Applied Materials, Inc. (AMAT) Earnings Call Analysis

NASDAQ · Technology · Semiconductor Equipment & Materials

Earnings Reports

• Applied Materials (AMAT) Q1 2026: Semiconductor Equipment Set to Grow 20%+ on AI-Driven Demand Surge
  June 15, 2026
• Applied Materials (AMAT) Q2 2026: Semiconductor Systems Revenue Up 16% as AI-Driven Demand Extends Multi-Year Growth Visibility
  May 18, 2026
• Applied Materials (AMAT) Q4 2025: Gross Margin Hits 25-Year High as AI-Driven Mix Shifts
  November 14, 2025
• Applied Materials (AMAT) Q3 2025: China Revenue Drops $500M as Leading Edge Order Timing Stalls
  August 14, 2025
• Applied Materials (AMAT) Q2 2025: Leading Edge and AI Demand Drive Record Margins, Strategic Positioning Strengthens
  June 10, 2025
• Applied Materials (AMAT) Q4 2024: Gate-All-Around Node Revenue Set to Double, Extending Technology Inflection Tailwind
  November 14, 2024
• Applied Materials (AMAT) Q3 2024: Advanced Packaging Revenue Surges 55% as AI Demand Reshapes Mix
  August 15, 2024
• Applied Materials (AMAT) Q2 2024: Gate-All-Around Revenue Hits $2.5B as AI and Packaging Demand Accelerate
  May 16, 2024
• Applied Materials (AMAT) Q1 2024: DRAM Share Up 10 Points, Advanced Packaging Revenue Hits $1.5B Run Rate
  February 15, 2024
• Applied Materials (AMAT) Q4 2023: China Drives 44% Revenue Mix, Offsetting ICAPS Slowdown
  November 16, 2023

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