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Lam Research reported revenue of USD 8.22 billion for the quarter ended September 27, 2026, compared with USD 6.72 billion for the preceding June quarter. The sequential increase was 22%.
Lumentum entered an agreement on November 2, 2026, under which Marvell Technology would acquire the optical and photonics company in an all-stock transaction. The companies agreed that Lumentum shareholders would receive 4.500 Marvell shares for each Lumentum share.
The company supplies photonics technologies to communications, data-centre and industrial markets. Its September-quarter results brought revenue to USD 2.37 billion, up from USD 1.58 billion in the comparable period. That represented almost 50% year-on-year growth, while sequential growth reached approximately 16%.
Revenue for the fiscal 2027 first quarter rose 30% to USD 19.3 billion. Cloud revenue grew 62% to USD 11.6 billion, with infrastructure services contributing USD 7.4 billion. Cloud applications generated USD 4.2 billion and increased 10%.
The company generated USD 4.14 billion in revenue during the three months ended September 30, 2026. That exceeded the midpoint of its USD 4.0 billion guidance range, which carried a USD 200 million variation on either side.
Revenue for the third quarter of 2026 totalled approximately USD 2.185 billion, compared with USD 1.405 billion in the same period of 2025. Net income reached USD 1.439 billion, up from USD 836 million.
The company reported USD 4.2 billion in revenue for the first quarter of fiscal 2027, a period that ended October 2, 2026. ItsGAAPgross margin reached 57.3% and non-GAAP gross margin reached 57.8%.
Third-quarter 2026 revenue was USD 6.055 billion, compared with USD 4.742 billion a year earlier. Quarterly revenue increased 11% sequentially and 28% year-on-year.
Third-quarter 2026 revenue reached USD 13.377 billion, compared with USD 9.246 billion a year earlier. AMD recordedGAAPgrossMarginof 54%,Operating Incomeof USD 2.832 billion andNet Incomeof USD 2.428 billion. Diluted GAAPEarnings Per Sharecame to USD 1.46. The results covered a period in whichData Centersales substantially outpaced …
Micron’s quarter ended September 3, 2026, with revenue of USD 54.23 billion, exceeding the prior quarter’s USD 41.46 billion and the USD 11.32 billion reported in the same quarter a year earlier. GAAP net income came to USD 37.70 billion, or USD 32.87 per …
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