Other

Contract with Customer, Liability

Applied Materials Contract with Customer, Liability increased by 4.0% to $2.57B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.2%, from $2.49B to $2.57B. Over 5 years (FY 2020 to FY 2025), Contract with Customer, Liability shows an upward trend with a 14.2% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ4 2018
Last reportedQ2 2026May 21, 2026

How to read this metric

An increase indicates higher deferred revenue and future service obligations, while a decrease suggests revenue is being recognized faster than new prepayments are received.

Detailed definition

This represents the obligation to transfer services to a customer for which the entity has received consideration or for...

Peer comparison

Similar to deferred revenue or contract liabilities reported by other asset management and financial services companies.

Metric ID: other_contract_with_customer_liability

Historical Data

21 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Value$1.71B$1.69B$2.08B$2.40B$2.59B$2.83B$3.14B$3.08B$3.37B$3.50B$2.98B$3.15B$2.61B$2.74B$2.85B$2.45B$2.49B$2.47B$2.57B$2.47B$2.57B
QoQ Change-1.1%+23.0%+15.5%+8.1%+9.2%+11.1%-1.9%+9.4%+3.7%-14.9%+5.8%-17.0%+5.0%+3.9%-13.9%+1.6%-0.8%+3.9%-3.7%+4.0%
YoY Change+51.8%+67.5%+51.3%+28.6%+30.2%+23.7%-5.3%+2.1%-22.6%-21.6%-4.2%-22.1%-4.6%-9.9%-9.9%+0.8%+3.2%
Range$1.69B$3.50B
CAGR+8.5%
Avg YoY Growth+9.4%
Median YoY Growth+0.8%

Frequently Asked Questions

What is Applied Materials's contract with customer, liability?
Applied Materials (AMAT) reported contract with customer, liability of $2.57B in Q1 2026.
How has Applied Materials's contract with customer, liability changed year-over-year?
Applied Materials's contract with customer, liability increased by 3.2% year-over-year, from $2.49B to $2.57B.
What is the long-term trend for Applied Materials's contract with customer, liability?
Over 5 years (2020 to 2025), Applied Materials's contract with customer, liability has grown at a 14.2% compound annual growth rate (CAGR), from $1.32B to $2.57B.
What does contract with customer, liability mean?
The value of services owed to customers for which payment has already been received.