Applied Materials Capitalized Contract Costs, Net increased by 21.4% to $278.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 9.4%, from $307.00M to $278.00M. Over 3 years (FY 2022 to FY 2025), Capitalized Contract Costs, Net shows a downward trend with a -31.2% CAGR.
An increase may indicate higher investment in business development or complex contract fulfillment, while a decrease suggests lower acquisition costs or faster amortization.
This represents the balance of costs incurred to obtain or fulfill a specific customer contract that are deferred as ass...
Common in aerospace and defense firms with long-cycle, high-value contracts; peers often report this under contract assets or deferred costs.
capitalized_contract_costs_net| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $704.00M | $697.00M | $541.00M | $493.00M | $413.00M | $409.00M | $313.00M | $267.00M | $217.00M | $307.00M | $284.00M | $197.00M | $229.00M | $278.00M |
| QoQ Change | — | -1.0% | -22.4% | -8.9% | -16.2% | -1.0% | -23.5% | -14.7% | -18.7% | +41.5% | -7.5% | -30.6% | +16.2% | +21.4% |
| YoY Change | — | — | — | — | -41.3% | -41.3% | -42.1% | -45.8% | -47.5% | -24.9% | -9.3% | -26.2% | +5.5% | -9.4% |
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