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

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Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

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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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Micron Technology

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Up more than 2x since March, we believe Applied Materials stock could see significant downside. Applied Materials is a semiconductor fabrication equipment and display device manufacturer, whose stock trades at $86 currently and is, in fact, up 41% so far this year.

Time To Sell Applied Materials Stock?

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Applied Materials (AMAT) reported earnings 30 days ago. What's next for the stock?

Applied Materials (AMAT) Up 26.5% Since Last Earnings Report: Can It Continue?

Seeking Alpha Transcripts | Technology Applied Materials, Inc. (AMAT) Presents at Barclays Global Technology, Media and Telecommunications Broker Conference Call - (Transcript) Dec. 10, 2020 3:33 PM ET | | About: Applied Materials, Inc. (AMAT) by: SA Transcripts Subscribers Only Earning Call Audio Applied Materials, Inc. (NASDAQ:AMAT) Barclays Global Technology, Media and Telecommunications Conference December 10, 2020 11:00 AM ET Company Participants Daniel Durn - SVP & CFO Conference Call Participants

Applied Materials, Inc. (AMAT) Presents at Barclays Global Technology, Media and Telecommunications Broker Conference Call - (Transcript)

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Semiconductor trends are considered to be leading indicators of technology and broader electronics demand.

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SANTA CLARA, Calif., Dec. 10, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of its 2020 Supplier Excellence Awards for contributions made to Applied's business over the past year. The awards reflect outstanding technical and operational performance in several areas including quality, service, lead time, delivery, cost and responsiveness.

Applied Materials Announces 2020 Supplier Excellence Awards

SANTA CLARA, Calif., Dec. 08, 2020 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced Rani Borkar will join its Board of Directors effective Dec. 14. Ms. Borkar brings decades of expertise in semiconductor design and computing systems development to Applied and will serve on the Board's Strategy and Investment Committee.

Applied Materials Appoints Rani Borkar to Board of Directors

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In search of value opportunities, investors may want to consider the following stocks since their share prices are trading at a discount to the intrinsic value calculated by GuruFocus' earnings-based discounted cash flow calculator.

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ATHENS, Greece and SAN JOSE, Calif., Dec. 08, 2020 (GLOBE NEWSWIRE) -- Think Silicon S.A., the leading provider of ultra-low power GPU IP for embedded systems, today announced it is shipping its updated NEMA® pico XS and NEMA pico XL Multi-Core GPU IP-Series to customers. The series offers architectural innovation that brings performance graphics rendering to the smallest and most power-conservative embedded display devices. Additionally, customers have the benefit of implementing multicore configurations, vector graphics and video overlay functionality. Think Silicon offers a full complement of NEMA pico GPU IP to meet the needs of the growing embedded graphics market. Embedded systems customers now have access to the most flexible, versatile, high-performance and ultra-low power GPU platform in the market designed for a wide variety of devices from MCUs (microcontroller unit) to crossover processor SoCs (System-on-a-Chip).

Think Silicon Announces a New Scalable Multi-Core GPU Product Suite with Extended Graphics and Video Functionality

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A perfect combination of factors bolstered these wide-moat stocks.

Why Applied Materials, Lam Research, and ASML Holdings Rocketed as Much as 39.3% in November

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Applied Materials, Inc. (AMAT) Presents at Wells Fargo TMT Broker Conference Call - (Transcript)

Applied Materials' (AMAT) Management Presents at Wells Fargo TMT Summit (Transcript)

Applied Materials, Inc. (AMAT) Presents at Nasdaq Virtual Investor Conference (Transcript)

Applied Materials stock hit a record high of $84.63 on December 1. Fiscal Q4 revenue was up 25% y/y.

Why Applied Materials Could Rally Further

Is Major Semiconductor Short Interest Signaling More Record Market Highs?

Applied Materials sees its Relative Strength Rating hit the 80-plus level. The post Applied Materials Hits 80-Plus Relative Strength Rating Benchmark appeared first on Investor's Business Daily.

Applied Materials Hits 80-Plus Relative Strength Rating Benchmark

This fast-growing company is trading at a reasonable valuation and has more upside to offer.

Buy This Growth Stock Before It Becomes More Expensive

Applied Materials (AMAT) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

How Applied Materials (AMAT) Stock Stands Out in a Strong Industry

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"This is one of those bull markets that works, regardless of how long it takes for us to roll out a Covid vaccine," the "Mad Money" host said.

Semiconductor equipment stocks could have a lot more upside, Jim Cramer says

The memory chip industry should recover from a two-year period of excessive supply and inventory overhang. DRAM capex will grow 15%, and NAND capex will grow 10% in 2021.

Lam Research And Applied Materials: Playing The Memory Cycle

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Seth Klarman (Trades, Portfolio), manager of The Baupost Group, has revealed his portfolio for the third quarter. The portfolio saw the addition of many new holdings, including Pershing Square Tontine Holdings Ltd.

Seth Klarman's Top 5 Buys of the Third Quarter

The stock price of Applied Materials, Inc. (NASDAQ: AMAT) has received several price target increases recently. These are the details.

AMAT Stock Price: $88 Target By JPMorgan

When Applied Materials Inc. (NASDAQ: AMAT) reported its most recent quarterly results after the markets closed on Thursday, the firm said that it had $1.25 in earnings per share (EPS) and $4.69 billion in revenue.

News for Applied Materials Stock (AMAT)