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]

Core Viewpoint - Applied Materials, Inc. (AMAT) has shown significant stock performance, rising 16% over the past month, outperforming the Zacks Electronics - Semiconductors industry, the S&P 500, and other industry peers [1] Group 1: Technological Leadership and Growth - AMAT's focus on advanced semiconductor nodes has positioned it as a leader in industry innovation, with revenues from advanced nodes exceeding $2.5 billion in fiscal 2024 and projected to double by fiscal 2025 due to demand in AI, HPC, and 5G technologies [2] - The company's diversification into advanced packaging technologies has resulted in revenues tripling over four years, reaching $1.7 billion in fiscal 2024, maintaining its relevance in system-on-chip designs [3] - Initiatives like the EPIC platform and Silicon Valley EPIC Center demonstrate AMAT's commitment to customer innovation and cost optimization, reinforcing its leadership in semiconductor manufacturing [4] Group 2: Financial Performance - In Q4 of fiscal 2024, AMAT reported revenues of $7.05 billion, a 5% year-over-year increase, surpassing the Zacks Consensus Estimate by 1.5%, with non-GAAP EPS rising 9% to $2.32, exceeding estimates by 6.4% [5] - The company's gross margin improved to 47.5%, reflecting operational efficiency while investing in advanced technologies, with projected revenue growth of 8% in fiscal 2025 and 6.8% in fiscal 2026, alongside EPS growth of 8.4% for both years [6] - AMAT has consistently outperformed earnings expectations, achieving an average surprise of 7.5% over the last four quarters, indicating strong execution capabilities [7] Group 3: Valuation and Market Position - AMAT trades at a forward 12-month P/E multiple of 20.46X, significantly lower than the industry average of 34.94X and its peers, making it an attractive option for value-conscious investors [10] - The stock's technical positioning shows strong bullish sentiment, trading above its 50-day moving average, suggesting further upside potential [12] Group 4: Challenges and Conclusion - AMAT faces challenges from cyclical downturns in the DRAM and NAND memory markets, as well as geopolitical tensions, particularly U.S.-China trade restrictions, which could impact its revenue base in China [14] - Broader macroeconomic concerns, including inflation and high interest rates, add uncertainty to the outlook [15] - Despite these challenges, AMAT's technological leadership, financial resilience, and attractive valuation make it a compelling long-term investment, with a recommendation to hold the stock [16][17]

Group 1 - Applied Materials, Inc. will hold its fiscal first quarter 2025 earnings conference call on February 13, 2025, at 4:30 p.m. ET / 1:30 p.m. PT [1] - The earnings call will be webcast live and a replay will be available on the same day starting at 8:00 p.m. ET / 5:00 p.m. PT [1] Group 2 - Applied Materials, Inc. is a leader in materials engineering solutions used in the production of chips and advanced displays globally [2] - The company's expertise lies in modifying materials at atomic levels and on an industrial scale, enabling customers to realize their possibilities [2] - Innovations from Applied Materials contribute to creating a better future [2]