{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-26-000052","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2026-10-21T20:13:03+00:00","discovered_at":"2026-10-21T20:16:03.043935+00:00","generated_at":"2026-10-21T20:16:10.919681+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 sets record $8.22B revenue, EPS $2.19; guides Dec quarter to $8.60B","bullets":["Revenue $8.22B, up 22% QoQ and 54% YoY (Sept 2025 quarter: $5.32B); GAAP diluted EPS $2.19 vs $1.81 prior quarter, non-GAAP $2.20 vs $1.82.","GAAP gross margin 52.3% (+60 bps QoQ), operating margin 40.0% (+260 bps), net income $2.75B; non-GAAP operating margin 40.2%.","Systems revenue $5.73B vs $4.25B in June quarter; customer support-related revenue $2.49B. China 35% of revenue, Korea 20%, Taiwan 18%, US 8%.","December 2026 quarter guidance: revenue $8.60B +/- $400M, gross margin 52.5% +/- 1%, operating margin 40.5% +/- 1%, diluted EPS $2.33 +/- $0.15.","Cash and equivalents rose to $7.45B from $5.60B; deferred revenue $2.66B vs $2.43B. CEO Tim Archer cites AI-driven semiconductor demand and record profit."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-26-000052","json":"https://secwatch.observer/filing/0000707549-26-000052.json","markdown":"https://secwatch.observer/filing/0000707549-26-000052.md","text":"https://secwatch.observer/filing/0000707549-26-000052.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000052/0000707549-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000052/lrcx-20261021.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-21T20:16:10.919681+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"}