Applied Materials Inc
AMAT
ISIN null / Valor 908542
Applied Materials Inc
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About company
Applied Materials Inc is a leading company in the semiconductor and display equipment industry, known for its comprehensive portfolio of manufacturing solutions and services. The company specializes in developing innovative materials engineering solutions that are crucial for the production of advanced semiconductor devices. With a global manufacturing footprint that includes operations in Austin, Texas; Singapore; Germany; Israel; Italy; Korea; Taiwan; and the United States, Applied Materials plays a pivotal role in the semiconductor supply chain. The company's expertise in integrating proprietary and commercial parts, components, and subassemblies is essential for building sophisticated systems that meet the industry's evolving demands. Applied Materials is at the forefront of addressing the challenges posed by the transition to smaller process nodes in semiconductor manufacturing. Through its suite of materials-shaping solutions, the company enables scaling in terms of area and cost, while enhancing power and performance of semiconductor devices. This is particularly significant in the context of increasing requirements for semiconductor innovation, driven by the growth of artificial intelligence (AI) and other advanced technologies. Applied Materials' Integrated Materials Solutions exemplify its approach to combining multiple processes, including customized metrology and sensors, within a single system. This integration facilitates the creation of faster, more efficient chips, catering to the semiconductor industry's need for improved performance and lower power consumption.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (22.10.2025):
Applied Materials Inc. reported its third quarter of fiscal year 2025 with record revenue and improved margins, demonstrating continued growth and strong financial performance. The company achieved significant year-over-year increases in both GAAP and non-GAAP earnings per share, reflecting its robust operational efficiency and market position.
Record Revenue Growth
Net revenue reached $7.30 billion, an 8% increase compared to the third quarter of fiscal 2024. This marks the sixth consecutive year of revenue growth for Applied Materials Inc., underscoring its sustained market expansion.
Enhanced Margins
GAAP gross margin improved to 48.8%, up from 47.3% in the same quarter last year. Similarly, non-GAAP gross margin increased to 48.9%. Operating margins also saw growth, with GAAP operating margin at 30.6% and non-GAAP operating margin at 30.7%, both up from the previous year.
Strong Earnings Performance
GAAP earnings per share (EPS) rose by 8% to $2.22, while non-GAAP EPS surged by 17% to a record $2.48. These improvements reflect Applied Materials Inc.'s effective cost management and revenue growth strategies.
Positive Business Outlook
For the fourth quarter of fiscal 2025, Applied Materials Inc. expects total net revenue of approximately $6.7 billion with a non-GAAP gross margin of 48.1% and non-GAAP diluted EPS around $2.11. Although a revenue decline is anticipated in the fourth quarter, the company remains optimistic about its long-term growth prospects.
Segment Performance
The Semiconductor Systems segment led the growth with net revenue of $5.427 billion, up from $4.924 billion in Q3 FY2024. The Display segment also showed strong performance, with net revenue increasing to $263 million and operating income rising to $62 million.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
187315 M
Market cap (USD)
8,870,502
Daily traded volume (Shares)
164.95 / 162
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
Rowan Ireland
Jules Robin
Anshi Dev
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