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Lam Research Corporation (LRCX) Earnings Report: Q3 2015 Conference Call Transcript


The following Lam Research Corporation (LRCX - Get Report) conference call took place on October 21, 2015, 05:00 PM ET. This is a transcript of that earnings call:

Company Participants

  • Audrey Charles; Lam Research Corporation; VP of IR
  • Martin Anstice; Lam Research Corporation; President and CEO
  • Rick Wallace; KLA-Tencor Corporation; President and CEO
  • Doug Bettinger; Lam Research Corporation; EVP and CFO
  • Bren Higgins; KLA-Tencor Corporation; EVP and CFO

Other Participants

  • Jim Covello; Goldman Sachs; Analyst
  • Farhan Ahmad; Credit Suisse; Analyst
  • Bill Peterson; JPMorgan; Analyst
  • Timothy Arcuri; Cowen and Company; Analyst
  • C.J. Muse; Evercore ISI; Analyst
  • Atif Malik; Citigroup; Analyst
  • Krish Sankar; BofA Merrill Lynch; Analyst
  • Steven Chin; UBS; Analyst
  • Weston Twigg; Pacific Crest Securities; Analyst
  • Patrick Ho; Stifel Nicolaus; Analyst

MANAGEMENT DISCUSSION SECTION Operator: Good day, and welcome to the Lam Research Corporation September 2015 conference call.


At this time, I would like to turn the conference over to Audrey Charles, Vice President of Investor Relations. Please go ahead. Audrey Charles (VP of IR): Thank you operator, thank you and good morning, everyone. With me today are Martin Anstice, President and Chief Executive Officer of Lam Research ; Rick Wallace, President and Chief Executive Officer of KLA-Tencor ; Doug Bettinger, Executive Vice President and Chief Financial Officer of Lam Research ; and Bren Higgins, Executive Vice President and Chief Financial Officer...