AMAT · Applied Materials Inc · Webcasts, Transcripts & Audio
$377.24
+1.66 (+0.44%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$299.38B
Shares
793.60M
Volume · Oct 23
6.92M
Avg daily vol (3M)
7.06M
Applied Materials Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Applied Materials Inc (AMAT), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
Add these events to your calendar (.ics)
Earnings call
FY26 · Q4
2026-11-12
Applied Materials Inc (AMAT) Q4 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-09-09
Applied Materials Inc (AMAT) September 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-08
Applied Materials Inc (AMAT) September 8, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-08-13
Applied Materials Inc (AMAT) Q3 2026 Earnings Call Transcript
Confident tone
Advanced packaging leadership
AI-driven demand and growth outlook
Advanced services (AGS) growth
Revenue
$9.12B
▲ 24.8% YoY Diluted EPS
$3.17
▲ 42.8% YoY Gross margin
50.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-02
Applied Materials Inc (AMAT) June 2, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-28
Applied Materials Inc (AMAT) May 28, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-05-14
Applied Materials Inc (AMAT) Q2 2026 Earnings Call Transcript
Confident tone
Advanced packaging and HBM
DRAM and memory
ICAPS / NAND digestion and mature node outlook
Revenue
$7.91B
▲ 11.4% YoY Diluted EPS
$3.51
▲ 33.5% YoY Gross margin
49.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-02
Applied Materials Inc (AMAT) March 2, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-02-12
Applied Materials Inc (AMAT) Q1 2026 Earnings Call Transcript
Confident tone
Advanced packaging
NAND and ICAPS
EPIC co-development platform with Samsung
Revenue
$7.01B
▼ 2.1% YoY Diluted EPS
$2.54
▲ 75.2% YoY Gross margin
49.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-13
Applied Materials Inc (AMAT) Q4 2025 Earnings Call Transcript
Confident tone
Leading-edge foundry/logic and DRAM share gains
High-bandwidth memory (HBM) and advanced packaging
Inflection-focused innovation strategy and product launches
Revenue
$6.80B*
▼ 3.5% YoY Gross margin
48.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-08-14
Applied Materials Inc (AMAT) Q3 2025 Earnings Call Transcript
Positive tone
China demand and export license uncertainty
AI-driven secular growth and device inflections
Tariffs and macro/policy environment
Revenue
$7.30B
▲ 7.7% YoY Diluted EPS
$2.22
▲ 8.3% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-05-15
Applied Materials Inc (AMAT) Q2 2025 Earnings Call Transcript
Confident tone
China / trade restrictions
Leading-edge foundry-logic
Advanced DRAM / HBM
Revenue
$7.10B
▲ 6.8% YoY Diluted EPS
$2.63
▲ 27.7% YoY Gross margin
49.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-02-24
Applied Materials Inc (AMAT) Q1 2025 Earnings Call Transcript
Confident tone
China trade restrictions
Device architecture inflections
Advanced packaging and HBM
Revenue
$7.17B
▲ 6.8% YoY Diluted EPS
$1.45
▼ 39.8% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-11-14
Applied Materials Inc (AMAT) Q4 2024 Earnings Call Transcript
Confident tone
China and ICAPS exposure
DRAM and HBM growth
Gate-all-around and leading-edge logic inflections
Revenue
$7.04B*
▲ 4.8% YoY Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-08-15
Applied Materials Inc (AMAT) Q3 2024 Earnings Call Transcript
Confident tone
DRAM and high-bandwidth memory
ICAPS / specialty markets
Financial performance / margins
Revenue
$6.78B
▲ 5.5% YoY Diluted EPS
$2.05
▲ 10.8% YoY Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-15
Applied Materials Inc (AMAT) Q1 2024 Earnings Call Transcript
Confident tone
DRAM and High-Bandwidth Memory
ICAPS market
Leading-edge foundry-logic and gate-all-around inflection
Revenue
$6.71B
▼ 0.5% YoY Diluted EPS
$2.41
▲ 19.3% YoY Gross margin
47.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-12-12
Applied Materials Inc (AMAT) Q4 2023 Earnings Call Transcript
Revenue
$6.72B*
▼ 0.4% YoY Gross margin
47.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-08-17
Applied Materials Inc (AMAT) Q3 2023 Earnings Call Transcript
Revenue
$6.42B
▼ 1.5% YoY Diluted EPS
$1.85
▲ 0% YoY Gross margin
46.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-05-18
Applied Materials Inc (AMAT) Q2 2023 Earnings Call Transcript
Revenue
$6.63B
▲ 6.2% YoY Diluted EPS
$1.86
▲ 6.9% YoY Gross margin
46.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-02-28
Applied Materials Inc (AMAT) Q1 2023 Earnings Call Transcript
Revenue
$6.74B
▲ 7.5% YoY Diluted EPS
$2.02
▲ 1% YoY Gross margin
46.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-12-14
Applied Materials Inc (AMAT) Q4 2022 Earnings Call Transcript
Revenue
$6.75B*
▲ 10.2% YoY Gross margin
45.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-08-18
Applied Materials Inc (AMAT) Q3 2022 Earnings Call Transcript
Revenue
$6.52B
▲ 5.2% YoY Diluted EPS
$1.85
▼ 1.1% YoY Gross margin
46.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-05-19
Applied Materials Inc (AMAT) Q2 2022 Earnings Call Transcript
Revenue
$6.25B
▲ 11.9% YoY Diluted EPS
$1.74
▲ 21.7% YoY Gross margin
46.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-02-16
Applied Materials Inc (AMAT) Q1 2022 Earnings Call Transcript
Revenue
$6.27B
▲ 21.5% YoY Diluted EPS
$2.00
▲ 63.9% YoY Gross margin
47.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-11-18
Applied Materials Inc (AMAT) Q4 2021 Earnings Call Transcript
Revenue
$6.12B*
▲ 30.6% YoY Gross margin
48.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-09-08
Applied Materials Inc (AMAT) Q3 2021 Earnings Call Transcript
Revenue
$6.20B
▲ 41% YoY Diluted EPS
$1.87
▲ 105.5% YoY Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-05-20
Applied Materials Inc (AMAT) Q2 2021 Earnings Call Transcript
Revenue
$5.58B
▲ 41.1% YoY Diluted EPS
$1.43
▲ 74.4% YoY Gross margin
47.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-02-18
Applied Materials Inc (AMAT) Q1 2021 Earnings Call Transcript
Revenue
$5.16B
▲ 24% YoY Diluted EPS
$1.22
▲ 27.1% YoY Gross margin
45.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-11-12
Applied Materials Inc (AMAT) Q4 2020 Earnings Call Transcript
Revenue
$4.69B
▲ 24.9% YoY Diluted EPS
$1.23
▲ 64% YoY Gross margin
45.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-08-13
Applied Materials Inc (AMAT) Q3 2020 Earnings Call Transcript
Revenue
$4.39B
▲ 23.4% YoY Diluted EPS
$0.91
▲ 49.2% YoY Gross margin
44.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-05-14
Applied Materials Inc (AMAT) Q2 2020 Earnings Call Transcript
Revenue
$3.96B
▲ 11.8% YoY Diluted EPS
$0.82
▲ 17.1% YoY Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-02-12
Applied Materials Inc (AMAT) Q1 2020 Earnings Call Transcript
Revenue
$4.16B
▲ 10.9% YoY Diluted EPS
$0.96
▲ 20% YoY Gross margin
44.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
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