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

Applied Materials (AMAT) announces an extension of the partnership with CEA-Leti, benefiting the IoT, communications, automotive, power and sensors markets.

Applied Materials (AMAT) Extends Partnership With CEA-Leti

Based at CEA-Leti, Collaboration Focuses on Materials Engineering Solutions to Accelerate Semiconductor Device Development for Applied's ICAPS Customers Based at CEA-Leti, Collaboration Focuses on Materials Engineering Solutions to Accelerate Semiconductor Device Development for Applied's ICAPS Customers

Applied Materials and CEA-Leti Unveil Joint Lab For Rapidly Growing Specialty Chip Markets

ASML Hld

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Taiwan Semiconductor Manufacturing

There is a huge wave of investment in semiconductor equipment in the U.S. and Europe.

5 Stocks to Play the U.S.-China Chip War

The validation marks a significant step towards Applied's Net Zero 2040 Playbook – a collaborative approach to reducing the semiconductor industry's carbon emissions The validation marks a significant step towards Applied's Net Zero 2040 Playbook – a collaborative approach to reducing the semiconductor industry's carbon emissions

Applied Materials Receives SBTi Validation of its Science-based Scope 1, 2 and 3 Emissions Reductions Targets

Advanced Micro Devices

Amazon

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Gap Inc

Microsoft

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Third-quarter earnings season is drawing to a close as we come to the end of November. That means that analysts up and down Wall Street are revising their ratings and price targets on various stocks after the companies behind them either exceeded expectations or struck out with their Q3 financial results.

7 Top-Rated Blue-Chip Stocks That Analysts Are Loving Now

Applied Materials, Inc. (NASDAQ:AMAT ) Wells Fargo 7th annual TMT Summit Conference November 28, 2023 1:15 PM ET Company Participants Brice Hill - CFO Conference Call Participants Joe Quatrochi - Wells Fargo Joe Quatrochi First, I will go ahead and get started here. I am Joe Quatrochi, the Semi Cap Equipment Analyst for Wells Fargo.

Applied Materials, Inc. (AMAT) Presents at Wells Fargo 7th annual TMT Summit Conference (Transcript)

Applied Materials outperformed most of its peers in 2023, as management predicted it would. The automotive and industrial chip boom that Applied benefited from in the last year is coming to a temporary end, though.

1 Reason Applied Materials Stock Is No Longer A Buy -- and It's Not the Legal Investigation

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We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate a sustainable and repeatable options income strategy. In this monthly series, we present how to go about selecting the right kind of stocks for options income. We present two lists of 10 stocks with multiple scenarios: PUT options, CALL options, and deep-in-the-money CALL options.

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Enphase Energy

Nano Dimension

Nanotechnology stocks could be the next big trend in growth investing. This application of nanotech could profoundly impact many sectors of the economy, ranging from healthcare to manufacturing to space flight.

3 Nanotechnology Stocks With the Potential to Mint New Millionaires

Thanksgiving is upon us, and beyond food, family and football, the annual holiday also means plenty of shopping. Black Friday and Cyber Monday sales events officially kick off the holiday shopping season.

3 Compelling Stocks to Buy Ahead of Cyber Monday 2023

We are upgrading Applied Materials back to a buy. October quarter results and its January quarter outlook are consistent with the elevated and unsustainable spending by its Chinese customers. We are, however, less concerned about the high exposure to the Chinese domestic customers now as we expect leading edge WFE spend to rebound in 2024.

Applied Materials: Upgrading Back To Buy; Negatives Priced In, Positives In 2024

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP (“GPM”), a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Applied Materials, Inc. (“Applied Materials” or the “Company”) (NASDAQ: AMAT) investors concerning the Company's possible violations of the federal securities laws. If you suffered a loss on your Applied Materials investments or would like to inquire about potentially pursuing claims to recover your loss under.

Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces Investigation of Applied Materials, Inc. (AMAT) on Behalf of Investors

NEW YORK--(BUSINESS WIRE)---- $AMAT #classactionlawsuit--The law firm of Kirby McInerney LLP is investigating potential claims against Applied Materials, Inc. (“Applied Materials” or the “Company”) (NASDAQ: AMAT). The investigation concerns whether Applied Materials and/or certain of its officers have violated the federal securities laws and/or engaged in other unlawful business practices. On November 16, 2023, Reuters reported that “Semiconductor equipment maker Applied Materials is under U.S. criminal investigation for po.

