AMAT · Technology
APPLIED MATERIALS INC /DE
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Applied Global Services GrowthImportance 60 · Surprise 40Applied Global Services represents about 20% of Applied Materials’ total revenue. The business provides semiconductor-equipment servicing and generates a more stable revenue stream than the cyclical…
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42SKC will raise its ownership of Absolics, its semiconductor glass-substrate subsidiary, to 82.37% through an additional 92.1 billion won rights-offering investment. Applied Materials left its allocated shares…
- Market Demand TrendsImportance 17 · Surprise 24BofA reportedly raised its forecasts for semiconductor-equipment spending as AI-related demand accelerates. The cited demand drivers include AI, memory, and advanced packaging applications. Applied Materials is…
News · 2026-09-22
- Guidance / OutlookImportance 94 · Surprise 100Third-party reporting said Applied Materials’ fourth-quarter guidance implies 51% year-over-year growth. The report also expects operating margin to increase 640 basis points year over year in the fourth quarter,…
- Domestic Manufacturing InvestmentImportance 58 · Surprise 42Applied Materials plans to invest $5 billion in India over the next decade. The program will expand the company’s research, supply-chain, and workforce capabilities in India. The investment is intended to support…
- India Manufacturing ExpansionImportance 58 · Surprise 42Applied Materials plans to invest $5 billion in India over the next decade to expand research, supply-chain, and workforce capabilities. The initiative supports India’s objective of becoming a major semiconductor…
- Revenue Performance and MixImportance 53 · Surprise 48Applied Materials’ third-quarter revenue increased 25% year over year, reflecting accelerating demand for semiconductor manufacturing equipment tied to artificial intelligence. The reported growth indicates a material…
- Gross Margin DriversImportance 25 · Surprise 32Applied Materials’ third-quarter gross margin expanded by 150 basis points year over year. The margin improvement was attributed to strong AI-related demand and continued cost control. The digest did not disclose the…
News · 2026-09-17
- Domestic Manufacturing InvestmentImportance 64 · Surprise 42Applied Materials plans to invest $5 billion in India through 2035, covering semiconductor research, equipment development, supply-chain expansion, and workforce development. The company intends to establish a 140-acre…
News · 2026-09-15
- Applied Global Services GrowthImportance 44 · Surprise 24Applied Materials’ Applied Global Services (AGS) revenue reached a record $1.78 billion. The revenue level exceeds the $273 million materiality threshold. Growth was attributed to customer demand for semiconductor-fab…
News · 2026-09-14
- Market Demand TrendsImportance 20 · Surprise 24CEOs of Anthropic, OpenAI, and SpaceX called for a slower pace of AI model development because of safety concerns on September 14, 2026. The warning raised concerns that a pause in AI deployments could reduce…
News · 2026-09-13
- Guidance / OutlookImportance 100 · Surprise 100Applied Materials expects fiscal fourth-quarter revenue of $10.25 billion at the midpoint. The guidance range is plus or minus $500 million, implying approximately $9.75 billion to $10.75 billion of revenue. The…
- AI Materials FoundryImportance 31 · Surprise 42Applied Materials is using artificial intelligence to accelerate discovery of semiconductor materials as conventional chip miniaturization approaches technical limits. The initiative is intended to address…
- AI Materials DiscoveryImportance 31 · Surprise 42Applied Materials is using artificial intelligence to accelerate discovery of new materials for the semiconductor industry. The initiative responds to limits in traditional semiconductor miniaturization methods. The…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Applied Materials declared a quarterly cash dividend of $0.53 per share. The dividend declaration occurred despite a recent share-price pullback. The $0.53-per-share payment represents a recurring cash distribution to…
News · 2026-09-11
- Revenue Performance and MixImportance 59 · Surprise 48Applied Materials delivered 25% year-over-year revenue growth in its latest quarter, according to Seeking Alpha. The report identifies the growth rate but does not provide quarterly revenue dollars or segment-level…
- Operating Income and MarginsImportance 9 · Surprise 6Applied Materials reported a 34% trailing-twelve-month EBITDA margin in the cited analysis. The article does not disclose operating income, operating margin, or a year-over-year margin comparison. The 34% EBITDA margin…
- Free Cash Flow TrendsImportance 9 · Surprise 6Applied Materials generated a 23% trailing-twelve-month unlevered pretax free-cash-flow margin, according to the report. The cited analysis does not provide free cash flow dollars, quarterly cash flow, or…
News · 2026-09-10
- Guidance / OutlookImportance 95 · Surprise 92Applied Materials is approaching nearly 40% revenue growth for 2026, according to recent company communications. CEO Gary Dickerson said artificial-intelligence and data-center computing demand is strengthening the…
- Market Demand TrendsImportance 76 · Surprise 56Applied Materials reported strengthening demand for semiconductor equipment tied to artificial intelligence and data-center computing. CEO Gary Dickerson said the company is approaching nearly 40% revenue growth in…
