Jams O'Donnell

Skyworks Solutions Q4 FY9/24 Earnings Review

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Applied Materials Q4 F12/24

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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,