Applied Materials' first-quarter fiscal 2025 results reflect weakness in the Chinese market, Display and Adjacent and Corporate and Other segments.
Applied Materials, Inc. (NASDAQ:AMAT ) Q1 2025 Earnings Conference Call February 13, 2025 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President and Chief Executive Officer Brice Hill - Senior Vice President and Chief Financial Officer Conference Call Participants Toshiya Hari - Goldman Sachs Atif Malik - Citigroup Stacy Rasgon - Bernstein Research CJ Muse - Cantor Fitzgerald Vivek Arya - Bank of America Timothy Arcuri - UBS Securities Harlan Sur - JPMorgan Krish Sankar - TD Cowen Srini Pajjuri - Raymond James Brian Chin - Stifel Joe Quatrochi - Wells Fargo Charles Shi - Needham & Company Chris Caso - Wolfe Research Vijay Rakesh - Mizuho Mehdi Hosseini - Susquehanna Timm Schulze-Melander - Redburn Atlantic Operator Welcome to the Applied Materials First Quarter Fiscal 2025 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode.
Applied Materials, Inc. stock is falling after reporting Q1 2025 earnings. Margin improvement coupled with gradual revenue growth indicate solid long-term fundamentals. Despite some volatile price action, I think AMAT is a stock to hold for the long haul.
Applied Materials (AMAT 1.87%), a leader in semiconductor manufacturing equipment, announced its fiscal 2025 first-quarter earnings on Feb. 13. The company reported record revenue of $7.17 billion, a 7% increase from the same period last year.
The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Applied Materials (AMAT) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.13 per share a year ago.
Applied Materials forecast second-quarter revenue below market estimates on Thursday, expecting escalating geopolitical tensions and soft demand for memory chips used in consumer electronics to weigh on sales of its chipmaking equipment.
Applied Materials, Inc. AMAT will release its fourth-quarter financial results after the closing bell on Thursday, Feb. 13.
Applied Materials' Q1 results are likely to reflect the benefits of strong growth across its Semiconductor and AGS segments.
Evaluate the expected performance of Applied Materials (AMAT) for the quarter ended January 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
The S&P 500 index continued its uptrend this week and hovered near its all-time high after the Federal Reserve left interest rates unchanged and as the earnings season continued. According to FactSet, 62% of all companies in the S&P 500 index have already published their results.
Applied Materials stock price has remained in a tight range in the past few weeks as investors focused on the data center and artificial intelligence industry. AMAT was trading at $182.80 on Friday, down by over 28% from its highest level this year.