Applied Materials expects the first half of next year to be relatively flat, but some analysts say AI-driven demand for leading edge chips and DRAM should lead to acceleration in the latter half.
AMAT tops Q4 estimates with higher revenues and strong cash returns, even as year-over-year earnings and key segments decline.
Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) late Thursday reported better than expected financial results for its fourth quarter 2025 but sees its sales and earnings continuing to fall into the next quarter. The semiconductor equipment maker posted adjusted earnings per share for the period that fell 6% year over year to $2.17, surpassing the $2.11 analyst consensus estimate provided by FactSet.
| Semiconductors Industry | Technology Sector | Gary E. Dickerson CEO | NASDAQ (NGS) Exchange | 038222105 CUSIP |
| US Country | 36,000 Employees | 20 Nov 2025 Last Dividend | 17 Apr 2002 Last Split | 5 Oct 1972 IPO Date |
Applied Materials, Inc. is a leading provider in the manufacturing equipment, services, and software sector for the semiconductor, display, and related industries. Founded in 1967 and headquartered in Santa Clara, California, the company has carved a niche for itself by offering a broad range of products and services that cater to the needs of the semiconductor and display manufacturing sectors. Applied Materials operates globally, with significant presences in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company’s operations are segmented into three main divisions: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets, each focusing on specific needs of its diverse client base.
This segment is focused on the development, manufacture, and sale of a variety of manufacturing equipment used in the fabrication of semiconductor chips or integrated circuits. Technologies offered include:
This segment delivers integrated solutions aimed at optimizing equipment and fabrication performance and productivity. Services include:
These services and products are designed for semiconductor, display, and other product manufacturers, emphasizing efficiency and reliability.
Applied Materials' expertise extends into the display sector, offering products for the manufacture of:
These products are vital for TVs, monitors, laptops, personal computers, electronic tablets, smartphones, and other consumer-oriented devices. The segment focuses on providing cutting-edge technologies to keep pace with the evolving demand for better and more efficient display technologies.