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Applied Materials AMAT Semiconductor Systems — Revenue
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Where this comes from
Reported directly by Applied Materials in its filing.
Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
The source filing: Applied Materials’s 10-Q, filed May 21, 2026.
- Filed
- May 21, 2026, 4:01 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001628280-26-037227
| Three Months Ended April 26, 2026 | Semiconductor Systems / (In millions, except percentages) | Applied Global Services / (In millions, except percentages) | Other / (In millions, except percentages) | Total |
|---|---|---|---|---|
| Revenue | $5,965 | $1,665 | $280 | $7,910 |
| Cost of products sold | 2,701 | 1,088 | 174 | 3,963 |
| Gross profit | $3,264 | $577 | $106 | $3,947 |
| Gross margin | 54.7% | 34.7% | 49.9% | |
| Operating expenses: | ||||
| Research, development and engineering | 865 | 20 | 142 | 1,027 |
| Selling, general and administrative | 307 | 70 | 20 | 397 |
| Operating income (loss) | $2,092 | $487 | $(56) | $2,523 |
Item 1. Financial Statements (Unaudited)
FAQ
- What is Applied Materials's semiconductor systems — revenue?
- Applied Materials (AMAT) reported semiconductor systems — revenue of $5.97B in Q1 2026.
- How has Applied Materials's semiconductor systems — revenue changed year-over-year?
- Applied Materials's semiconductor systems — revenue increased by 10.4% year-over-year, from $5.4B to $5.97B.
- What is the long-term trend for Applied Materials's semiconductor systems — revenue?
- Over 2 years (2023 to 2025), Applied Materials's semiconductor systems — revenue has grown at a 3.7% compound annual growth rate (CAGR), from $19.7B to $21.19B.
- What does semiconductor systems — revenue mean?
- This represents the total net sales generated from the Semiconductor Systems segment, which designs and manufactures equipment used in the fabrication of semiconductor wafers. It reflects the company's primary revenue stream from its core wafer fabrication equipment (WFE) business. This metric is a key indicator of market demand for semiconductor manufacturing capacity.
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