AMAT Applied Materials (AMAT) Q4 FY25 earnings call
Applied Materials concluded FY25 with record annual results, driven by strong performance in leading-edge foundry logic and DRAM, despite trade restrictions and an unfavorable market mix. The company is strategically positioned for significant growth in CY26 and beyond, anticipating accelerated wafer fab equipment spending in the second half of CY26, fueled by AI computing and advanced semiconductor technologies. Management is optimizing operations and R&D to capitalize on these opportunities.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
AMAT operating KPIs by quarter
| KPI | Jan 2026 Q1 FY26 | Apr 2026 Q2 FY26 | 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.