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wide-16x9W -v2 © 2018 Lam Research Corp. | 10.16.2018 1 Lam Research Corporation September Quarter 2018 Financial Results October 16, 2018
© 2018 Lam Research Corp. | 10.16.2018 1
Lam Research Corporation
September Quarter 2018 Financial Results
October 16, 2018wide-16x9W -v2
© 2018 Lam Research Corp. | 10.16.2018 2Cautionary Statement Regarding Forward -Looking Statements
This presentation and the accompanying discussion contain “forward -looking statements” under U.S. securities laws. Forward -looking
statements include any statements that are not statements of historical fact. Examples of forward -looking statements include, b ut are not
limited to: (1) anticipated business, balance sheet, cash flow and financial measures and results, including guidance, whethe r on a GAAP or
non-GAAP basis; (2) economic, market, industry and industry segment expectations; and (3) our ability to successfully execute bu siness, capital
allocation, product and growth plans or strategies, or otherwise deliver value for customers and stockholders. Forward -looking statements
speak only as of the date they are made and are subject to risks and uncertainties that could cause actual results to differ materially from
those expressed, including the factors discussed in our filings with the Securities and Exchange Commission (“SEC”). You sho uldnot place undue
reliance on forward -looking statements. Lam undertakes no obligation to update any forward -looking statements. wide-16x9W -v2
© 2018 Lam Research Corp. | 10.16.2018 3Business Review and Industry Outlook
Chief Executive Officerwide-16x9W -v2
© 2018 Lam Research Corp. | 10.16.2018 4September Quarter Performance
*Data are presented on a non -GAAP basis. Reconciliations of U.S. GAAP results to non -GAAP results can be found at the end of th is presentation. ►Revenues of $2.3 billion, operating income of $630
million*, and EPS of $3.36*
►Revenues, gross margin, and EPS all exceeded the mid -
point of our guidance
►Near-term outlook consistent with July commentary
© 2018 Lam Research Corp. | 10.16.2018 5►Strength in long -term drivers for data economy
enablement from the world of silicon
►2018 WFE expectations are up slightly year over year
►Compelling opportunities for Lam’s strength in Etch and
DepositionRational Industry Behavior
Committed to investment and innovation for the success
of our customers and for Lam
© 2018 Lam Research Corp. | 10.16.2018 6►Deposition
Keypenetrations ofnewfilms forpatterning, newspecialty applications,
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