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 Q1 2021

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

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.

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) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Applied Materials (AMAT) Upgraded to Buy: What Does It Mean for the Stock?

Applied Materials' (AMAT) third-quarter fiscal 2023 results reflect weakness in the Semiconductor Systems and Display segments.

Applied Materials (AMAT) Q3 Earnings & Sales Beat, Fall Y/Y

Analysts at Jefferies have raised their price target for Applied Materials, Inc. (NASDAQ:AMAT) on their belief that it is an undiscovered AI play following the release of the company's fiscal third quarter 2023 results which topped Street estimates. According to the analysts, Applied Materials is benefiting from multiple sector trends driven by a tectonic shift to a parallel processing/IoT computing era.

Applied Materials ‘an undiscovered AI play' with attractive risk/reward ratio

Applied Materials (NASDAQ: AMAT ) stock is climbing higher on Friday after getting new price targets following its latest earnings report. Morgan Stanley analyst Joseph Moore starts us off by increasing his price target for AMT stock from $125 per share to $139 per share.

AMAT Stock Alert: Analysts Raise Applied Materials Price Targets After Earnings

Farfetch

Shares of Applied Materials Inc. AMAT, -0.48% rose 3.5% in premarket tradingross after the chip industry equipment supplier reported earnings and forecast an outlook that topped Wall Street expectations.

Farfetch shares slide on sales disappointment, while Applied Materials gains on upbeat results and other moving stocks

Semiconductor stocks are in a tug-of-war between artificial intelligence pulling them higher and China's woes pulling them down.

Applied Materials Stock Rises. Expect Tailwinds From China, Says Analyst.

Applied Materials, Inc. (NASDAQ:AMAT ) Q3 2023 Earnings Conference Call August 17, 2023 4:30 PM ET Company Participants Michael Sullivan - Corporate Vice President Gary Dickerson - President and Chief Executive Officer Brice Hill - Senior Vice President and Chief Financial Officer Conference Call Participants Stacy Rasgon - Bernstein C.J. Muse - Evercore ISI Vivek Arya - Bank of America Merrill Lynch Krish Sankar - Cowen Toshiya Hari - Goldman Sachs Harlan Sur - JPMorgan Timothy Arcuri - UBS Securities Joe Quatrochi - Wells Fargo Joseph Moore - Morgan Stanley Brian Chin - Stifel Timm Schulze-Melander - Redburn Charles Shi - Needham & Company Operator Welcome to the Applied Materials Earnings Conference Call.

Applied Materials, Inc. (AMAT) Q3 2023 Earnings Call Transcript

Although the revenue and EPS for Applied Materials (AMAT) give a sense of how its business performed in the quarter ended July 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Applied Materials (AMAT) Reports Q3 Earnings: What Key Metrics Have to Say

Chip gear maker Applied Materials on Thursday reported fiscal third-quarter results that topped expectations. AMAT stock climbed on the news.

Applied Materials Rises On Earnings Beat, Strong Forecast

Applied Materials, Inc announced after Thursday's close that its third-quarter 2023 revenue slipped 1% to $6.43 billion but surpassed the analyst consensus forecast of $6.15 billion.  The semiconductor materials provider also posted earnings per share (EPS) for the period of $1.90, $0.16 better than expectations.

Applied Materials 3Q financial results beat estimates; boosts guidance

Applied Materials Inc. shares rose in the extended session Thursday after both earnings and outlook for the maker of semiconductor-manufacturing equipment topped Wall Street expectations.

Applied Materials earnings, outlook top Wall Street expectations, and stock rises

SANTA CLARA, Calif., Aug. 17, 2023 (GLOBE NEWSWIRE) --  Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its third quarter ended July 30, 2023.

Applied Materials Announces Third Quarter 2023 Results

Palantir Technologies

Apple

With skepticism about the United States facing a possible recession, Cathie Wood, renowned CEO of Ark Invest, has thought otherwise. Wood speculates a soft landing for the U.S. economy if companies accept lower margins without cutting staff, preventing an unemployment rise.

