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

Salesforce

Alphabet

Google has been working on AI for decades and is poised to lead the market as the technology emerges as a major selling point. Salesforce's new AI services demonstrate its readiness for the generative AI boom.

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Schwab US Dividend Equity ETF

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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 1.84% in May, outperforming the S&P 500 by 1.40%. Year-to-date the portfolio is up 6.66% and trailing the S&P 500 by 2.99%. Since inception, the portfolio is generating alpha over the S&P 500.

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The Internet of Things, communications, and automotive markets will drive much of its growth. But right now, weakness in the PC and smartphone markets is dampening sales.

Applied Materials: A Company With a Bright Long-Term Outlook

Applied Materials, Inc. (NASDAQ:AMAT ) BofA Securities Global Technology Conference Call June 7, 2023 4:20 PM ET Company Participants Brice Hill - SVP and CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Welcome to this session. Really delighted to have the team from Applied Materials, Senior Vice President and CFO, Brice Hill joining us this afternoon.

Applied Materials, Inc. (AMAT) Presents at BofA Securities Global Technology Conference (Transcript)

Quantum computing stocks to check out in the stock market now.

Top Stocks To Buy Now? 2 Quantum Computing Stocks To Know

Applied Materials, Inc. (NASDAQ:AMAT ) Bernstein's 39th Annual Strategic Decisions Conference 2023 June 1, 2023 1:30 PM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Stacy Rasgon Thank you everyone for coming, oh, but you don't have a Safe Harbor statement or anything that I need to redo. Gary Dickerson I don't think so.

Applied Materials, Inc. (AMAT) Bernstein's 39th Annual Strategic Decisions Conference 2023 (Transcript)

Apple

Microsoft

Block

JPMorgan Chase & Co

Walmart

Let's take a quick look at stocks for investment until 2033. All are high-quality firms, meaning they're stable and have the potential to continue growing.

7 Long-Term Stocks to Buy and Hold Until 2033

The gate-all-around process will be how advanced chips are manufactured in the future.

2 Semiconductor Stocks That Benefit From an Incoming Shift in Chip Manufacturing

Oracle

Find top tech stocks to watch like MSFT, ORCL, ADBE, ASML, AVGO and more with this screen highlighting top-ranked industry groups.

Tech Roars Back As MSFT, ASML, AMAT, ORCL Lead Industry Charge

Applied Materials Inc's second-quarter results beat Street expectations last week, but analysts at UBS aren't buying into the hype.  Despite posting earnings of $2 per share on revenue of $6.63 billion that topped estimates of $1.83 per share and $6.37 billion, respectively, UBS reiterated its 'Neutral' rating and $120 price target in a note published Thursday.

Applied Materials fails to excite analysts despite 2Q expectations beat

Applied Materials (AMAT) announces multi-billion-dollar investment in Equipment and Process Innovation and Commercialization (EPIC) Center for semiconductor innovation.

Applied Materials (AMAT) Boosts Semiconductor Presence With EPIC

When looking for large-cap companies with strong fundamentals and reasonable prices, I have taken to using a simple screener that looks for companies that have a market cap of at least $10 billion, a GF Score of more than 90 out of 100 and a PEG ratio of less than 1.00.

Applied Materials: Why Gurus Like This Stock

We maintain our buy rating on Applied Materials, Inc. post Q2 2023 earnings results and Q3 2023 outlook, as we expect the stock to continue outperforming in 2024. We expect the increased mature node demand and growth in its ICAPS business will continue to offset current demand headwinds in memory and advanced foundry/logic.

Applied Materials: Recovery In WFE Spending To Push Outperformance In 2024

SUNNYVALE, Calif., May 22, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today hosted the Summit to Advance Semiconductor Leadership – an event focused on exploring solutions for overcoming key challenges facing the semiconductor industry on its path to becoming a $1 trillion market over the next decade. The summit took place at the future site of Applied's new multibillion-dollar Equipment and Process Innovation and Collaboration (EPIC) Center in Silicon Valley, also announced today.

Applied Materials Convenes Leaders from Industry, Academia and Government at “Summit to Advance Semiconductor Leadership”

The largest chip-equipment maker in the world, Applied Materials, is building a new research-and-development center. It says the scale of the project is contingent on government funding.

Applied Materials to Spend Up to $4 Billion in Silicon Valley Thanks to Chips Act

SANTA CLARA, Calif., May 22, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced a landmark investment to build the world's largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment research and development (R&D). The new Equipment and Process Innovation and Commercialization (EPIC) Center is planned as the heart of a high-velocity innovation platform designed to accelerate development and commercialization of the foundational technologies needed by the global semiconductor and computing industries.

Applied Materials Launches Multibillion-Dollar R&D Platform in Silicon Valley to Accelerate Semiconductor Innovation

The aim is to speed development of advanced semiconductors through “inclusive innovation.”

Applied Materials to Build $4 Billion Chip Research Facility in Silicon Valley

Fintel reports that on May 19, 2023, Goldman Sachs maintained coverage of Applied Materials (NASDAQ:AMAT) with a Buy recommendation.

Goldman Sachs Maintains Applied Materials Buy Recommendation

Applied Materials' (AMAT) second-quarter fiscal 2023 results reflect strength across Semiconductor Systems and Applied Global Services.

Applied Materials (AMAT) Q2 Earnings & Sales Beat, Rise Y/Y

The recovery in chip demand might be farther out than investors would like.

The Big Takeaway from Applied Materials Earnings

Applied Materials, Inc.   (NASDAQ:AMAT) is brushing off an upbeat quarterly report and subsequent bull notes.

Applied Materials Stock Brushes Off Bull Notes After Earnings

Applied Materials NASDAQ: NYSE shares fell following the FQ2 earnings report, but this is not the time to sell. The report may not have sparked a rally, but it does not suggest lower prices are on the way.

Applied Materials: Cracks In The Chip Recovery Or Time To Buy?

The chip equipment company's key customers include Taiwan Semiconductor Manufacturing which was down in Friday premarket. Nvidia was also down but Intel was up.

Applied Materials Stock Has Limited Upside, Analyst Warns. Other Chip-Makers Fall.

Applied Materials, Inc. (NASDAQ:AMAT ) Q2 2023 Earnings Conference Call May 18, 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 Christopher Muse - Evercore ISI Stacy Rasgon - Sanford C. Bernstein & Co. Vivek Arya - Bank of America Merrill Lynch Krish Sankar - TD Cowen Atif Malik - Citigroup Inc. Mark Lipacis - Jefferies LLC Toshiya Hari - Goldman Sachs Group, Inc. Harlan Sur - JPMorgan Chase & Co. Timothy Arcuri - UBS Joseph Quatrochi - Wells Fargo Securities, LLC Sidney Ho - Deutsche Bank Brian Chin - Stifel, Nicolaus & Company, Inc. Quinn Bolton - Needham & Company, LLC Blayne Curtis - Barclays Bank PLC Vijay Rakesh - Mizuho Securities USA LLC Mehdi Hosseini - Susquehanna Financial Group Operator Welcome to the Applied Materials Earnings Conference Call.

Applied Materials, Inc. (AMAT) Q2 2023 Earnings Call Transcript

Applied Materials (AMAT) came out with quarterly earnings of $2 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.85 per share a year ago.

News for Applied Materials Stock (AMAT)