Professional EBITDA Benchmarking: International Business Machines Corporation vs Lam Research Corporation

Professional EBITDA Benchmarking: IBM vs. Lam Research

In the ever-evolving landscape of technology, the financial health of industry giants like International Business Machines Corporation (IBM) and Lam Research Corporation is pivotal. Over the past decade, IBM's EBITDA has seen a significant decline, dropping from a peak in 2014 to nearly half by 2024. This represents a decrease of approximately 75%, highlighting the challenges faced by the company in adapting to new market dynamics.

Conversely, Lam Research has demonstrated a robust growth trajectory, with its EBITDA increasing nearly sixfold from 2014 to 2023. This growth underscores Lam's strategic positioning in the semiconductor industry, capitalizing on the surge in demand for advanced chip manufacturing technologies.

The contrasting EBITDA trends of these two companies offer a compelling narrative of adaptation and resilience in the face of technological advancements and market shifts. As we look to the future, these insights provide a valuable lens through which to assess the evolving tech landscape.