{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-23-000091","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2023-07-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.451729+00:00","generated_at":"2026-06-13T02:31:52.355094+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lam Research revenue down 17% Q/Q to $3.21B; guidance above expectations for September quarter","bullets":["Revenue $3.21B, down 17% Q/Q from $3.87B; GAAP EPS $5.97, non-GAAP EPS $5.98.","GAAP gross margin improved to 45.5% from 41.5% Q/Q; non-GAAP gross margin 45.7%.","September quarter guidance: revenue ~$3.4B, non-GAAP EPS $6.05, both above analyst consensus.","Operating cash flow $1.1B offset by $869M share repurchases and $232M dividends in quarter.","China contributed 26% of revenue, Korea 24%, Taiwan 20%."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-23-000091","json":"https://secwatch.observer/filing/0000707549-23-000091.json","markdown":"https://secwatch.observer/filing/0000707549-23-000091.md","text":"https://secwatch.observer/filing/0000707549-23-000091.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754923000091/0000707549-23-000091-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754923000091/lrcx-20230726.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T02:31:52.355094+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":"03b65a300814a62bb6ff7442f955b7ba12d3cc21","claim":"LAM RESEARCH CORP reported the fiscal quarter ended June 25, 2023 results: revenue $3.21 billion, net income $803 million, EPS $5.97.","evidence_excerpt":"Research\") today announced financial results for the quarter ended June 25, 2023 (the “June 2023 quarter”). Highlights for the June 2023 quarter were as follows: • Revenue of $3.21 billion. • U.S. GAAP gross margin of 45.5%, U.S. GAAP operating income as a percentage of revenue of 26.6%, and U.S. GAAP diluted EPS of $5.97. • Non-GAAP gross margin of 45.7%, non-GAAP","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/707549/000070754923000091/0000707549-23-000091-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended June 25, 2023"},{"label":"Revenue","value":"$3.21 billion"},{"label":"Net income","value":"$803 million"},{"label":"EPS","value":"$5.97"},{"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"}