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

After U.S. markets closed on Thursday, semiconductor equipment maker Applied Materials Inc.

Applied Materials Stock (AMAT) Beats Estimates, Gets Hammered Anyway

Just as Applied Materials was posting results, Reuters reported that it was under investigation for sending products to a Chinese company without the required licenses.

Applied Materials Stock Drops. It's Not About Earnings.

Applied Materials, Inc. (NASDAQ:AMAT ) Q4 2023 Earnings Conference Call November 16, 2023 4:30 PM ET Company Participants Michael Sullivan - Corporate Vice President Gary Dickerson - President & CEO Brice Hill - SVP & CFO Conference Call Participants Stacy Rasgon - Bernstein Vivek Arya - Bank of America Chris Caso - Wolfe Research Toshiya Hari - Goldman Sachs Steven Chin - TD Cowen Harlan Sur - JPMorgan Srini Pajjuri - Raymond James Timothy Arcuri - UBS Securities Joe Quatrochi - Wells Fargo Joseph Moore - Morgan Stanley Sidney Ho - Deutsche Bank Brian Chin - Stifel Charles Shi - Needham & Company Stacy Rasgon - Bernstein Research Jed Dorsheimer - William Blair Operator Welcome to the Applied Materials' Earnings Conference Call. During the presentation, all participants will be in a listen-only mode.

Applied Materials, Inc. (AMAT) Q4 2023 Earnings Call Transcript

Applied Materials (AMAT) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $2.03 per share a year ago.

Applied Materials (AMAT) Q4 Earnings and Revenues Top Estimates

The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended October 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Applied Materials (AMAT) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Axcelis Technologies

Fortinet

NVIDIA

Oracle

Perion Network

QUALCOMM

Undervalued growth stocks give investors a greater margin of safety. This margin of safety can help investors ride market corrections and generate significant upside during market rallies.

Get Massive Returns in 2024 With These Top 7 Undervalued Growth Stocks

The chip equipment maker beat Wall Street estimates, but its stock dropped on new report of Federal probe.

After Strong Earnings, Applied Materials Stock Drops on Investigation Report

Applied Materials Inc shares fell as much as 7% in Thursday's after-hours session even as the semiconductor maker's fourth quarter 2023 financial results exceeded Wall Street expectations and the company issued an upbeat forecast.  Applied Material saw its 4Q adjusted earnings per share (EPS) increase 4% year over year to $2.12, topping the $1.99 analyst consensus forecast.

Applied Materials stock slumps despite 4Q beat, better outlook

Applied Materials beat analyst estimates for its fiscal fourth quarter and offered an outlook above views for the current period.

Chip Gear Maker Applied Materials Beats Quarterly Goals But Stock Falls

Applied Materials Inc.'s AMAT, -0.36% stock dropped 6% in extended trading Thursday after the company reported quarterly results that topped analyst revenue and earnings estimates. Applied reported fiscal fourth-quarter net income of $2 billion, or $2.38 a share, compared with net income of $1.6 billion, or $1.85 a share, in the year-ago quarter.

Applied Materials' stock is falling despite earnings, sales beats

SANTA CLARA, Calif., Nov. 16, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its fourth quarter and fiscal year ended Oct. 29, 2023.

Applied Materials Announces Fourth Quarter and Fiscal Year 2023 Results

Chip oversupply and regionalization trends pose a risk to the demand for semiconductor equipment companies like Applied Materials. AMAT is positioned in the high-end chip market and is able to mitigate current industry challenges. AMAT's strong financial performance, focus on high-performance markets, and healthy balance sheet make it an attractive investment option.

Applied Materials: Navigating Chip Oversupply

Applied Materials' (AMAT) fourth-quarter fiscal 2023 results are expected to reflect the strength of its ICAPS portfolio amid weakness in leading-edge foundry logic and NAND.

What's in Store for Applied Materials (AMAT) in Q4 Earnings?

