AMAT · News · 20261022N
Segment Revenue Performance
APPLIED MATERIALS INC /DE · 2026-10-22 · Importance 55 · Surprise 48 · No source text
Applied Materials’ Semiconductor Systems segment generated $7.04 billion in fiscal third-quarter 2026 revenue. Segment revenue increased approximately 27% year over year. Growth was supported by demand for advanced logic, DRAM and advanced packaging equipment for AI infrastructure, including Centris Spectral SiN ALD, Centura Prime epitaxy and Producer Avila 2 PECVD systems.
Key facts
- In the third quarter of fiscal 2026, Applied Materials' Semiconductor Systems generated revenues of $7.04 billion, up approximately 27% year over year. source
- Applied Materials will hold its fourth quarter and fiscal 2026 earnings conference call on Thursday, Nov. 12, 2026, at 4:30 p.m. ET / 1:30 p.m. PT. source
- A replay of Applied Materials' fourth quarter and fiscal 2026 earnings conference call will be available on the same day by 8:00 p.m. ET / 5:00 p.m. PT. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +16.4% | In the third quarter of fiscal 2026, Applied Materials' Semiconductor Systems generated revenues of $7.04 billion, up approximately 27%… |