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LRCX Revenue by Segments

Revenue by Segments

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As of Q1'26 (2025-10-25), Lam Research ( LRCX ) reported Systems revenue of $3.5B and Customer support-related revenue and other of $1.8B. This marks the highest Systems revenue in the observed period, while Customer support-related revenue remains stable compared to recent quarters. Over the period from Q2'23 to Q1'26, Systems revenue experienced a notable decline from $3.5B in Q2'23 to a low of $1.7B in Q4'23, followed by a steady recovery and strong growth, reaching a new peak by Q1'26. Customer support-related revenue showed relative stability, fluctuating between $1.4B and $1.8B, with a slight upward trend in the most recent quarters. Systems revenue consistently dominates the segment breakdown, accounting for the majority of total revenue throughout the timeframe.