EBITDA Analysis: Evaluating Lam Research Corporation Against NetApp, Inc.

A Decade of EBITDA Growth: Lam Research vs. NetApp

In the ever-evolving landscape of technology, financial performance is a key indicator of a company's resilience and adaptability. Over the past decade, Lam Research Corporation and NetApp, Inc. have showcased contrasting EBITDA trajectories. From 2014 to 2024, Lam Research's EBITDA surged by approximately 500%, peaking in 2022. This growth reflects its strategic investments and market expansion. In contrast, NetApp's EBITDA exhibited a steadier, more modest increase of around 42% over the same period, highlighting its consistent operational efficiency.

Key Insights

• Lam Research: Witnessed a remarkable rise, with EBITDA growing from under $1 billion in 2014 to nearly $5.7 billion in 2022, before a slight dip in 2023.
• NetApp: Maintained a stable growth pattern, with EBITDA increasing from $1.1 billion in 2014 to $1.6 billion in 2024.

These trends underscore the dynamic nature of the tech industry and the diverse strategies companies employ to thrive.