $6.01 (-44.2% QoQ); non-GAAP diluted EPS $6.99 (-34.7% QoQ).","GAAP gross margin 41.5% (down 350 bps QoQ); non-GAAP gross margin 44.0% (down 110 bps QoQ).","Q4 FY2023 guidance: revenue $3.1B ±$300M, non-GAAP EPS $5.00 ±$0.75, diluted share count ~134M.","Cash from operations $1.73B; share repurchases $582M, dividends $234M, capex $119M; cash balance $5.6B.","CEO Tim Archer cited record foundry-related revenues and cost management amid lower WFE spending."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-23-000077","json":"https://secwatch.observer/filing/0000707549-23-000077.json","markdown":"https://secwatch.observer/filing/0000707549-23-000077.md","text":"https://secwatch.observer/filing/0000707549-23-000077.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754923000077/0000707549-23-000077-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754923000077/lrcx-20230419.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T23:59:40.198490+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"699eeb19af931fea31ea30e7af125b1868a1a90b","claim":"LAM RESEARCH CORP reported the fiscal quarter ended March 26, 2023 results: revenue $3.87 billion, net income $814 million, EPS $6.01.","evidence_excerpt":"Research\") today announced financial results for the quarter ended March 26, 2023 (the “March 2023 quarter”). Highlights for the March 2023 quarter were as follows: • Revenue of $3.87 billion. • U.S. GAAP gross margin of 41.5%, U.S. GAAP operating income as a percentage of revenue of 24.4%, and U.S. GAAP diluted EPS of $6.01. • Non-GAAP gross margin of 44.0%, non-GAAP","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/707549/000070754923000077/0000707549-23-000077-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended March 26, 2023"},{"label":"Revenue","value":"$3.87 billion"},{"label":"Net income","value":"$814 million"},{"label":"EPS","value":"$6.01"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}