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

This equipment stock checks all the boxes, striking a great balance between offense, defense, growth, and value.

If I Could Buy Only 1 Semiconductor Stock, This Would Be It

Applied Materials' earnings results might surprise chip investors.

This Chip Equipment Stock Shows the Benefits of Diversification

Choice Hotels Int.

DraftKings

Republic Services

Shockwave Medical

When a company beats earnings estimates, investors often pile into it. But not all earnings beats are created equal.

5 Big Earning Beats Making These Stocks a Buy

SANTA CLARA, Calif., Feb. 22, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the Morgan Stanley Technology, Media and Telecom Conference in San Francisco on Wednesday, March 8 beginning at 8:00 a.m. PT / 11:00 a.m. ET.

Applied Materials to Participate at Morgan Stanley Technology, Media and Telecom Conference

Applied Materials is signaling things aren't as bad as they may appear for the chip market.

This Top Semiconductor Stock Sees Better Economic Times Ahead in 2023

There are 2 narratives within the semiconductor industry and Applied Materials (NASDAQ: AMAT)  is in the sweet spot regarding 2023. Those narratives are 1) spotty activity within the industry driven by oversupply and sluggish demand in end-markets like gaming and consumer products and 2) a shift toward next-generation technology.

Applied Materials Is In The Semiconductor Sweet Spot

AmerisourceBergen

Agree Realty

Analog Devices

Assurant

Allstate

Artesian Resources

Aptargroup

Atlantic Union Bankshares Corp

Auburn National Bancorporation

Brookfield Asset Management

Baxter

Brunswick

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Badger Meter

Bank of Hawaii

Brookline Bancorp

Bankwell Financial Group

Cambridge Bancorp

Colony Bankcorp

Cboe Global Markets

Cabot

Cullen/Frost Bankers

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends.

Dividend Champion, Contender, And Challenger Highlights: Week Of February 19

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

Applied Materials (AMAT) Q1 Earnings & Sales Beat, Rise Y/Y

While the top- and bottom-line numbers for Applied Materials (AMAT) give a sense of how the business performed in the quarter ended January 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Applied Materials (AMAT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Applied Materials, Inc. (NASDAQ:AMAT ) Q1 2023 Results Conference Call February 16, 2023 4:30 PM ET Company Participants Michael Sullivan - Corporate VP Gary Dickerson - President and CEO Brice Hill - CFO Conference Call Participants C.J. Muse - Evercore ISI Stacy Rasgon - Bernstein Vivek Arya - Bank of America Krish Sankar - Cowen Atif Malik - Citi Toshiya Hari - Goldman Sachs Timothy Arcuri - UBS Harlan Sur - JP Morgan Joe Quatrochi - Wells Fargo Sidney Ho - Deutsche Bank Quinn Bolton - Needham Mehdi Hosseini - Susquehanna Brian Chin - Stifel Blayne Curtis - Barclays Vijay Rakesh - Mizuho Group Operator Welcome to the Applied Materials Earnings Conference Call.

Applied Materials, Inc. (AMAT) Q1 2023 Earnings Call Transcript

DoorDash

Also, we see quarterly revenue beats this afternoon from AMAT, DASH and DKNG.

Markets Head South on 50 bps Rhetoric from Fed Members

Applied Materials Inc (NASDAQ: AMAT) is trading slightly up in extended hours after reporting its financial results for the first quarter that topped Street estimates. Applied Materials stock up on solid guidance More importantly, management expressed confidence today that the company will outperform this year even though the industry at large is still facing challenges.

Pro: Applied Materials stock is not attractive despite upbeat guidance

Semiconductor equipment vendor Applied Materials topped Wall Street's targets for its fiscal first quarter and guided higher. The post Chip Gear Vendor Applied Materials Posts Beat-And-Raise Earnings Report appeared first on Investor's Business Daily.

Chip Gear Vendor Applied Materials Posts Beat-And-Raise Earnings Report

Applied Materials Inc. AMAT, -3.41% on Thursday reported fiscal first-quarter earnings that topped Wall Street views, citing a growing services business. Applied Materials earned $1.72 billion, or $2.02 a share, in the quarter, compared with $1.79 billion, or $2 a share, in the year-ago period.

Applied Materials fiscal Q1 tops views on ‘growing' service business

Chip tools maker Applied Materials Inc forecast second-quarter revenue above market estimates on Thursday, as it benefits from higher production of semiconductors that had been in short supply for the most of last year.

Applied Materials forecast strong Q2 as chipmakers scale up production

SANTA CLARA, Calif., Feb. 16, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its first quarter ended Jan. 29, 2023.

Applied Materials Announces First Quarter 2023 Results

Volatility is quite low at the moment, which is why a calendar spread is better than a credit spread. The post AMAT Stock Headed To 125?

AMAT Stock Headed To 125? Try This Option Trade Ahead Of Earnings Report

Applied Materials' (AMAT) first-quarter fiscal 2023 earnings are expected to have been aided by solid momentum across the Semiconductor Systems Group and AGS segments.

What's in Store for Applied Materials (AMAT) in Q1 Earnings?

Deere & Company

Vale S.A.

In the first half-hour of trading on Wednesday, the Dow Jones industrials were down 0.41%, the S&P 500 down 0.35% and the Nasdaq down 0.13%.

Earnings Previews: Applied Materials, Deere, DraftKings, Vale

Applied Materials (AMAT) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Applied Materials (AMAT) This Earnings Season?

AbbVie

Accenture Plc

Automatic Data Processing

ASML Hld

Best Buy

Blackrock Inc

Cisco Systems

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

Snap-on

Skyworks Solutions

The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. The portfolio lost by 11 bps to the S&P 500 Total Return during the month of January.

4 Factor Dividend Growth Portfolio - January 2023 Update

Abbott Labs

Adobe

Autodesk

Aflac

Three companies have been removed from my watchlist and added to the active portfolio. I added four new companies to my watchlist.

Compounders And Dividends: February 2023 Watch List Update

News for Applied Materials Stock (AMAT)