What is Applied Materials's capitalized contract costs, net?

Applied Materials (AMAT) reported capitalized contract costs, net of $288.00M in Q1 2026.

How has Applied Materials's capitalized contract costs, net changed year-over-year?

Applied Materials's capitalized contract costs, net increased by 1.4% year-over-year, from $284.00M to $288.00M.

What is the long-term trend for Applied Materials's capitalized contract costs, net?

Over 3 years (2022 to 2025), Applied Materials's capitalized contract costs, net has grown at a -31.2% compound annual growth rate (CAGR), from $704.00M to $229.00M.

What does capitalized contract costs, net mean?

Costs spent to win or fulfill customer contracts that are recorded as assets to be expensed over time.

Non-Current Assets

Capitalized Contract Costs, Net

Applied Materials Capitalized Contract Costs, Net increased by 3.6% to $288.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1.4%, from $284.00M to $288.00M. Over 3 years (FY 2022 to FY 2025), Capitalized Contract Costs, Net shows a downward trend with a -31.2% CAGR.

Analysis

StatementBalance Sheet Statement

SectionNon-Current Assets

CategoryGrowth

SignalContext dependent

VolatilityStable

First reportedQ4 2022

Last reportedQ2 2026May 21, 2026

How to read this metric

An increase suggests high investment in future revenue growth; a decrease may indicate lower acquisition costs or the amortization of existing contract assets.

Detailed definition

These are incremental costs incurred to obtain or fulfill a contract that are recognized as an asset and amortized over...

Peer comparison

Common in software and services firms; peers report this as 'Deferred Contract Costs' or 'Capitalized Commissions'.

Metric ID: capitalized_contract_costs_net

Historical Data

15 periods

	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	$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	$288.00M
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%	+3.6%
YoY Change	—	—	—	—	-41.3%	-41.3%	-42.1%	-45.8%	-47.5%	-24.9%	-9.3%	-26.2%	+5.5%	-9.4%	+1.4%

Range$197.00M – $704.00M

CAGR-22.5%

Avg YoY Growth-25.5%

Median YoY Growth-26.2%

Current Streak3 quarters growth

Capitalized Contract Costs, Net at Other Companies

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Frequently Asked Questions

What is Applied Materials's capitalized contract costs, net?: Applied Materials (AMAT) reported capitalized contract costs, net of $288.00M in Q1 2026.
How has Applied Materials's capitalized contract costs, net changed year-over-year?: Applied Materials's capitalized contract costs, net increased by 1.4% year-over-year, from $284.00M to $288.00M.
What is the long-term trend for Applied Materials's capitalized contract costs, net?: Over 3 years (2022 to 2025), Applied Materials's capitalized contract costs, net has grown at a -31.2% compound annual growth rate (CAGR), from $704.00M to $229.00M.
What does capitalized contract costs, net mean?: Costs spent to win or fulfill customer contracts that are recorded as assets to be expensed over time.