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

Apple

Technology stocks were the best-performing assets before they began selling off in mid to late 2021, led by the “FAANG” stocks, which accounted for over one-quarter of the S&P 500 and which drove major returns over the past decade. However, since then, the rising interest rate and high inflation environment has popped the market bubble, and even tech giants that likely deserved most of their valuations have fallen due to the worsening economy.

2 Trending Tech Stocks That Look Undervalued

Applied Materials (AMAT) announces plans to make multi-billion-dollar investments in infrastructure innovation in the United States and Singapore by 2030.

Applied Materials (AMAT) Plans to Boost Semiconductor Efforts

Applied Materials Inc. AMAT, -0.47% said late Tuesday it plans to make “multi-billion-dollar investments” to expand its manufacturing capacity between now and 2030. The chip-manufacturing equipment maker said it plans “a next-generation R&D center” in Sunnyvale, Calif.

Applied Materials to expand manufacturing in Silicon Valley, Texas

Applied to create a next-generation center for foundational semiconductor technology and process equipment R&D in Silicon Valley and expand equipment manufacturing facilities in the United States and Singapore Applied to create a next-generation center for foundational semiconductor technology and process equipment R&D in Silicon Valley and expand equipment manufacturing facilities in the United States and Singapore

Applied Materials to Extend Global Leadership in Semiconductor Manufacturing Technology

KLA-Tencor

Applied Materials launched its new E-beam metrology/inspection technology on December 13, 2022. Despite efforts to promote its E-beam technology, Optical technology led by KLA continues to generate greater growth.

Applied Materials Ballyhooed E-Beam Inspection Sector Lost Share To KLA's Optical

NVIDIA

Are these tech stocks a good buy at their current price levels?

Cheap Stocks To Buy Now? 2 Tech Stocks To Know

Analog Devices

Broadcom

Cadence Design Systems

Synopsys

More on Wall Street are betting on a soft landing for semiconductor stocks that lagged the broader market in 2022 as a two-year, pandemic-driven chip shortage suddenly flipped into a glut.

Wall Street places more bets on chip sector's soft landing in 2023

Skyworks Solutions

Taiwan Semiconductor Manufacturing

Semiconductor stocks took a turn lower after recent gains, as recession fears came to the fore.

Why Taiwan Semiconductor Manufacturing, Applied Materials, and Skyworks Solutions Fell Hard Today

SANTA CLARA, Calif., Dec. 14, 2022 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the commercial availability of “cold field emission” (CFE) technology, a breakthough in eBeam imaging that enables customers to better detect and image nanometer-scale, buried defects to speed the development and production of next-generation Gate-All-Around (GAA) logic chips as well as higher-density DRAM and 3D NAND memories.

Applied Materials Breakthrough in Electron Beam Imaging Technology Accelerates Development of the World's Most Advanced Computer Chips

SANTA CLARA, Calif., Dec. 13, 2022 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the recipients of Supplier Excellence Awards for contributions made to Applied's business over the past year. The awards reflect outstanding technical and operational performance in areas including quality, service, lead time, delivery, cost and responsiveness.

Applied Materials Awards Suppliers for Outstanding Performance

QUALCOMM

Semiconductor stocks are starting to show signs of life again.

3 Cheap Chip Stocks to Buy Before the End of 2022

Applied Materials (AMAT) joins RE100 to bolster its sustainability goals and commits to 100% renewable electricity.

Applied Materials' (AMAT) Carbon Neutral Efforts Get a Boost

ASML Hld

Lam Research

It was a good month for semiconductor equipment stocks amid analyst days, earnings releases, and Warren Buffett buying into the sector.

Why ASML, Applied Materials, and Lam Research Rallied in November

AutoZone

Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements.

5 Stock Picks For November From Benzinga's Most Accurate Analysts - Applied Materials (NASDAQ:AMAT), AutoZone (NYSE:AZO)

Palo Alto Networks

Shopify

These companies have gained momentum and could soar higher in the new year.

Bull Market in 2023? Adding $500 to These Stocks Could Be a Genius Move Right Now

Applied Materials, Inc. (NASDAQ:AMAT ) Wells Fargo 6th Annual TMT Summit Conference November 30, 2022 12:20 PM ET Company Participants Brice Hill - CFO Conference Call Participants Joe Quatrochi - Wells Fargo Joe Quatrochi Great. So we'll go ahead and started.

Applied Materials, Inc. (AMAT) Presents at Wells Fargo 6th Annual TMT Summit Conference (Transcript)

Recession or not, chip demand is coming -- and fabs need building right now.

Is Applied Materials Stock a Buy With Chip Companies Stumbling Into 2023?

Ameriprise Financial

Air Products and Chemicals

Atmos Energy

Caterpillar

Coterra Energy

D.R. Horton

Expeditors International of Washington

J.B. Hunt Transport Services

New Linde PLC

Microchip Technology

Merck

Microsoft

Pioneer Natural Resources

Steel Dynamics

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 an options income strategy that's sustainable and repeatable.

Options Income Series - Earn Double-Digit Income (Nov-Dec. 2022)

We're bullish on Applied Materials as we believe the WFE spending cuts for 2023 are priced into the stock. We're more constructive on AMAT now as we believe the weakening consumer spending and macroeconomic headwinds have materialized into WFE spending cuts for 2023.

Applied Materials: WFE Spending Cuts Priced In, Time To Buy

Moderna

Stocks that are killed in a given year often come back to life the following year, especially in January.

Moderna, Applied Materials Are Candidates for a January Rebound

Kulicke & Soffa Industries

The suppliers to Taiwan Semi may be even better bets than Taiwan Semi itself.

If Buffett Likes Taiwan Semiconductor, He'd Love These 3 Stocks

Applied Materials' (AMAT) fourth-quarter fiscal 2022 results reflect strength across Semiconductor Systems and Applied Global Services.

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

Why aren't investors buying Applied Materials stock after its earnings beat? Two words: Slowing growth.

Why Applied Materials Stock Popped -- Then Dropped -- on Friday

The chip equipment maker's revenue forecast for the current quarter ending in January also surpassed Wall Street expectations.

Applied Materials Analysts Are Boosting Their Stock Price Targets

Investors hope to finish the week on a positive note.

News for Applied Materials Stock (AMAT)