AMAT · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

APPLIED MATERIALS INC /DE · 2026-08-20 · Importance 59 · Surprise 48 · No source text

Nine-month revenue increased 11.4% year over year to $24.037 billion from $21.568 billion, while third-quarter revenue increased 24.8% to $9.115 billion from $7.302 billion. Semiconductor Systems revenue rose to $18.146 billion for the first nine months and $7.040 billion for the third quarter, driven by stronger leading-edge foundry and logic spending and higher DRAM technology-transition investment. Applied Global Services revenue increased to $5.005 billion for the first nine months and $1.781 billion for the third quarter, primarily from higher long-term service agreement revenue and customer spending on spares. Nine-month trailing-edge logic demand partially offset growth in foundry, logic, and memory markets.

Key facts

• Total revenue for the three months ended July 26, 2026: $9,115 million. source
• Total revenue for the nine months ended July 26, 2026: $24,037 million. source
• Semiconductor Systems revenue for the three months ended July 26, 2026: $7,040 million. source
• Semiconductor Systems revenue for the nine months ended July 26, 2026: $18,146 million. source

Impact estimates