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AMAT · Applied Materials Inc /De · Earnings Call Transcripts & Audio

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$463.73 -5.12 (-1.09%)
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$368.82B
Shares
793.60M

Applied Materials Inc Earnings Call Transcripts

Quarterly earnings calls for Applied Materials Inc (AMAT), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲5.2% $6.52B $1.61B '22 Q3 22-08-18 ▲10.2% $6.75B $1.59B '22 Q4 22-12-14 ▲7.5% $6.74B $1.72B '23 Q1 23-02-28 ▲6.2% $6.63B $1.57B '23 Q2 23-05-18 ▼1.5% $6.42B $1.56B '23 Q3 23-08-17 ▼0.4% $6.72B $2.00B '23 Q4 23-12-12 ▼0.5% $6.71B $2.02B '24 Q1 24-02-15 ▲5.5% $6.78B $1.71B '24 Q3 24-08-15 ▲4.8% $7.04B $1.73B '24 Q4 24-11-14 ▲6.8% $7.17B $1.19B '25 Q1 25-02-24 ▲6.8% $7.10B $2.14B '25 Q2 25-05-15 ▲7.7% $7.30B $1.78B '25 Q3 25-08-14 ▼3.5% $6.80B $1.90B '25 Q4 25-11-13 ▼2.1% $7.01B $2.03B '26 Q1 26-02-12 ▲11.4% $7.91B $2.81B '26 Q2 26-05-14 LATEST ▲24.8% $9.12B $2.54B '26 Q3 26-08-13
Conference
Investor event
2026-09-09
Applied Materials Inc (AMAT) September 2026 Conference
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-05-28
Applied Materials Inc (AMAT) May 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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-03-02
Applied Materials Inc (AMAT) March 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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts CIK 6951 CUSIP 038222105 13F (30d) 1205 filings 1138 filers Visit website Investor relations