Applied Materials Q4 F12/24
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Jams O'Donnell
Lam Research Q1 FY6/25 Earnings Review
Summary:
* Lam Research beat expectations with $4.17 billion total
ASML Q3 2024 earnings review
Summary:
* ASML posted solid earnings but lowered guidance for next
AMAT Q3 earnings analysis
Summary:
* Applied Materials reported Q3 earnings on Aug 15th.
* Revenue
SWKS Q3 earnings analysis
Summary:
* Skyworks, Inc. reported Q3 earnings on July 30th;
* Total
LRCX Q4 earnings review
Summary:
* Lam Research reported Q4 earnings on July 31st;
* recovery
ASML Q2 2024 earnings review
Summary:
* No surprises in ASML Q2 earnings;
* Management projects 35%
AMAT Q2 2024 earnings review
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$SWKS Q2 2024 earnings review
DISCLAIMER: This note is intended for US recipients only and,