Lam Research Corporation (LRCX) Q2 2025 (USD): adj. EPS 1.26 (exp. 1.17), Revenue 5.32bln (exp. 5.23bln)

Lam Research's Q2 2025 results beat earnings and revenue expectations, suggesting stronger demand dynamics in the semiconductor equipment sector.

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ServiceNow Inc. (NOW) Q4 2025 (USD): EPS 0.92 (exp. 0.88), Revenue 3.57bln (exp. 3.53bln); authorizes additional USD 5bln for share repurchase programme

International Business Machines Corporation (IBM) Q4 (USD) Adj. EPS 4.52 (exp. 4.33), Revenue 19.7bln (exp. 19.21bln)

Lam Research Corporation (LRCX) Q2 2025 (USD): adj. EPS 1.26 (exp. 1.17), Revenue 5.32bln (exp. 5.23bln)

Las Vegas Sands Corp. (LVS) Q4 2025 (USD): EPS 0.58 (exp. 0.77), Revenue 3.65bln (exp. 3.34bln)

ServiceNow Inc. (NOW) Q4 2025 (USD): EPS 2.40 (exp. 2.20), Revenue 3.41bln (exp. 3.36bln); authorises a five-for-one stock split

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Guidance:

  • Q3 revenue 5.4-6bln (exp. 5.32bln).
  • Q3 EPS 1.25-1.45 (exp. 1.20).
Context

The guidance for Q3 indicates potential growth, with revenue estimates set between 5.4 to 6 billion, exceeding prior expectations, which may bolster investor sentiment in this sector. Overall, these results reflect positive momentum for LRCX and could have broader implications for semiconductor stocks and related equities.

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