AMAT · News · 20261019N

Research and Development Expense

APPLIED MATERIALS INC /DE · 2026-10-19 · Importance 37 · Surprise 6 · In source text

Applied Materials reported $1.10 billion of research, development and engineering expense in its July quarter. R&D represented 12.1% of the company’s $9.115 billion quarterly revenue, exceeding the materiality threshold and indicating a substantial innovation investment. Reported operating income was $3.075 billion after the R&D expense.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-12.1%Applied Materials reported $1.10 billion of research, development and engineering expense in its July quarter.
net_incomenegativerealized—Applied Materials reported $1.10 billion of research, development and engineering expense in its July quarter.