{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-26-000006","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2026-01-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.503358+00:00","generated_at":"2026-05-16T07:12:31.924760+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Lam Research reports Dec Q revenue $5.34B, GAAP EPS $1.26, non-GAAP $1.27; guides Mar Q rev $5.7B","bullets":["Revenue $5.34B, up 22% YoY ($4.38B); GAAP EPS $1.26 vs $1.24 prior Q; non-GAAP EPS $1.27.","Gross margin 49.6% GAAP (down 80bps QoQ); operating margin 33.9%.","Guidance for Mar 2026 Q: rev $5.7B ±$300M, GAAP EPS $1.35 ±$0.10, above Dec Q actual.","CEO cites record year, AI-driven demand; China 35% of revenue, customer support +12% QoQ.","Cash & equivalents $6.2B; deferred revenue $2.25B, down from $2.77B prior Q."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-26-000006","json":"https://secwatch.observer/filing/0000707549-26-000006.json","markdown":"https://secwatch.observer/filing/0000707549-26-000006.md","text":"https://secwatch.observer/filing/0000707549-26-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000006/0000707549-26-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000006/lrcx-20260128.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T07:12:31.924760+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}