AMAT Applied Materials (AMAT) Q3 FY26 earnings call
Applied Materials delivered record Q3 FY26 results, driven by the rapid global build-out of AI infrastructure and strong demand for advanced chips. The company is confident in outgrowing the overall market in 2026 and expects another strong year in 2027, supported by increased customer visibility and multi-year commitments. Strategic investments in AI-enabling technologies, advanced packaging, and service solutions are expanding gross margins and positioning Applied Materials for sustained growth.
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AMAT operating KPIs by quarter
| KPI | Jan 2026 Q1 FY26 | Apr 2026 Q2 FY26 | This call Jul 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Connected chambers AIx | 30K+Today, we have more than 30,000 chambers connected to AIx servers using AI-powered monitoring, diagnostics and analytics.Source: earnings call transcript | 35K+Today, we have more than 35,000 chambers connected to our proprietary AIx software capabilities that use AI-powered monitoring, diagnostics and analytics.Source: earnings call transcript | 37K+We already have more than 37,000 chambers in the field connected to our proprietary AIX software capabilities and use AI-powered monitoring, diagnostics and predictive analytics.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.