{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-24-000013","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2024-01-24T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.711077+00:00","generated_at":"2026-06-06T19:33:20.221725+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Lam Research Q2 revenue $3.76B, GAAP EPS $7.22, Non-GAAP EPS $7.52","bullets":["Revenue $3.76B (+7.9% QoQ); GAAP EPS $7.22, non-GAAP $7.52.","Cash from ops $1.45B; repurchased $645M shares; paid $264M dividends.","China 40% of revenue; Korea 19%, Japan 14%, Taiwan 13%.","Q3 guidance: revenue ~$3.7B ±$300M; non-GAAP EPS ~$7.25 ±$0.75.","GAAP gross margin 46.8%, non-GAAP 47.6%; operating margin 28.1%/30.0%."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-24-000013","json":"https://secwatch.observer/filing/0000707549-24-000013.json","markdown":"https://secwatch.observer/filing/0000707549-24-000013.md","text":"https://secwatch.observer/filing/0000707549-24-000013.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754924000013/0000707549-24-000013-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754924000013/lrcx-20240124.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T19:33:20.221725+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":"adad860b8729a8b7858912c0799378ed51a7fa49","claim":"LAM RESEARCH CORP reported the quarter ended December 24, 2023 results: revenue $3.76 billion, net income $954 million, EPS $7.22. Guidance initiated.","evidence_excerpt":"today announced financial results for the quarter ended December 24, 2023 (the “December 2023 quarter”). Highlights for the December 2023 quarter were as follows: • Revenue of $3.76 billion. • U.S. GAAP gross margin of 46.8%, U.S. GAAP operating income as a percentage of revenue of 28.1%, and U.S. GAAP diluted EPS of $7.22. • Non-GAAP gross margin of 47.6%, non-GAAP","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/707549/000070754924000013/0000707549-24-000013-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended December 24, 2023"},{"label":"Revenue","value":"$3.76 billion"},{"label":"Net income","value":"$954 million"},{"label":"EPS","value":"$7.22"},{"label":"Guidance","value":"initiated"},{"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"}