Applied Materials Inc
AMAT
ISIN US0382221051 / Valor 908542
Applied Materials Inc
UMushroom community rating:
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 (01.03.2025):
Revenue Growth
In the first quarter of fiscal year 2025, Applied Materials Inc. reported a revenue of $7.17 billion, marking a 7% increase compared to the same quarter in the previous year. This growth reflects the company's strong performance and its ability to capitalize on industry trends.
Profit Margins
Applied Materials Inc. achieved a GAAP gross margin of 48.8% and a non-GAAP gross margin of 48.9% in Q1 FY2025. The operating margins also saw an increase, with GAAP operating margin at 30.4% and non-GAAP operating margin at 30.6%, indicating improved operational efficiency.
Earnings Per Share
The company reported a GAAP earnings per share (EPS) of $1.45, which represents a 40% decrease year over year. However, the non-GAAP EPS increased by 12% to $2.38, showcasing the company's ability to maintain strong earnings performance despite certain challenges.
Cash Flow and Shareholder Returns
During the first quarter of fiscal 2025, Applied Materials Inc. generated $925 million in cash from operations. The company returned $1.64 billion to shareholders, which included $1.32 billion in share repurchases and $326 million in dividends, demonstrating its commitment to delivering value to shareholders.
Business Outlook
Looking ahead to the second quarter of fiscal 2025, Applied Materials Inc. expects total net revenue to be approximately $7.1 billion, with a non-GAAP gross margin of 48.4% and non-GAAP diluted EPS of $2.30, plus or minus $0.18. The company remains optimistic about continued customer investments despite potential export control challenges.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
135747 M
Market cap (USD)
15,563,959
Daily traded volume (Shares)
164.95 / 162
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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EPS (USD)
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Ratings & reviews
Tej Ram Kumpakha
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