3 Tech Stocks You'll Regret Not Buying Soon

AMAT demonstrated resilient growth in the second-quarter revenue, offsetting the weak PC/handset market with strong demand for WFE driven by technology inflections. The rapid development of artificial intelligence could ensure a strong demand for advanced WFE for innovations. The company is focused on cutting-edge technologies, which provide a favorable positioning against the backdrop of transition to lower nodes.

Applied Materials: Destined To Grow In This New Technology Cycle Of AI

After U.S. markets closed on Tuesday, Nu Holdings beat revenue and profit estimates but did not report earnings per share (EPS).

Earnings Previews: Applied Materials, Farfetch

AbbVie

Adobe

Automatic Data Processing

American Electric Power Company

Advanced Micro Devices

Broadcom

Cisco Systems

Dominion Energy

Duke Energy

Eversource Energy

General Motors

Alphabet

Intuit

Oracle

A summer swoon that has been chipping away at stocks since early July was egged on Tuesday with news that Americans have hardly curbed their spending.

Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies

Applied Materials' (AMAT) third-quarter fiscal 2023 earnings are likely to reflect weakness in the Semiconductor Systems Group segment.

What's in Store for Applied Materials (AMAT) in Q3 Earnings?

ASML Hld

The semiconductor fabrication process is complex and concentrated, with Taiwan Semiconductor Manufacturing and Samsung dominating the market. Applied Materials is a critical vendor for chip foundries, with its semiconductor systems and global services segments driving strong revenue growth. ASML holds a monopoly over the most advanced lithography equipment, making it a key player in the semiconductor industry.

2 AI Compounders: Meet Applied Materials And ASML

Applied Materials is expected to publish its Q3 FY'23 results on August 17, reporting on another quarter that is likely to see a slowdown in sales due to potentially w

What To Expect As Applied Materials Reports Q3 Earnings?

Accenture Plc

Best Buy

Blackrock Inc

Expeditors International of Washington

Fastenal

Ferguson Enterprises Inc

Garmin

Home Depot

Infosys

KLA-Tencor

Lockheed Martin

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

Merck

Paychex

Rollins

Schwab US Dividend Equity ETF

Snap-on

Skyworks Solutions

Taiwan Semiconductor Manufacturing

Texas Instruments

Visa

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF™, with a few minor twists. The portfolio gained 2.44% in July, underperforming the S&P 500 by 0.77%. Year-to-date, the portfolio is up 14.72%. Since inception, the portfolio is generating 2.75% of alpha over the S&P 500.

4 Factor Dividend Growth Portfolio - Performance Since Launch

SAN JOSE, Calif. , Aug. 7, 2023 /PRNewswire/ -- MakinaRocks, a pioneering leader specializing in AI software for the manufacturing industry, has entered into a strategic partnership with 3K Technologies, a leading smart technology solutions provider headquartered in California.

MakinaRocks and 3K Technologies Announce Global Partnership

SANTA CLARA, Calif., Aug. 04, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will hold a webcast to discuss its third quarter of fiscal 2023 financial results on Thursday, Aug. 17, 2023 at 4:30 p.m. ET / 1:30 p.m. PT.

Applied Materials Announces Q3 FY2023 Earnings Webcast

Marvell Technology

NVIDIA

QUALCOMM

Synopsys

Semiconductor stocks recently received news that bodes poorly for the sector overall: Taiwan Semiconductor Manufacturing (NYSE: TSM ) is now predicting a 10% sales slowdown in 2023. That figure was pegged at 5% only months ago.

7 Semiconductor Stocks to Buy Before the Breakout

Micron Technology

Semiconductor-related stocks surged Thursday, and leading the pack were stocks of the companies that make the equipment used to make chips.

Chip-equipment suppliers rally after Lam says AI servers will drive growth

Applied Materials, a global leader in the development of semiconductor manufacturing equipment, is in a strong financial position, despite facing challenges from Chinese export restrictions and industry cyclicality. The company's commitment to research and development, along with its robust product portfolio, positions it well for future growth in the semiconductor industry. With the semiconductor industry expected to keep growing at a strong pace and poised to reach a market value of over $1 trillion, this should bode well for AMAT.

Applied Materials: Still Firing On All Cylinders

News for Applied Materials Stock (AMAT)