- Quarterly Dividend DeclarationImportance 23 · Surprise 22Applied Materials’ Board approved a quarterly cash dividend of $0.53 per share. The dividend is payable on December 10, 2026, to shareholders of record on November 19, 2026. The company has increased its dividend for…
News · 2026-09-09
- Market Demand TrendsImportance 17 · Surprise 24Applied Materials CEO Gary Dickerson said company growth is primarily driven by increasing demand for AI compute. The commentary links AI infrastructure expansion to semiconductor-industry demand for Applied Materials’…
- AI Infrastructure InvestmentImportance 17 · Surprise 24On September 9, 2026, Applied Materials CEO Gary Dickerson said the company’s growth is primarily driven by rising demand for AI compute. The comment links semiconductor-fabrication investment and Applied Materials’…
News · 2026-09-08
- Guidance / OutlookImportance 34 · Surprise 42Applied Materials said artificial-intelligence investment is driving higher customer forecasts for semiconductor-equipment demand, according to CFO Brice Hill at Citi’s 2026 Global TMT Conference. Third-party reporting…
- Manufacturing Capacity ExpansionImportance 34 · Surprise 42Applied Materials is expanding manufacturing capacity to address expected demand from AI infrastructure and new semiconductor-fab construction. The capacity buildout is intended to support future deliveries across…
News · 2026-09-07
- Market Demand TrendsImportance 20 · Surprise 24Applied Materials reported continued strength in semiconductor-equipment demand as artificial-intelligence investment is pushing customer forecasts higher. Demand is concentrated in foundry logic, DRAM and advanced…
News · 2026-09-03
- Market Demand TrendsImportance 20 · Surprise 24Applied Materials reported continued strength in semiconductor-equipment demand as artificial-intelligence investment is pushing customer forecasts higher. Demand is concentrated in foundry logic, DRAM and advanced…
News · 2026-09-02
- Guidance / OutlookImportance 34 · Surprise 42Applied Materials said artificial-intelligence investment is driving higher customer forecasts for semiconductor-equipment demand, according to CFO Brice Hill at Citi’s 2026 Global TMT Conference. Third-party reporting…
- Capital Return ProgramImportance 20 · Surprise 24Applied Materials has repurchased nearly $50 billion of its stock since beginning its buyback program in 1996. The company’s buyback activity has often exceeded its free cash flow, indicating a substantial…
- Market Demand TrendsImportance 20 · Surprise 24Applied Materials reported continued strength in semiconductor-equipment demand as artificial-intelligence investment is pushing customer forecasts higher. Demand is concentrated in foundry logic, DRAM and advanced…
News · 2026-08-27
- Market Demand TrendsImportance 31 · Surprise 42Applied Materials CEO Gary Dickerson characterized artificial intelligence as driving the semiconductor industry’s most consequential growth inflection. Demand is increasing for new computing architectures, memory…
- AI Infrastructure InvestmentImportance 31 · Surprise 42Applied Materials President and CEO Gary Dickerson said artificial intelligence is driving the semiconductor industry’s most consequential growth inflection. He linked AI investment to demand for new computing…
- Competition and Market ShareImportance 17 · Surprise 24KLA is benefiting from AI and high-performance-computing demand in advanced packaging, with expected 2026 revenue of $1.1 billion for that business. The report identifies Onto Innovation and Applied Materials as…
News · 2026-08-26
- Guidance / OutlookImportance 61 · Surprise 76Applied Materials exceeded its latest quarterly earnings expectations and reported double-digit revenue growth. The company provided strong guidance for the fourth quarter of fiscal 2026, including estimated earnings…
- Applied Global Services GrowthImportance 47 · Surprise 48Applied Global Services (AGS) reported record revenue and strong gross and operating margins in the third quarter of fiscal 2026. Management expects AGS revenue to grow more than 20% in calendar 2026, exceeding the…
- Export Controls / Regulatory RiskImportance 38 · Surprise 24Third-party reporting identified worsening conditions for Applied Materials in China, including potential exposure involving CXMT and Chinese DUV equipment. The article stated that $2.087 billion of quarterly China…
News · 2026-08-25
- Strategic InitiativesImportance 31 · Surprise 42Applied Materials appointed Faran Nouri as global head of Applied Ventures, its corporate venture-capital arm, on August 25, 2026. Nouri will lead investment strategy and the portfolio, targeting technologies that…
News · 2026-08-24
- Revenue Performance and MixImportance 59 · Surprise 48Applied Materials reported record fiscal third-quarter revenue of $9.12 billion. Revenue increased 25% year over year, representing growth of approximately $1.82 billion from the prior-year quarter. The reported…
- Guidance / OutlookImportance 47 · Surprise 60Applied Materials reported strong fourth-quarter guidance, with third-party reporting attributing the outlook to AI-related semiconductor-equipment demand. The company is described as forecasting significant…
- Gross Margin DriversImportance 37 · Surprise 42The reported outlook indicates a flat gross-margin forecast despite strong AI-driven demand. Expansion costs were identified as a near-term source of margin pressure. Capital expenditures associated with expansion may…
