Reported by TechPowerUp on . Summarized and analyzed by XAIPART Editorial.
What happened
Applied Materials reported revenue of $10.41 billion for its fourth quarter and fiscal year ended October 25, 2026.S1 The company described the revenue as a quarterly record.S1
On a GAAP basis, Applied Materials reported a gross margin of 50.4 percent, operating income of $3.66 billion and earnings per share of $3.40.S1 Operating income represented 35.1 percent of revenue.S1 On a non-GAAP basis, the company reported a gross margin of 50.6 percent, operating income of $3.68 billion and earnings per share of $4.16.S1 Non-GAAP operating income represented 35.3 percent of revenue.S1
Applied Materials generated $3.30 billion in cash from operations and distributed $2.42 billion to shareholders.S1 Share repurchases accounted for $2.00 billion, while dividends accounted for $421 million.S1 The source did not disclose segment revenue, product mix, order backlog, equipment lead times, capacity allocation or forward guidance.S1
| Metric | Reported value | Source |
|---|---|---|
| Quarterly revenue | $10.41 billion | S1 |
| GAAP gross margin | 50.4 percent | S1 |
| GAAP operating income | $3.66 billion | S1 |
| Non-GAAP EPS | $4.16 | S1 |
| Cash from operations | $3.30 billion | S1 |
| Shareholder distributions | $2.42 billion | S1 |
| Equipment lead time | Not disclosed | S1 |
| Forward guidance | Not disclosed | S1 |
Background timeline
XAIPART take
Technical impact
XAIPART analysis: The update does not identify which Applied Materials equipment or semiconductor process steps drove the reported performance, so it cannot support product-level design-in or capacity planning by itself. Buyers should use the disclosure gap as a reason to request platform-, product- and geography-specific lead-time information rather than treating company-level performance as evidence of component availability. XAIPART analysis
Market impact
XAIPART analysis: Strong reported profitability could support supplier investment, but it does not establish how quickly capacity will translate into shorter lead times or steadier allocations. Procurement teams should monitor quote-to-order conversion, backlog coverage and allocation performance through their distributors instead of assuming that improved supplier economics will eliminate delivery risk. XAIPART analysis
Action
XAIPART analysis: Ask each authorized distributor for current lead times, available inventory, forecast allocations and approved alternate parts on affected BOM lines. Engineering teams should compare those answers with approved lifecycle and qualification requirements before changing designs or adding alternates, because the report contains no component-specific availability data. XAIPART analysis
XAIPART Forecast
XAIPART expects Applied Materials to report quarterly revenue of at least $10.41 billion within 9 months; if the next disclosed quarterly revenue is below $10.41 billion, this forecast is wrong. This is a company-level revenue threshold, not a forecast of semiconductor component lead times or unit availability. XAIPART analysis
Facts are as reported by the cited source. The design-in, sourcing and forward-looking statements above are XAIPART's analysis, not the source's claims. The report relies on a single source and does not provide product-level capacity, allocation, lead-time or forward-guidance data.
Corrections: none at publication. This brief will be updated with a timestamp if the source corrects its report.
חלופות ומחזור חיים
| חלק | יחס | מחזור חיים | בסיס |
|---|---|---|---|
| — | אין חלופה בתיק נדרשים נתונים | — | דורש match_type לפני שתווית קודמת כלשהי תוכל להופיע |
תוויות "קודם" ו"חלופה" מגיעות רק מסוג התאמה מתועד, מסטטוס מחזור חיים או מטקסט המקור. היכן שלא תועדה התאמה, לא מוצגת תווית. המודעות שלנו אינן מהוות אמת מידה לשוק.
מה כדאי לעקוב אחריו
| טענה | סף | מאת | סטטוס |
|---|---|---|---|
| XAIPART expects Applied Materials to report quarterly revenue of at least $10.41 billion within 9 months | the next disclosed quarterly revenue is below $10.41 billion | within 9 months | Pending |
תחזיות שמתבררות כשגויות נשארות גלויות ומסומנות. איננו מוחקים אותן.
נוף תחרותי
- 25908 מודעות פעילות בקטגוריה זו ב-XAIPART
- 113 יצרנים מיוצגים
- 60 יצרנים המוזכרים בארכיון החדשות שלנו ב-30 הימים האחרונים
הספירות משקפות את קטלוג XAIPART בלבד — הן אינן נתח שוק.
חלקים מושפעים
אין התאמה בקטלוג. סיפור זה אינו ממופה לאף רכיב המופיע כעת ב-XAIPART. איננו מסיקים התאמות ואיננו מציגים רשימת ממלאי מקום.
לחץ עלויות לפי ממד
| Dimension | FRED series ID | Unit | Lag | As of |
|---|---|---|---|---|
| Input cost | PCOPPUSDM, PALUMUSDM, PNICKUSDM | USD/mt | 52 d | |
| Supply/demand | PCU334413334413, IPG3344S | index(1982=100) / index(2017=100) | 46 d | |
| FX & energy | DEXCHUS, DCOILBRENTEU, DHHNGSP | rate / USD/bbl / USD/MMBtu | 5 d |
No free authoritative interface for: gold · silver · rare earth · polysilicon · lithium carbonate · market share — listed rather than approximated.
כיצד זה נוצר
ראיות תהליך — שליפה, תקינות מקור, מודל ושער
| Source fetched | TechPowerUp · www.techpowerup.com · 1,589 chars · fetch status success |
|---|---|
| Source sanity (S1) | ok — passed before any model call (no s1_ block recorded) |
| Model / prompt | MiniMax-M3.1-Flash · prompt Blog Agent - News Summary (v2.8-final) · 7,503 tokens · 25.5s · run completed |
| Gate | verdict pass · 6/6 applicable checks passed · spec v2.9 · C10 ratio 0.069504 · C10 rounds 0 |
| Time contract | 3 <time datetime> values in this brief — 0 violations (+08:00 or date-only) |
כל שורה לעיל נוצרת על ידי הצינור, לא נכתבת ביד.
תגובות
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