Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research, development and engineering

Marketing and selling

General and administrative

Severance and related charges

Deal termination fee

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Applied Materials

Applied Materials, Inc. provides manufacturing equipment, services and software to the semiconductor, display and related industries. It operates through the following segments: Semiconductor Systems, Applied Global Services, and Display & Adjacent Markets. The Semiconductor Systems segment includes semiconductor capital equipment for etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The Applied Global Services segment provides solutions to optimize equipment, performance, and productivity. The Display & Adjacent Markets segment offers products for manufacturing liquid crystal displays, organic light-emitting diodes, equipment upgrades, and other display technologies for TVs, monitors, laptops, personal computers, smart phones, and other consumer-oriented devices. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Applied Materials (AMAT) reports resilient Q1 performance and growth opportunities

Applied Materials (AMAT) showcases strong Q1 performance and resilience in business despite challenges. The company's focus on ICAPS strength, backlog growth, and market positioning bode well for future revenue growth and opportunities in key technology areas.

Applied Materials excels in Q2, eyes China growth opportunities

Applied Materials delivered strong financial results in Q2 2023, with positive revenue and non-GAAP EPS growth. The company is strategically investing in materials engineering and service business growth, while also planning significant R&D collaboration investments. Despite industry challenges, Applied Materials remains optimistic about outperforming markets and capitalizing on growth opportunities.

Applied Materials excels in Q3, eyes growth in IoT and DRAM markets

Applied Materials reported strong financial performance in Q3, with a positive outlook for Q4. The company's focus on innovation, strategic relationships, and growth opportunities in key markets like DRAM and IoT positions it well for future success despite challenges in the semiconductor market.

Applied Materials reports record earnings, eyes growth in key segments

Applied Materials concluded fiscal 2023 with record earnings and revenue, poised for growth in semiconductor systems and services in 2024. The company's outlook includes strong demand in key segments, gradual gross margin improvements, and a focus on gaining market share in strategic areas.

Applied Materials exceeds Q1 expectations, anticipates strong growth in 2024

Applied Materials is poised for growth in 2024 with expectations of stronger foundry logic, stable ICAPS demand, growth in NAND revenues, and continued strength in DRAM business. The company's value creation strategy has led to record equipment sales and strong financial performance, maintaining a positive long-term perspective on the semiconductor industry's growth.

Applied Materials excels in Q2, eyes growth amid China challenges

Applied Materials showcased strong Q2 performance, driven by key innovations and collaborations in semiconductor industry. Despite challenges in China DRAM business and mixed ICAPS end markets, the company remains well-positioned to capitalize on technology trends and drive revenue growth. Opportunities lie in expanding wafer starts, gate-all-around nodes, and eBeam technology.

Applied Materials posts record Q3 revenues, eyes AI leadership

Applied Materials (AMAT) reported strong financial performance in Q3, driven by record revenues and operational excellence.
The company's focus on AI, data center computing, and energy-efficient compute performance positions it well for future growth.
Despite challenges in market trends and leadership transitions, Applied Materials remains committed to innovation and customer collaboration for sustained success.

Applied Materials reports record Q4 earnings, eyes growth opportunities

Applied Materials (AMAT) showcased robust financial performance, strategic strengths, and a focus on future growth areas.
While facing challenges in market dynamics and pricing strategies, the company remains well-positioned for continued success.
Overall, the earnings call highlighted a strong performance, operational excellence, and a positive outlook for fiscal 2025.

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Free cash flow

Is It Finally Time to Buy This Incredibly Cheap Semiconductor Stock Following Its Latest Crash?

Applied Materials' revenue grew 5% YoY to $7.05 billion, driven by Semiconductor Systems and Services, with improved gross margins due to better inventory management and value-based pricing. The company is in the third inning of implementing value-based pricing, enhancing operating margins, and exploring the Applied Global Services segment for predictable recurring revenue. Valuation metrics are in line with peers, with cyclicality evident in sales multiples and gross margins; AMAT projects significant growth in the semiconductor business by 2030.

Applied Materials' Blueprint For Margin Expansion And Long-Term Growth

NEW YORK CITY, NY / ACCESSWIRE / November 20, 2024 / Pomerantz LLP is investigating claims on behalf of investors of Applied Materials, Inc. ("Applied Materials" or the "Company") (NASDAQ:AMAT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Applied Materials, Inc. - AMAT

Stock Split Watch: Is Applied Materials Next?

SANTA CLARA, Calif. and SINGAPORE, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced plans to expand its global EPIC* innovation platform with a new collaboration model specifically designed to accelerate commercialization of advanced chip packaging technologies. To kick-off the initiative, Applied convened more than two dozen top R&D leaders from the semiconductor industry to encourage alliances between equipment makers, material providers, device companies and research institutes. The goal is to fast-track new technologies for the next generation of energy-efficient computing. Applied hosted the summit in Singapore, where the company has been collaborating on advanced packaging R&D with its customers and partners for over a decade.

