Citable filing context
AMAT's research view summarizes recent SEC filing context, starting with management_change from Aug 27, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 27, 2026 | management_change | Applied Materials appointed Akash Palkhiwala, CFO and COO of Qualcomm, to its Board of Directors. |
| Aug 13, 2026 | earnings | Applied Materials reported Q3 2026 revenue of $9.12 billion, up 25% year over year, with EPS of $3.17. |
| May 14, 2026 | earnings | Applied Materials announced Q2 2026 financial results for the quarter ended April 26, 2026. |
| Aug 13, 2026 | Guidance: non_gaap_diluted_eps | 3.82 to 4.22 |
| Aug 13, 2026 | Guidance: total_revenue | 9750.00 to 10750.00 |
| May 14, 2026 | Guidance: non_gaap_diluted_eps | 3.16 to 3.56 |
| Aug 20, 2026 | mda_quarterly | Applied Materials generated revenue of $9.12 billion in the third quarter of fiscal 2026, a 25% increase year-over-year, driven by strong performance across its primary operating segments. Net income reached $2.54 billion, with diluted earnings per share rising to $3.17 and gross margins expanding to 50.3%. The Semiconductor Systems segment delivered $7.04 billion in revenue, propelled by customer spending on leading-edge foundry and logic nodes alongside DRAM technology transitions. Applied Global Services revenue increased 22% to $1.78 billion, supported by growing subscription service contracts and high spare parts demand. Effective fiscal 2026, the 200mm equipment business was reallocated from Applied Global Services to Semiconductor Systems. Geographically, China and Taiwan remained the largest markets, representing 28% and 22% of quarterly revenue respectively, while U.S. revenue doubled. Results for the nine-month period reflected a $253 million legal settlement resolving an export control compliance matter. Key operational risks include ongoing tightening of U.S. export regulations to China, retaliatory tariffs, and impending tax rate increases from OECD global minimum tax rules in Singapore. The company remains highly liquid, holding $14.5 billion in cash and investments, backed by $5.57 billion in operating cash flow through nine months. |
| May 21, 2026 | mda_quarterly | Applied Materials reported robust financial performance for the three months ended April 26, 2026, with revenue increasing 11% year-over-year to $7.91 billion, net income rising 31% to $2.81 billion, and diluted EPS growing 33% to $3.51. Gross margin expanded to 49.9%. The Semiconductor Systems segment, comprising 75% of revenue, grew 10%, primarily driven by increased spending from foundry and logic customers for leading-edge manufacturing technologies and higher DRAM investments for technology transitions. Applied Global Services (AGS) revenue increased 17%, fueled by higher long-term service agreement revenue and customer spending on spares, with a strategic focus on shifting to a subscription model for predictability. Research, Development, and Engineering (RD&E) expenses increased due to investments in product development initiatives and headcount. The company recorded a $253 million charge in the first six months of fiscal 2026 for a legal settlement related to export controls compliance. U.S. export regulations, particularly impacting sales to China, continue to pose a risk by limiting certain product and service offerings. Applied Materials has recorded $1.1 billion in investment tax credits under the CHIPS Act and anticipates further benefits from the One Big Beautiful Bill Act (OBBBA), which increases the investment tax credit to 35%. However, global minimum tax regimes, especially in Singapore, are expected to materially increase foreign taxes. The company generated $2.5 billion in operating cash flow in the first six months, utilizing $737 million for stock repurchases and $730 million for dividends. |
Source: SEC EDGAR filing text and events; period Aug 27, 2026; filed Aug 27, 2026.
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