What is Applied Materials's software and technology licenses, net?

Applied Materials (AMAT) reported software and technology licenses, net of $1.30B in Q1 2026.

How has Applied Materials's software and technology licenses, net changed year-over-year?

Applied Materials's software and technology licenses, net increased by 332.3% year-over-year, from $300.00M to $1.30B.

What is the long-term trend for Applied Materials's software and technology licenses, net?

Over 5 years (2020 to 2025), Applied Materials's software and technology licenses, net has grown at a 25.4% compound annual growth rate (CAGR), from $260.00M to $806.00M.

What does software and technology licenses, net mean?

The net book value of the company's software and technology licenses.

Non-Current Assets

Software and Technology Licenses, Net

Applied Materials Software and Technology Licenses, Net increased by 39.6% to $1.30B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 332.3%, from $300.00M to $1.30B. Over 5 years (FY 2020 to FY 2025), Software and Technology Licenses, Net shows an upward trend with a 25.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement

SectionNon-Current Assets

CategoryEfficiency

SignalHigher is better

VolatilityModerate

First reportedQ4 2018

Last reportedQ2 2026May 21, 2026

How to read this metric

An increase suggests ongoing investment in technology and digital capabilities, which can drive long-term operational efficiency.

Detailed definition

This represents the capitalized cost of acquired software and technology licenses, net of accumulated amortization. It r...

Peer comparison

Increasingly important across the restaurant sector as companies invest in mobile apps, kiosks, and data analytics.

Metric ID: software_technology_licenses_net

Historical Data

21 periods

	Q2 '21	Q3 '21	Q4 '21	Q1 '22	Q2 '22	Q3 '22	Q4 '22	Q1 '23	Q2 '23	Q3 '23	Q4 '23	Q1 '24	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26	Q2 '26
Value	$251.00M	$248.00M	$229.00M	$262.00M	$588.00M	$561.00M	$691.00M	$606.00M	$521.00M	$421.00M	$345.00M	$351.00M	$340.00M	$348.00M	$314.00M	$312.00M	$300.00M	$443.00M	$806.00M	$929.00M	$1.30B
QoQ Change	—	-1.2%	-7.7%	+14.4%	+124.4%	-4.6%	+23.2%	-12.3%	-14.0%	-19.2%	-18.1%	+1.7%	-3.1%	+2.4%	-9.8%	-0.6%	-3.8%	+47.7%	+81.9%	+15.3%	+39.6%
YoY Change	—	—	—	—	+134.3%	+126.2%	+201.7%	+131.3%	-11.4%	-25.0%	-50.1%	-42.1%	-34.7%	-17.3%	-9.0%	-11.1%	-11.8%	+27.3%	+156.7%	+197.8%	+332.3%

Range$229.00M – $1.30B

CAGR+38.9%

Avg YoY Growth+64.4%

Median YoY Growth-9.0%

Current Streak4 quarters growth

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Frequently Asked Questions

What is Applied Materials's software and technology licenses, net?: Applied Materials (AMAT) reported software and technology licenses, net of $1.30B in Q1 2026.
How has Applied Materials's software and technology licenses, net changed year-over-year?: Applied Materials's software and technology licenses, net increased by 332.3% year-over-year, from $300.00M to $1.30B.
What is the long-term trend for Applied Materials's software and technology licenses, net?: Over 5 years (2020 to 2025), Applied Materials's software and technology licenses, net has grown at a 25.4% compound annual growth rate (CAGR), from $260.00M to $806.00M.
What does software and technology licenses, net mean?: The net book value of the company's software and technology licenses.