AMAT · News · 20260817N

Revenue Performance and Mix

APPLIED MATERIALS INC /DE · 2026-08-17 · Importance 75 · Surprise 48 · No source text

Applied Materials reported $9.12 billion of record third-quarter revenue, including a $1.813 billion year-over-year increase. Foundry-logic contributed approximately 48% of the year-over-year revenue growth, while DRAM contributed approximately 33%. July revenue increased by $1.205 billion, and management’s October outlook calls for approximately $1.135 billion of additional revenue. Non-GAAP gross margin was 50.4% in July, with October guidance also targeting approximately 50.4%.

Key facts

• Applied Materials reported record Q3 revenue of $9.12 billion. source
• Applied Materials added $1,205M in revenue in July. source
• Applied grew revenue $1,813M year over year. source
• About 48% of Applied's $1,813M year-over-year revenue growth came from foundry-logic. source
• About 33% of Applied's $1,813M year-over-year revenue growth came from DRAM. source
• Applied came in at 50.4% non-GAAP gross margin in July. source

Impact estimates