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Lam Research Corporation (LRCX) Q1 2027 Earnings Call Transcript

Lam Research Corporation ( LRCX ) Q1 2027 Earnings Call October 21, 2026 5:00 PM EDT Company Participants Ram Ganesh - Vice President of Investor Relations Timothy Archer - President, CEO & Director Douglas Bettinger - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Melissa Weathers - Deutsche Bank AG, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Srinivas Pajjuri - RBC Capital Markets, Research Division Vivek Arya - BofA Securities, Research Division Atif Malik - Citigroup Inc., Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Stacy Rasgon - Bernstein Institutional Services LLC, Research Division Blayne Curtis - Jefferies LLC, Research Division Shane Brett - Morgan Stanley, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, and welcome to the Lam Research Corporation September 2026 Earnings Conference Call. [Operator Instructions] After today's presentation, there will be an opportunity to ask questions.

Lam Research Corporation (LRCX) Q1 2027 Earnings Call Transcript

Lam Research Corporation ( LRCX ) Q1 2027 Earnings Call October 21, 2026 5:00 PM EDT Company Participants Ram Ganesh - Vice President of Investor Relations Timothy Archer - President, CEO & Director Douglas Bettinger - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Melissa Weathers - Deutsche Bank AG, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Srinivas Pajjuri - RBC Capital Markets, Research Division Vivek Arya - BofA Securities, Research Division Atif Malik - Citigroup Inc., Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Stacy Rasgon - Bernstein Institutional Services LLC, Research Division Blayne Curtis - Jefferies LLC, Research Division Shane Brett - Morgan Stanley, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, and welcome to the Lam Research Corporation September 2026 Earnings Conference Call. [Operator Instructions] After today's presentation, there will be an opportunity to ask questions.

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