Applied Materials (AMAT)
AI-powered earnings call analysis for Applied Materials. Get insights from quarterly earnings reports with our AI-generated podcast. Educational content only - not investment advice.
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Next Episode
Applied Materials earnings call scheduled for Nov 12, 2026 (after market close)
New episode expected Nov 13, 2026
Latest Episode
Q3 2026 Earnings
6:49 • 8/14/2026
All Episodes
Q3 2026 Earnings
6:49Record Q3 revenue of $9.1B (+25% YoY) with 34% operating margin; Q4 guidance $10.25B (+51% YoY) reflects strong AI-driven demand with confidence to outperform the semiconductor equipment market.
Q2 2026 Earnings
7:19Applied Materials delivered record Q2 revenue of $7.91B (+13% seq, +11% YoY) with 50% gross margin, driven by AI infrastructure demand; Q3 guidance of $8.95B revenue (+23% YoY) reflects confidence in sustained multiyear growth as customers provide 8-quarter forecasts.
Q1 2026 Earnings
6:47AI-generated analysis of AMAT's Q1 2026 earnings call.