Applied Materials Announces New Collaboration Model for Advanced Packaging at Summit on Energy-Efficient Computing

Evaluate Applied Materials' (AMAT) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Applied Materials (AMAT) Reliance on International Sales: What Investors Need to Know

Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know

The Applied Materials NASDAQ: AMAT market capitulated following the Q4 results and guidance, cratering in premarket action to gap lower and open near break-even for the year. The capitulation was caused by lackluster guidance, but the bar was high, and Applied Materials failed to impress.

Applied Materials Market Capitulates: Now is the Time to Buy

SANTA CLARA, Calif., Nov. 18, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in fireside chats at the following investor conferences:

Applied Materials to Participate in Upcoming Investor Conferences

I reiterate a 'Buy' rating on Applied Materials with a one-year target price of $225 per share, driven by strong growth in AI and energy-efficient computing markets. Applied Materials reported 4.8% revenue growth and 7.3% net income growth, with significant advancements in HBM, DRAM, and advanced packaging. The company is expected to double its advanced packaging business in the coming years, bolstered by leadership in micro-bump and through-silicon via technologies.

Applied Materials: Q4, Growing Advanced Packaging Business

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Applied Materials, Inc.'s stock is in a free-fall due to underwhelming earnings and guidance, breaking critical support levels and showing bearish technical indicators. Q4 earnings were slightly above expectations, but margins and revenue growth remain unimpressive, with no clear path to improvement. The company's focus on share buybacks is a positive, but demand and margin concerns persist.

Consider Selling Applied Materials As It Disappoints Again

Applied Materials, Inc. AMAT shares tanked in morning trading on Friday, even after the company reported upbeat fiscal fourth-quarter earnings.

Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline

Why Applied Materials Stock Is Sliding Today

Applied Materials' Q4 results reflect the benefits of strong performance across the Semiconductor and AGS business segments.

AMAT Q4 Earnings Beat: Will Dim Sales Guidance Pull the Stock Down?

Applied Materials, Inc. (NASDAQ:AMAT) stepped into and out of the earnings confessional after last night's close, where the semiconductor giant reported better-than-expected fiscal fourth-quarter results and a sunny outlook for adjusted earnings per share.

Applied Materials Stock Falls After Earnings

Applied Materials, Inc. AMAT reported better-than-expected fourth-quarter results after Thursday's closing bell.

These Analysts Slash Their Forecasts On Applied Materials Following Q4 Earnings

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U.S. stock futures were lower this morning, with the Dow futures falling more than 200 points on Friday.

Applied Materials Reports Q1 Results, Joins Oklo, AST SpaceMobile And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Applied Materials, Inc. (NASDAQ:AMAT ) Q4 2024 Earnings Conference Call November 14, 2024 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President & Chief Executive Officer Brice Hill - Chief Financial Officer Conference Call Participants Stacy Rasgon - Bernstein Research CJ Muse - Cantor Vivek Arya - Bank of America Atif Malik - Citigroup Toshiya Hari - Goldman Sachs Timothy Arcuri - UBS Krish Sankar - TD Cowen Harlan Sur - JPMorgan Joe Quatrochi - Wells Fargo Srini Pajjuri - Raymond James Brian Chin - Stifel Joseph Moore - Morgan Stanley Vijay Rakesh - Mizuho Operator Welcome to the Applied Materials Fourth Quarter Fiscal 2024 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode.

Applied Materials, Inc. (AMAT) Q4 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Applied Materials (AMAT) give a sense of how the business performed in the quarter ended October 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Applied Materials (AMAT) Reports Q4 Earnings: What Key Metrics Have to Say

Applied Materials forecasts revenue growth of between 8% and 12% across its core semiconductor-systems business and its applied global-services segment, respectively, but also a 28% drop in display revenue due to sales headwinds in China.

Applied Materials Offers Modest Sales Outlook on Slowdown of Chinese Market; Shares Fall

Applied Materials (AMAT) came out with quarterly earnings of $2.32 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $2.12 per share a year ago.

Applied Materials (AMAT) Tops Q4 Earnings and Revenue Estimates

Applied Materials (AMAT) reported fiscal fourth-quarter earnings that missed analysts' expectations, sending shares lower after the bell Thursday despite a revenue beat.

Applied Materials Stock Slides as Earnings Miss Expectations, China Sales Decline

Applied Materials forecast first-quarter revenue below Wall Street estimates on Thursday, a sign of sluggish demand for the chipmaking equipment outside of AI-powered chips, sending its shares down nearly 4% in extended trading.

Applied Materials forecasts quarterly revenue below estimates on weak demand

Applied Materials beat Wall Street's targets for its fiscal fourth quarter but offered mixed guidance for the current period. AMAT stock fell.

News for Applied Materials Stock (AMAT)