$AMATApplied Materials, Inc. · Memory & semicap
Applied Materials (AMAT) Next Earnings Date & AI Catalysts
The largest maker of chipmaking equipment.
Profile
Industry (SEC SIC)
Semiconductors & Related Devices
Semiconductors & Related Devices
AI angle
Applied Materials sells deposition, etch and other tools used to build leading-edge logic, DRAM and HBM. AI chip demand drives foundry and memory capex, its key end market; export rules on China are a recurring risk.
Key metrics
Revenue (latest quarter) $9.12B
10-Q period ended 2026-07-26; +25% y/y · SEC filing
Gross margin 50.3%
Gross profit / revenue, same quarter · SEC filing
Operating income $3.08B
Same quarter; 34% operating margin · SEC filing
Key risks (from filings)
- “Global trade issues and changes in and uncertainties with respect to trade policies and export regulations, including import and export license requirements, trade sanctions, tariffs and…” — 10-K risk factor (filed 2025-12-12) · source
- “Supply chain disruptions, manufacturing interruptions or delays, or the failure to accurately forecast customer demand, could affect our ability to meet customer demand, lead to higher…” — 10-K risk factor (filed 2025-12-12) · source
Upcoming catalysts for $AMAT
Thu, Nov 12, 2026
Nov
12
Applied Materials, Inc. quarterly earnings
Largest chip-equipment maker; AI-driven foundry/DRAM spend. Date confirmed by the company.
Source: ir.appliedmaterials.com
Recent catalysts
No recent catalysts tracked.
Upcoming earnings
Recap of $AMAT's next earnings date — same expected / confirmed labeling as above.
Nov 12, 2026