Advanced Micro Devices

Broadcom

Intel

KLA-Tencor

Lam Research

Micron Technology

Texas Instruments

In August of this year, renowned investor Michael Burry captured attention by disclosing a substantial bearish position of $1.6 billion against the US stock market. Over subsequent months, scrutiny intensified as the performance of Burry's investment unfolded amid market fluctuations.

Michael Burry goes bearish against entire semiconductor sector

SANTA CLARA, Calif., Nov. 14, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the Wells Fargo TMT Summit in Rancho Palos Verdes, California on Tuesday, Nov. 28 beginning at 10:15 a.m. PT / 1:15 p.m. ET.

Applied Materials to Participate in the Wells Fargo TMT Summit

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Applied Materials (AMAT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2023.

Countdown to Applied Materials (AMAT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Manhattan Associates

Federal Reserve Chair Jerome Powell has hinted at the likelihood of implementing further interest rate hikes to counter inflation with a potential tightening slated for the December meeting. Although market expectations lean towards a pause, Powell underscored the nuanced equilibrium required to tackle inflation without causing undue economic harm.

3 Tech Stocks That Are Disrupting Entire Industries

Applied Materials, Inc. (NASDAQ:AMAT) is expected to report a slight year-over-year decline in both its sales and profits for the fourth quarter but full-year growth across both metrics when it hands down its 4Q and fiscal 2023 results after the stock market close on Thursday, November 16. Shares of the company, which provides equipment, services, and software for the semiconductor and display sectors, traded higher ahead of its results, adding 5.3% at US$150.80 on Friday afternoon.

Applied Materials shares move higher ahead of 4Q earnings report

Applied Materials is well-positioned to capitalize on long-term trends in AI and the Internet of Things. The company has made significant advancements in its products, including a new patterning system and semiconductor wafer fabrication platform. AMAT stock has a decent valuation given its growth potential and when compared to its direct peers.

Applied Materials: This Semiconductor Equipment Maker Continues To Excel

SANTA CLARA, Calif., Nov. 03, 2023 (GLOBE NEWSWIRE) -- Applied Materials, Inc. will hold a webcast to discuss its fourth quarter and fiscal 2023 financial results on Thursday, Nov. 16, 2023 at 4:30 p.m. ET / 1:30 p.m. PT.

Applied Materials Announces Q4 and Fiscal 2023 Earnings Webcast

Apple

Automatic Data Processing

Amphenol

Blackrock Inc

Costco

Cintas Corp

Graco

Home Depot

Intuit

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Microsoft

Northrop Grumman

Roper Technologies

Charles Schwab

Sherwin-Williams

Tractor Supply

Vanguard Dividend Appreciation ETF

There are 20 stocks on my dividend growth watchlist for October 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by more 4% year-to-date.

Dividend Growth Stock Watchlist - November 2023

The growing demand for advanced chip-packaging equipment, thanks to AI, could be a tailwind for this company. It is trading at an attractive valuation right now.

1 Incredibly Cheap Artificial Intelligence (AI) Semiconductor Stock You May Regret Not Buying Before It Takes Off

Applied Materials is expected to publish its Q4 FY'23 results on November 16, reporting on another quarter that is likely to see a slowdown in sales due to potentially

Up 35% This Year, How Will Applied Materials Stock Trend Following Q4 Results?

AbbVie

Analog Devices

AMETEK

ANSYS

Bath and Body Works

CVS Health

ON Semiconductor

Tired of the S&P 500's three-month losing streak? Help might be on the way in November.

November Is The S&P 500's Best Month — 10 Stocks Rally Every Time

Applied Materials benefits from the AI investment boom and has an attractive valuation, making it a lucrative investment opportunity. The company's diverse product portfolio and expertise in advanced semiconductor fabrication technologies position it well for future growth. Applied Materials demonstrates strength in financial health and strategic capital allocation, with a focus on growth and shareholder returns.

News for Applied Materials Stock (AMAT)