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Source document· November 13, 2025

Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Results

View original at globenewswire.com
Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Results Record annual revenue $28.37 billion, up 4 percent year over yearRecord annual GAAP EPS $8.66 and record non-GAAP EPS $9.42, up 1 percent and 9 percent year over year, respectivelyQuarterly revenue $6.80 billion, down 3 percent year over yearQuarte…
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  • R&D investments targeted to create products enabling faster and more energy-efficient transistors, chips and systems

    80% confidence
  • Higher demand expected to begin in the second half of calendar 2026

    80% confidence
  • AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment

    80% confidence
  • Applied Materials is well positioned at the highest value technology inflections in the fastest growing areas of the market

    80% confidence
  • Applied Materials delivered its sixth consecutive year of growth in fiscal 2025

    80% confidence

Data points we hold from this source

Applied Materials, Inc. · cash7241 million_USD
Applied Materials, Inc. · debt6555 million_USD
Applied Materials, Inc. · gross margin48.0 percent
Applied Materials, Inc. · revenue us655 million_USD
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What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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