Business Segments · Accounts receivable

Semiconductor Systems — Accounts receivable

Applied Materials Semiconductor Systems — Accounts receivable increased by 30.7% to $4.82B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.1%, from $4.93B to $4.82B. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryLiquidity
SignalLower is better
VolatilityModerate
First reportedQ4 2023
Last reportedQ2 2026May 21, 2026

How to read this metric

An increasing balance relative to sales may indicate slower customer payments or potential credit risk, while a decreasing balance suggests efficient collection cycles.

Detailed definition

This represents the balance of payments owed to the Semiconductor Systems segment by customers for wafer fabrication equ...

Peer comparison

Standard across the semiconductor equipment industry, reflecting the typical payment terms offered to large foundry and logic chipmaker customers.

Metric ID: amat_segment_semiconductor_systems_accounts_receivable

Historical Data

7 periods
 Q4 '23Q4 '24Q1 '25Q2 '25Q4 '25Q1 '26Q2 '26
Value$3.94B$3.82B$4.78B$4.93B$3.73B$3.69B$4.82B
QoQ Change-3.2%+25.2%+3.1%-24.2%-1.2%+30.7%
YoY Change-3.2%-2.2%-22.8%-2.1%
Range$3.69B$4.93B
CAGR+14.3%
Avg YoY Growth-7.6%
Median YoY Growth-2.7%

Frequently Asked Questions

What is Applied Materials's semiconductor systems — accounts receivable?
Applied Materials (AMAT) reported semiconductor systems — accounts receivable of $4.82B in Q1 2026.
How has Applied Materials's semiconductor systems — accounts receivable changed year-over-year?
Applied Materials's semiconductor systems — accounts receivable decreased by 2.1% year-over-year, from $4.93B to $4.82B.
What does semiconductor systems — accounts receivable mean?
The total amount of money owed to the semiconductor equipment segment by customers for products already delivered.