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

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?

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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

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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

We're downgrading Lam Research Corporation and Applied Materials, Inc. to Hold. Our downgrade is driven by our belief that the semi-cap sector is at a higher risk profile due to weaker-than-expect end-market demand impacting wafer fab equipment spending. Lam Research and Applied Materials stocks are up 51% and 41%, respectively; we think both stocks have captured the expectation of recovery but don't see the stocks working in 2H23.

Lam Research And Applied Materials: Downgrading Semi-Caps To Hold

CRH PLC

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My portfolio based on the stock selection methodology of The Dow Jones US Dividend 100 Index has returned 21.72% since its inception 8.5 months ago. This deep dive analysis tested the contribution that each of the 4 factors played on the final return of the portfolio. I performed simple linear regression analysis and single and multi-factor analysis which generated surprising results.

4 Factor Dividend Growth Portfolio - Deep Dive Analysis

Applied Materials has seen significant growth in revenue and free cash flow over the past decade, driven by rising demand for semiconductors and its strong technological leadership. Despite a slight projected decrease in earnings per share and revenue for 2023, AMAT's future outlook remains positive with expected growth of 20.52% in 2025 and 17.56% in 2026. The semiconductor industry is expected to grow significantly in the upcoming years, putting it on a path to becoming a $1 trillion market by the end of the decade, which will benefit AMAT.

Applied Materials: New EPIC Center Will Drive Future Growth

NXP Semiconductors

With tech's massive run in 2023, many are undoubtedly seeking exposure to the sector. And for income investors, these 3 dividend-paying tech stocks could be the answer.

Dividends: 3 Tech Stocks for Income Investors to Buy

Applied Material announced numerous new semiconductor equipment solutions.

Why Applied Materials Is One of the Top Semiconductor Stocks to Own

Broadcom

Investing in cheap semiconductor stocks offers significant potential for growth driven by increasing demand for automotive, energy storage, robotics, artificial intelligence, and machine learning.  The global semiconductor market has seen tremendous growth in recent years, projected to become a trillion-dollar industry by 2030 (McKinsey, 2022).

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Applied Materials just announced a number of new chip manufacturing processes, packaging equipment, and a new manufacturing platform. A boom in chip manufacturing is coming, and the market may still not have fully priced in Applied's growth.

Applied Materials Launches New Chip Equipment and an AI System -- Is the Stock a Buy?

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MISSISSAUGA, Ontario--(BUSINESS WIRE)--Schneider Electric launched Catalyze, a new program aimed at accelerating access to renewable energy across the global semiconductor value chain.

Schneider Electric Partners with Intel and Applied Materials to Help Decarbonize the Semiconductor Value Chain with New Catalyze Program

Applied beat depressed revenue and earnings expectations thanks to its trailing-edge capital-equipment products. In addition, AI enthusiasm sparked hopes for a recovery in leading-edge logic and memory.

Why Applied Materials Rose 48.4% in the First Half of 2023

The tech equipment supplier announced a new wafer manufacturing platform. This is its first innovation in such an activity in more than a decade, which might have discouraged investors.

Why Applied Materials Stock Tripped and Fell on Tuesday

More than $270 million in corporate and state investment will help advance Arizona's semiconductor industry TEMPE, Ariz. and SANTA CLARA, Calif.

ARIZONA STATE UNIVERSITY AND APPLIED MATERIALS TO CREATE 'MATERIALS-TO-FAB' CENTER

SANTA CLARA, Calif., July 10, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today introduced materials, technologies and systems that help chipmakers integrate chiplets into advanced 2.5D and 3D packages using hybrid bonding and through-silicon vias (TSVs). The new solutions extend Applied's industry-leading breadth of technologies for heterogeneous integration (HI).

Applied Materials Advances Heterogeneous Chip Integration with New Technologies for Hybrid Bonding and Through-Silicon Vias

T. Rowe Price Group

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 5.00% in June, underperforming the S&P 500 by 1.60%. Year-to-date, the portfolio is up 11.99% and trailing the S&P 500 by 4.90%. Since inception, the portfolio is generating 3.56% of alpha over the S&P 500.

4 Factor Dividend Growth Portfolio - Cruising Towards A 20% Return

FleetCor Technologies

An early investor in Meta Platforms Inc.'s ( META , Financial) Facebook and Spotify Technology SA ( SPOT , Financial), Chase Coleman (Trades, Portfolio), the founder of Tiger Global Management and one of the late Julian Robertson's former "tiger cubs," is known for focusing on small-cap stocks and technology startups.

4 Undervalued Tech Stocks in Chase Coleman's Portfolio

Teradyne

In 2022, President Joe Biden signed the CHIPS and Science Act, which included roughly $52 billion in funding to boost domestic chip manufacturing.

U.S. Chip Factory Spending Boom Is Coming. What It Means.

Chip stocks like Nvidia (NASDAQ: NVDA ), Advanced Micro Devices (NASDAQ: AMD ) and Applied Materials (NASDAQ: AMAT ) are all down today as well as trending on social media. The current retreat in shares comes amid reports that the U.S. is considering further restrictions on the sale of artificial intelligence (AI) chips to China.

Why Are Chip Stocks NVDA, AMD, AMAT Down Today?

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News for Applied Materials Stock (AMAT)