Kirby McInerney LLP Announces Investigation of Shareholder Claims Against Applied Materials, Inc. (AMAT)

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Applied Materials, Inc. (“Applied Materials” or the “Company”) (NASDAQ: AMAT) investors concerning the Company's possible violations of federal securities laws. On November 16, 2023, Reuters reported that Applied Materials is under criminal investigation by the U.S. Justice Department for potentially evading export restrictions on China's top chipmaker SMIC. On this news, Applied Material's st.

INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of Applied Materials, Inc. (AMAT) on Behalf of Investors

Applied Materials announced better-than-expected quarterly results last night. The update was overshadowed by reports of a new criminal probe by the U.S. DOJ over whether the semiconductor-equipment specialist has evaded export restrictions to China.

Why Applied Materials Stock Dropped Today

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Applied Materials, Inc. (“Applied Materials” or the “Company”) (NASDAQ: AMAT) on behalf of investors concerning the Company's possible violations of federal securities laws. If you are a shareholder who suffered a loss, click here to participate. On November 16, 2023, Reuters reported that Applied Materials is under criminal investigation by the U.S. Justice Department for potentially evading export res.

The Law Offices of Frank R. Cruz Announces Investigation of Applied Materials, Inc. (AMAT) on Behalf of Investors

Applied Materials' (AMAT) fourth-quarter fiscal 2023 results reflect strength in AGS and Display segments amid weakness in Semiconductor Systems.

Applied Materials (AMAT) Q4 Earnings Beat, Sales Down Y/Y

Applied Materials Inc (AMAT) should be viewed as an undiscovered artificial intelligence (AI) play, as AI chips are driving the size of chips larger, according to Jefferies analysts.   In an update to clients, they noted the semiconductor equipment maker remains a top pick after its 4Q results and outlook topped estimates, while also expecting its stock to trade at a 20% premium to the S&P 500 over the next several years as the market appreciates its secular drivers.

Applied Materials is an undiscovered AI top pick: analysts

Copart

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Ross Stores

U.S. equities were lower and little changed at midday but heading for a winning week, boosted by reports on slowing inflation, which could keep the Fed from raising interest rates further.

Midday Movers: Ross Stores and Copart Jump, Applied Materials and Alphabet Drop

Despite better-than-expected earnings, Applied Materials (AMAT) shares tumbled over 5% in early trading Friday following reports of a U.S. Department of Justice probe into potential export violations.

Applied Materials Shares Slide Following Reports of DOJ Investigation

Chip-making equipment maker Applied Materials (NASDAQ: AMAT ) stock fell after earnings. Solid results were overshadowed by news the Department of Justice (DOJ) is looking into its sales to China.

The REAL Reason Applied Materials (AMAT) Stock Is Down Today

After U.S. markets closed on Thursday, semiconductor equipment maker Applied Materials Inc.

Applied Materials Stock (AMAT) Beats Estimates, Gets Hammered Anyway

Just as Applied Materials was posting results, Reuters reported that it was under investigation for sending products to a Chinese company without the required licenses.

Applied Materials Stock Drops. It's Not About Earnings.

Applied Materials, Inc. (NASDAQ:AMAT ) Q4 2023 Earnings Conference Call November 16, 2023 4:30 PM ET Company Participants Michael Sullivan - Corporate Vice President Gary Dickerson - President & CEO Brice Hill - SVP & CFO Conference Call Participants Stacy Rasgon - Bernstein Vivek Arya - Bank of America Chris Caso - Wolfe Research Toshiya Hari - Goldman Sachs Steven Chin - TD Cowen Harlan Sur - JPMorgan Srini Pajjuri - Raymond James Timothy Arcuri - UBS Securities Joe Quatrochi - Wells Fargo Joseph Moore - Morgan Stanley Sidney Ho - Deutsche Bank Brian Chin - Stifel Charles Shi - Needham & Company Stacy Rasgon - Bernstein Research Jed Dorsheimer - William Blair Operator Welcome to the Applied Materials' Earnings Conference Call. During the presentation, all participants will be in a listen-only mode.

Applied Materials, Inc. (AMAT) Q4 2023 Earnings Call Transcript

Applied Materials (AMAT) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $2.03 per share a year ago.

News for Applied Materials Stock (AMAT)