AMAT · Full Picture

APPLIED MATERIALS INC /DE — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 45
    1 forward row(s); quote_verified
    KLA declared a quarterly cash dividend of US$0.23 per share and provided guidance for the September 2026 quarter projecting US$4.0 billion in revenue and US$1.14 GAAP diluted EPS.
  2. Market Demand Trends · Demand, orders & backlogPriority 39
    1 forward row(s); quote_verified
    Terafab is expected to cost up to $119 billion and target 1 terawatt of annual AI compute capacity, double the current U.S. output.
  3. Export Controls / Regulatory Risk · Export controls & sanctionsPriority 36
    quote_verified
    GlobalFoundries highlighted a $300 million award from the U.S. Department of Commerce for silicon photonics leadership.
  4. Product Launch and Transition · Products & launchesPriority 35
    quote_verified
    SK hynix and Sandisk plan to introduce tenth-generation, 375-layer 4D NAND technology to begin mass production of high-performance enterprise SSDs next year.
  5. Competition and Market Share · Competition & market sharePriority 32
    quote_verified
    Lam Research reported revenue up 30% year-over-year and adjusted EPS exceeding expectations for the quarter referenced.

Threads by pillar

Revenue & Demand Priority 42 · 2 threads

Legal, Regulatory & Policy Priority 36 · 1 thread

Guidance & Outlook Priority 45 · 1 thread

Macro & Market Conditions Priority 32 · 1 thread