- Market Demand TrendsImportance 20 · Surprise 24Third-party coverage describes sustained AI-driven demand for semiconductor manufacturing equipment, particularly tools supporting advanced packaging. Analysts characterize the AI equipment cycle as a key growth driver…
News · 2026-08-23
- Revenue Performance and MixImportance 59 · Surprise 48Applied Materials reported record fiscal third-quarter revenue of $9.12 billion. Revenue increased 25% year over year, representing growth of approximately $1.82 billion from the prior-year quarter. The reported…
- Gross Margin DriversImportance 37 · Surprise 42The reported outlook indicates a flat gross-margin forecast despite strong AI-driven demand. Expansion costs were identified as a near-term source of margin pressure. Capital expenditures associated with expansion may…
- Export Controls / Regulatory RiskImportance 37 · Surprise 42U.S. export controls are contributing to a decline in Applied Materials’ China revenue, according to third-party reporting. The restrictions create geopolitical and regulatory exposure for the company’s…
- Market Demand TrendsImportance 20 · Surprise 24Third-party coverage describes sustained AI-driven demand for semiconductor manufacturing equipment, particularly tools supporting advanced packaging. Analysts characterize the AI equipment cycle as a key growth driver…
News · 2026-08-22
- Revenue Performance and MixImportance 65 · Surprise 48Applied Materials’ fiscal Q3 revenue increased 25% year over year. The company exceeded earnings expectations as strong AI infrastructure demand supported results. Demand was associated with wafer fabrication equipment…
- Market Demand TrendsImportance 65 · Surprise 48Applied Materials’ fiscal Q3 results were supported by strong AI infrastructure demand, with reported revenue increasing 25% year over year. Third-party commentary identifies leading-edge foundry logic, DRAM, and…
News · 2026-08-21
- Revenue Performance and MixImportance 65 · Surprise 48Applied Materials’ fiscal Q3 revenue increased 25% year over year. The company exceeded earnings expectations as strong AI infrastructure demand supported results. Demand was associated with wafer fabrication equipment…
- Market Demand TrendsImportance 65 · Surprise 48Applied Materials’ fiscal Q3 results were supported by strong AI infrastructure demand, with reported revenue increasing 25% year over year. Third-party commentary identifies leading-edge foundry logic, DRAM, and…
10-Q · 2026-08-20
- Liquidity and Debt PositionImportance 47 · Surprise 22Cash, cash equivalents, and investments totaled $14.501 billion as of July 26, 2026, up from $12.900 billion at October 26, 2025. Nine-month operating cash flow increased to $5.568 billion from $5.130 billion,…
- Geographic Market CommentaryImportance 42 · Surprise 14Asia Pacific remained Applied Materials’ dominant customer region, accounting for $20.0 billion of the first nine months of fiscal 2026 revenue versus $18.4 billion in the prior-year period. Taiwan revenue rose to $5.9…
- Export Controls SettlementImportance 41 · Surprise 60Applied Materials recorded a $253 million charge in the first nine months of fiscal 2026 for a settlement resolving a previously disclosed export-controls compliance matter. The charge reduced Semiconductor Systems’…
- Export Controls / Regulatory RiskImportance 40 · Surprise 42U.S. export regulations have restricted Applied Materials’ ability to provide certain semiconductor products and services to customers in China for several years. The U.S. government continues to impose new export…
- OECD Global Minimum TaxImportance 40 · Surprise 42Countries where Applied Materials operates have enacted or are planning tax laws implementing the OECD Base Erosion and Profit Shifting global minimum-tax regime. The rules began taking effect in fiscal 2025, and the…
- Capital Expenditures ProgramImportance 37 · Surprise 6Capital expenditures totaled $2.0 billion in the first nine months of fiscal 2026. Capital expenditures represented approximately 8.3% of nine-month revenue of $24.037 billion. Cash used in investing activities was…
- Headcount / RestructuringImportance 28 · Surprise 42Applied Materials recognized $12 million of restructuring charges in the first nine months of fiscal 2026. The charges consisted primarily of severance and other employment-termination benefits under the approved…
- Market Demand TrendsImportance 23 · Surprise 24Applied Materials’ demand is driven by semiconductor customers’ capital-equipment and service spending in response to worldwide semiconductor demand, technology transitions and production-volume changes. Foundry and…
- Products and TechnologyImportance 23 · Surprise 24The Semiconductor Systems portfolio addresses patterning, transistor, interconnect, process-control and packaging challenges for smaller dimensions, more complex chip architectures and new materials. Applied Materials…
- Supply Chain CommitmentsImportance 13 · Surprise 6Applied Materials’ customer shipments and installations depend partly on customer facility readiness and the timing of equipment installation at customer sites. The company’s equipment and service offerings require…
- Distribution ChannelsImportance 10 · Surprise 6Applied Materials sells its highly technical equipment and service portfolio primarily through a direct sales force rather than an indirect distribution model. The company collaborates closely with global semiconductor…