secwatch.observer — SEC 8-K summary
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Issuer:     LAM RESEARCH CORP (LRCX)
CIK:        0000707549
Form:       8-K
Filed at:   2025-07-30T23:59:59+00:00
Accession:  0000707549-25-000068
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Lam Research Q4 FY2025 revenue $5.17B (+9.6% QoQ), GAAP EPS $1.35
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- Revenue $5.17B (+9.6% QoQ); GAAP gross margin 50.1%, op margin 33.7%.
- Non-GAAP EPS $1.33 vs $1.04; GAAP EPS $1.35 vs $1.03 prior quarter.
- Sept Q guidance: revenue $5.2B +/- $300M, non-GAAP EPS $1.20 +/- $0.10.
- Deferred revenue $2.68B (up from $2.01B); cash $6.4B.
- China 35% of Q4 rev; systems rev $3.44B, customer support $1.73B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/707549/000070754925000068/0000707549-25-000068-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/707549/000070754925000068/lrcx-20250730.htm
  HTML page:      https://secwatch.observer/filing/0000707549-25-000068

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer