Applied Materials, Inc. (NASDAQ: AMAT ) reported Q1 earnings after the close Thursday, which was followed by a selloff of around 5% as I write this. The company turned in solid growth for the current quarter, achieved significant marginTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published ...

Applied Materials reported record revenue in its fiscal 2025 first quarter, but a significant overseas tax charge impacted its bottom line.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. That was just above the midpoint of management's guidance range of $6.75 billion to $7.55 billion. Non-GAAP earnings per share (E ...

For the quarter ended January 2025, Applied Materials (AMAT) reported revenue of $7.17 billion, up 6.8% over the same period last year. EPS came in at $2.38, compared to $2.13 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $7.15 billion, representing a surprise of +0.18%. The company delivered an EPS surprise of +4.39%, with the consensus EPS estimate being $2.28.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

First Quarter Fiscal 2025 Earnings Presentation February 13, 2025 Applied Materials External Forward-Looking Statements This presentation contains forward-looking statements, including those regarding anticipated growth and trends in our businesses and markets, industry outlooks and demand drivers, technology transitions, our business and financial performance and market share positions, our capital allocation and cash deployment strategies, our investment and growth strategies, our development of new produ ...

Exhibit 99.1 Investor Relations Contact: Liz Morali (408) 986-7977 liz_morali@amat.com | | | Q1 FY2025 | | Q1 FY2024 | Change | | --- | --- | --- | --- | --- | --- | | | | | | (In millions, except per share amounts and percentages) | | | Net revenue | $ | 7,166 | $ | 6,707 | 7% | | Gross margin | | 48.8 % | | 47.8 % | 1.0 point | | Operating margin | | 30.4 % | | 29.3 % | 1.1 points | | Net income | $ | 1,185 | $ | 2,019 | (41)% | | Diluted earnings per share | $ | 1.45 | $ | 2.41 | (40)% | | Non-GAAP Resul ...

Revenue $7.17 billion, up 7 percent year over yearGAAP gross margin 48.8 percent and non-GAAP gross margin 48.9 percentGAAP operating margin 30.4 percent and non-GAAP operating margin 30.6 percentGAAP EPS $1.45 and non-GAAP EPS $2.38, down 40 percent and up 12 percent year over year, respectivelyGenerated $925 million in cash from operations and distributed $1.64 billion to shareholders including $1.32 billion in share repurchases and $326 million in dividends SANTA CLARA, Calif., Feb. 13, 2025 (GLOBE NEWSW ...

Applied Materials (AMAT) is scheduled to report first-quarter fiscal 2025 results on Feb. 13.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.For the fiscal first quarter, AMAT expects net sales of $7.15 billion (+/-$400 million). The Zacks Consensus Estimate for revenues is pegged at $7.16 billion, suggesting a rise of 6.7% from the year-ago quarter’s reading.Applied Materials projects non-GAAP earnings in the range of $2.11-$2.47 per share. The Zacks Consensus Estimate for earnings ...

Despite holding on tight to its 10% gain for 2025, pressure sits sharply overhead at the $180 level for shares of semiconductor name Applied Materials (AMAT). Also keeping gains in check have been both the 20- and 200-day moving averages, the latter thwarting a breakout attempt and ending a six-day win streak on Jan. 22. This overhead resistance may be preceding a correction, however, as AMAT has landed on Senior Quantitative Analyst Rocky White’s list of the 25 best stocks to own in February.Specifically, ...

Shares of Applied Materials Inc. AMAT have risen by 9.11% this year despite last week’s declines in semiconductor-linked companies fueled by the emergence of DeepSeek’s V3 chatbot. Here’s what the company’s technical and fundamental metrics reveal.What Happened: Applied Materials is a U.S. company that provides equipment, services, and software for manufacturing semiconductors, displays, and solar products to chipmakers.While most semiconductor-linked and chipmaker stocks took a hit after DeepSeek’s chatbot ...

Core Insights - Applied Materials, Inc. announced the recipients of its Supplier Excellence Awards, recognizing outstanding contributions in technical and operational performance over the past year [1][2] - The awards highlight key performance areas such as quality, service, sustainability, lead time, delivery, cost, and responsiveness [1][2] Supplier Excellence Award Recipients - The following companies received awards for their exceptional performance: - Best in Class Performance: Adecco, EDIS Anlagenbau GmbH, ETLA Limited, Foxsemicon Integrated Technology Inc., KSM Component Co., Ltd., Rapid Manufacturing, Richport Technology Pte Ltd., Sumitomo Heavy Industries, Ltd., TRUMPF Huettinger, Inc. [3] - Excellence in Aftermarket Support: Ferrotec Holdings Corporation [3] - Excellence in New Product Support: NorCal Engineering Inc. [3] - Excellence in Sustainability: SMC Corporation [3] - Excellence in Quality: Brooks Instrument [3] Industry Context - The semiconductor industry is experiencing significant advancements driven by global megatrends such as artificial intelligence and the Internet of Things, necessitating collaboration with suppliers to innovate in materials engineering [2]