Core Insights - The international operations of Applied Materials (AMAT) are crucial for assessing its financial resilience and growth prospects [1][2][3] - The company's total revenue for the quarter was 1.67 billion, accounting for 23.26% of total revenue, with a surprising increase of 40.93% compared to expectations [5] - Taiwan contributed 2.24 billion, or 31.30% of total revenue, but fell short of expectations by 16.07% [7] - Europe generated 540 million, representing 7.54% of total revenue, also missing expectations by 4.72% [9] - Southeast Asia accounted for 7.13 billion for the current fiscal quarter, indicating a 7.2% increase year-over-year [11] - For the full year, total revenue is expected to reach $29.1 billion, reflecting a 7.1% increase from the previous year [13] Conclusion - The reliance on international markets presents both opportunities and challenges for Applied Materials, making the tracking of international revenue trends essential for future projections [14][15]
International Markets and Applied Materials (AMAT): A Deep Dive for Investors