high-performance materials, and 3D advanced packaging. We prepared for this moment, launching an array of new products and advanced services targeted at broadening our exposure across DRAM, Leading Edge Foundry Logic, and NAND. We have also invested in expanding our manufacturing and R&D

Apr 22, 2026 / receipt

We were able to partially offset the gross margin headwinds through operating expense management during the quarter.

Apr 20, 2022 / receipt, needs a key / Doug Bettinger, CFO | earnings call 2022-04-20 | transcript a9336670-38f5-4dcd-84c3-bbd0982f6cb9 | chars 10084-10200 | segment 10

Virtual reality technologies are allowing us to continue training engineers across the globe to further develop their skills on our latest systems without the need for international travel.

Oct 21, 2020 / receipt, needs a key / Tim Archer, CEO | earnings call 2020-10-21 | transcript 9fd43c3e-c809-4baf-9f37-e4ea54110730 | chars 8759-8948 | segment 9

We are maintaining travel and other expenses at lower levels as we continue to work remotely in many locations.

Oct 21, 2020 / receipt, needs a key / Tim Archer, CFO | earnings call 2020-10-21 | transcript 9fd43c3e-c809-4baf-9f37-e4ea54110730 | chars 16159-16270 | segment 16

By enabling real-time, in-fab access to LAM service experts located worldwide, we have reduced installation and troubleshooting time without the need for extensive travel.

Jul 29, 2020 / receipt, needs a key / Tim Archer, CEO | earnings call 2020-07-29 | transcript b3328e24-27aa-48be-8fcd-1adb790398b4 | chars 10640-10811 | segment 11

At the same time, we've managed expenses elsewhere, most notably travel, and they came down throughout the June quarter.

Jul 29, 2020 / receipt, needs a key / Doug Schmauder, CFO | earnings call 2020-07-29 | transcript b3328e24-27aa-48be-8fcd-1adb790398b4 | chars 16240-16360 | segment 16

You know, we would expect those to eventually, you know, roll back as things normalize post-COVID, but I mentioned this point of the acceleration of remote support technologies, and I think that's you know, while we haven't fully quantified kind of what the benefit could be, clearly some of the benefits of less travel and more productivity of kind of worldwide engineers who can now connect into FABs and provide expertise via some new technologies, that actually will be likely a cost and kind of personnel benefit for us down in the future.

Jul 29, 2020 / receipt, needs a key / Tim, CEO | earnings call 2020-07-29 | transcript b3328e24-27aa-48be-8fcd-1adb790398b4 | chars 33354-33898 | segment 34

We anticipate that cross-region travel will be discouraged for at least the near future, and therefore we are working closely with customers to significantly enhance remote support capabilities using advanced data collection and information sharing technologies.

Apr 22, 2020 / receipt, needs a key / Tim Archer, CEO | earnings call 2020-04-22 | transcript 6053e119-d9fb-4e1d-acd7-49ac5ad4b6dc | chars 4426-4688 | segment 4

We're not traveling, and so there are elements of the expense lines that are coming down quite dramatically.

Apr 22, 2020 / receipt, needs a key / Tim Archer, CFO | earnings call 2020-04-22 | transcript 6053e119-d9fb-4e1d-acd7-49ac5ad4b6dc | chars 30497-30605 | segment 30

Clearly, travel is more difficult.

Apr 22, 2020 / receipt, needs a key / Harlan, other | earnings call 2020-04-22 | transcript 6053e119-d9fb-4e1d-acd7-49ac5ad4b6dc | chars 37551-37585 | segment 37

Headcount ~20,600 ~19,700

ir_statement / Sep 15, 2026 / receipt

Workforce optimization charges

ir_statement / Sep 15, 2026 / receipt

Workforce optimization charges - cost of goods sold 6,404

ir_statement / Sep 15, 2026 / receipt

Workforce optimization charges - research and development 9,437

ir_statement / Sep 15, 2026 / receipt

Workforce optimization charges - selling, general and administrative 6,987

ir_statement / Sep 15, 2026 / receipt

Accelerating AI-driven semiconductor demand driving strong June quarter guide

ir_statement / Sep 15, 2026 / receipt

Customer spending projections higher across all device segments

ir_statement / Sep 15, 2026 / receipt

Raising CY26 WFE outlook

ir_statement / Sep 15, 2026 / receipt

WFE: $140B with bias to upside

ir_statement / Sep 15, 2026 / receipt

Advanced packaging revenues expected to grow >50% in CY26

ir_statement / Sep 15, 2026 / receipt

Anticipate $40B conversion spending to >200 layers pulled forward by customers

ir_statement / Sep 15, 2026 / receipt

Growth in bit demand driving greenfield capacity investments long-term

ir_statement / Sep 15, 2026 / receipt