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

Earnings data Q2 2024

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.

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

The chip equipment maker reported adjusted earnings of $2.13 a share for the January quarter.

Applied Materials Stock Jumps on Strong Earnings Beat

Applied Materials easily beat Wall Street's targets for its fiscal first quarter and guided higher than estimates for the current period.

Applied Materials Stock Surges After Beat-And-Raise Earnings Report

Semiconductor equipment supplier Applied Materials forecast second-quarter revenue above Wall Street estimates on Thursday, on strong demand for AI chips and a recovery in the personal computer market, sending its shares up 8% in extended trading.

Applied Materials sees quarterly revenue above estimates on AI boom

SANTA CLARA, Calif., Feb. 15, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its first quarter ended Jan. 28, 2024.

Applied Materials Announces First Quarter 2024 Results

Microchip Technology

ON Semiconductor

The global semiconductor market will reach $613 billion in 2024, according to Statista. This makes it a great time for investors to consider the best semiconductor stocks to buy.

3 No-Brainer Semiconductor Stocks to Turn $10,000 Into $100,000 by 2028

Applied Materials' (AMAT) first-quarter fiscal 2024 earnings are likely to reflect strength across AGS, and Display and Adjacent Markets segments.

Applied Materials (AMAT) to Post Q1 Earnings: What's in Store?

Get a deeper insight into the potential performance of Applied Materials (AMAT) for the quarter ended January 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Gear Up for Applied Materials (AMAT) Q1 Earnings: Wall Street Estimates for Key Metrics

Advanced Micro Devices

Broadcom

AMD could take away market share from Nvidia in the AI chip market. Applied Materials is a great "picks-and-shovels" stock to profit from the AI-fueled semiconductor boom.

Artificial Intelligence (AI) Could Make Semiconductors a $1 Trillion Market by 2030: Here Are 3 Top Stocks to Buy Now

C3.ai

Super Micro Computer

The Biden Administration announced billions in CHIPS Act subsidies, likely boosting future sales of chipmaking equipment. But OpenAI's Sam Altman one-upped the government, as he's looking to raise trillions for his global AI chip venture.

Why Super Micro Computer, Applied Materials, and C3.ai Rallied Today

SANTA CLARA, Calif., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of Supplier Excellence Awards for contributions made to Applied's business over the past year. The awards reflect outstanding technical and operational performance in areas including quality, service, lead time, delivery, cost and responsiveness.

Applied Materials Announces Supplier Excellence Awards

Applied Materials (AMAT) concluded the recent trading session at $171.09, signifying a +1.73% move from its prior day's close.

Why the Market Dipped But Applied Materials (AMAT) Gained Today

SANTA CLARA, Calif., Feb. 02, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will hold a webcast to discuss its first quarter of fiscal 2024 financial results on Thursday, Feb. 15, 2024 at 4:30 p.m. ET / 1:30 p.m. PT.

Applied Materials Announces Q1 FY2024 Earnings Webcast

ASML Hld

Texas Instruments

As the engine of artificial intelligence ( AI ) models and applications, stocks of microchip and semiconductor companies remain red hot. The iShares Semiconductor ETF (NASDAQ: SOXX ) has risen 45% in the last 12 months, including a 6% increase this year.

3 Under-the-Radar Chip Stocks Worth Buying in 2024

Micron Technology

NVIDIA

QUALCOMM

Taiwan Semiconductor Manufacturing

There are multiple reasons that investors should be highly interested in some appealing chip stocks at the moment. Several factors suggest that the semiconductor industry is poised to skyrocket in 2024.

The 7 Most Appealing Chip Stocks to Consider Now

We believe the recent surge in China revenues is temporary, due to pent-up demand. With ongoing investigations on Applied Materials for potential avoidance of US export regulations to China, we believe future China growth will be muted. Instead, we believe its US and Europe markets, which are quickly becoming its two most important markets, can help drive its growth going forward.

Applied Materials: High Growth In U.S. And Europe Markets

Allegro MicroSystems

Cirrus Logic

Enphase Energy

Entegris

Fabrinet

First Solar

Intel

KLA-Tencor

Lattice Semiconductor

MKS Instruments

Rambus

TE Connectivity PLC

Veeco Instruments

When thinking about an industry group in the stock market, you can look ahead at sales and profit estimates, or you can look back to see which companies have been faring best by common measures.

15 semiconductor companies that have followed Nvidia's lead by showing pricing power and improved efficiency

State-of-the-art toolset will bridge academic innovations and industry pathways to scale for semiconductors, microelectronics and other critical technologies State-of-the-art toolset will bridge academic innovations and industry pathways to scale for semiconductors, microelectronics and other critical technologies

MIT, Applied Materials and the Northeast Microelectronics Coalition Hub to Bring 200mm Advanced Research Capabilities to MIT.nano

The latest trading day saw Applied Materials (AMAT) settling at $168.48, representing a +0.95% change from its previous close.

Applied Materials (AMAT) Exceeds Market Returns: Some Facts to Consider

United Microelectronics

Semiconductor equipment revenues decreased less than expected in 2023, as a memory downturn pushed 2022 sales into 2023. Imports of equipment used in chip production in China surged by 14% in 2023, reaching nearly $40 billion, pulling in sales from 2024. I estimate the semiconductor equipment market will increase 1% in 2024. Growth will be negative in the first half followed by an uptick in second half.

Semiconductor Equipment Downturn Will Continue Through H1 2024

Analog Devices

Alphabet

Lam Research

Microsoft

Palantir Technologies

Taiwan Semiconductor Manufacturing Co. Ltd. NYSE: TSM stock gapped up nearly 10% on January 18 after trouncing earnings and sales views.

AI growth propels semiconductor stocks to new highs

Applied Materials is a leader in materials engineering solutions for chip and display production. The demand for advanced chips is driving the company's growth. The semiconductor industry is in a down cycle, but experts expect the industry to rebound in 2025.

Buy Applied Materials And Take Advantage Of The Coming Semiconductor Industry Boom

London's New Street Research upgraded AMD stock last night. But more than just AMD, New Street thinks "all names in the data center AI chip sector" could be winners in 2024.

Why AMD, Applied Materials, and Super Micro Computer Popped Wednesday

Semiconductor stocks have been on a tear in the last year, and that momentum is set to continue in 2024. The burgeoning semiconductor industry stands at the forefront of technological innovation.

3 Semiconductor Stocks to Turn $200,000 Into $1 Million: January 2024

Applied Materials (AMAT) reachead $167.05 at the closing of the latest trading day, reflecting a -0.74% change compared to its last close.

Applied Materials (AMAT) Stock Slides as Market Rises: Facts to Know Before You Trade

AutoZone

Fastenal

O'Reilly Automotive

Western Digital

The S&P 500 hit an all-time high on Friday. Since October 2022, the S&P 500 has been in a bull market phase.

News for Applied Materials Stock (AMAT)