AMAT · Applied Materials Inc /De
$536.25
-26.55 (-4.72%)
At close · Jul 24
Market Cap
$425.76B
Shares
793.96M
Applied Materials Inc Earnings Call Transcripts
Every quarterly earnings call for Applied Materials Inc (AMAT) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
LATEST
▲11.4%
$7.91B
$2.81B
'26 Q2
26-05-14
Earnings call
FY26 · Q3
2026-08-13
Q3 2026 Applied Materials Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-28
Bernstein Strategic Decisions Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-05-14
Applied Materials Inc /De Q2 FY2026 Earnings Call
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
Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-02-12
Applied Materials Inc /De Q1 FY2026 Earnings Call
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 /De Q4 FY2025 Earnings Call
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 /De Q3 FY2025 Earnings Call
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 /De Q2 FY2025 Earnings Call
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 /De Q1 FY2025 Earnings Call
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 /De Q4 FY2024 Earnings Call
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 /De Q3 FY2024 Earnings Call
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 /De Q1 FY2024 Earnings Call
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 /De Q4 FY2023 Earnings Call
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 /De Q3 FY2023 Earnings Call
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 /De Q2 FY2023 Earnings Call
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 /De Q1 FY2023 Earnings Call
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 /De Q4 FY2022 Earnings Call
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 /De Q3 FY2022 Earnings Call
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 /De Q2 FY2022 Earnings Call
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 /De Q1 FY2022 Earnings Call
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 /De Q4 FY2021 Earnings Call
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 /De Q3 FY2021 Earnings Call
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 /De Q2 FY2021 Earnings Call
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 /De Q1 FY2021 Earnings Call
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 /De Q4 FY2020 Earnings Call
Revenue
$4.69B
▲ 24.9% YoY Diluted EPS
$1.23
Gross margin
45.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-08-13
Applied Materials Inc /De Q3 FY2020 Earnings Call
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 /De Q2 FY2020 Earnings Call
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 /De Q1 FY2020 Earnings Call
Revenue
$4.16B
▲ 10.9% YoY Diluted EPS
$0.96
▲ 20% YoY Gross margin
44.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
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CUSIP
038222105
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