Q4 FY2026 call
FetchingApplied Materials Inc. reported on November 12, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
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The latest quarter (ended October 25, 2026) is from Applied Materials’s earnings press release of November 12, 2026. It will be replaced by the official annual report (10-K) once Applied Materials files it.
Just reported
From Applied Materials Inc.'s results release of November 12, 2026; its quarterly report has since been filed.
Actual
$9.12B
+25% y/y
+15% q/q
Guided
—
No guide given
Actual
$3.17
+43% y/y
-9.7% q/q
Guided
—
No guide given
EPS, adjusted: $4.16
| Measure | 3 months toJul 26, 2026 | 3 months toJul 27, 2025 | Change |
|---|---|---|---|
| Total Revenue | $9.1B | $7.3B | +24.83% |
| Profit per share | $3.17 | $2.22 | +42.79% |
| Free Cash Flow | $2.3B | $2.1B | +13.66% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
Applied Materials Inc. reported on November 12, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Applied Materials delivered record results in fiscal 2026, and we are on track to grow our Semiconductor Systems business more than 40 percent in our calendar 2026,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
The quote, the company description and the latest quarter come from Applied Materials’s earnings press release (an Item 2.02 8-K) filed November 12, 2026. Earlier quarters come from its quarterly and annual reports, and the latest will be replaced once the official report is filed. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Makes and services the machines chipmakers use to build, inspect and package chips, and sells software and equipment for related factories.
Actual
$3.08B
+38% y/y
+22% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every Applied Materials Inc. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.