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Lam Research LRCX Change in Deferred Revenue

Change in Deferred Revenue at other companies

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$18.57M+339%
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$1.63M+47.1%
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-$20.62M-635%
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$671K+129%
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-$786.75K+93.5%

Other financials

Income statement

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Revenue$5.8B+23.8%
Gross profit$2.9B+25.8%
Operating income$2.0B+31.1%
Net income$1.8B+37.2%
EPS (diluted)$1.45+40.8%

Balance sheet

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Cash & equivalents$4.8B-12.7%
Total debt$3.7B-16.7%
Total equity$10.6B+11.3%
Total assets$20.8B+4.1%

Cash flow

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Operating cash flow$1.1B-12.8%
CapEx$331.6M+15.1%
Free cash flow$809.8M-20.7%

Valuation

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Market cap$502.5B+334%
Enterprise value$501.47B+337%
P/E74.9×+50.1×
P/S23.2×+16.4×

Profitability

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Gross margin50%+2.0pp
Operating margin34.3%+3.4pp
Net margin30.9%+3.8pp
FCF margin27.7%+5.6pp

Returns & leverage

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Return on equity66.8%+13.6pp
Debt / equity0.4×-0.1×
Current ratio2.5×+0.1×

Where this comes from

Reported directly by Lam Research in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInDeferredRevenue.

The official record: Lam Research’s 10-K, filed August 11, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is Lam Research's change in deferred revenue?
Lam Research (LRCX) reported change in deferred revenue of $286.94M in Q2 2025.
How has Lam Research's change in deferred revenue changed year-over-year?
Lam Research's change in deferred revenue increased by 513.7% year-over-year, from -$69.36M to $286.94M.
What is the long-term trend for Lam Research's change in deferred revenue?
Over 4 years (2021 to 2025), Lam Research's change in deferred revenue has grown at a 22.6% compound annual growth rate (CAGR), from $508.01M to $1.15B.
What does change in deferred revenue mean?
Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.