{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-26-000033","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2026-07-29T20:07:10+00:00","discovered_at":"2026-07-29T20:08:00.541498+00:00","generated_at":"2026-07-29T20:08:23.797326+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Lam Research reports record Q4 revenue $6.72B, EPS $1.81; Q1 guidance $8.1B","bullets":["Revenue $6.72B (+15% QoQ), GAAP diluted EPS $1.81 vs $1.45 prior quarter; non-GAAP EPS $1.82.","GAAP gross margin 51.7% (+190 bps QoQ), operating margin 37.4% (+240 bps).","Cash from ops drove cash balance to $5.60B from $4.77B; deferred revenue $2.43B.","Guidance for Sep quarter: revenue $8.1B +/- $400M, GAAP diluted EPS $2.15 +/- $0.15.","CEO cites AI-driven demand for record results; expects third consecutive year of outperformance."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-26-000033","json":"https://secwatch.observer/filing/0000707549-26-000033.json","markdown":"https://secwatch.observer/filing/0000707549-26-000033.md","text":"https://secwatch.observer/filing/0000707549-26-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/0000707549-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/lrcx-20260729.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-29T20:08:23.797326+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"}