Operating

Change in AR

Applied Materials Change in AR increased by 64.6% to -$208.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 127.2%, from $764.00M to -$208.00M. Over 4 years (FY 2021 to FY 2025), Change in AR shows a downward trend with a -60.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryEfficiency
SignalLower is better
VolatilityVolatile
First reportedQ1 2013
Last reportedQ1 2026

How to read this metric

A large increase relative to sales growth may signal issues with collections or aggressive credit terms offered to customers.

Detailed definition

This represents the net change in the amount of money owed to the company by customers for goods or services delivered o...

Peer comparison

Companies with strong market power or direct-to-consumer models typically maintain lower accounts receivable relative to total sales.

Metric ID: change_in_accounts_receivable

Historical Data

20 periods
 Q1 '21Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$330.00M$447.00M$1.13B-$548.00M$478.00M$67.00M$1.11B-$683.00M$131.00M-$286.00M-$65.00M-$465.00M$78.00M$192.00M$264.00M$764.00M$189.00M-$415.00M-$587.00M-$208.00M
QoQ Change+35.5%+153.0%-148.5%+187.2%-86.0%>999%-161.4%+119.2%-318.3%+77.3%-615.4%+116.8%+146.2%+37.5%+189.4%-75.3%-319.6%-41.4%+64.6%
YoY Change+44.8%-85.0%-1.7%-24.6%-72.6%-526.9%-105.8%+31.9%-40.5%+167.1%+506.2%+264.3%+142.3%-316.1%-322.3%-127.2%
Range-$683.00M$1.13B
CAGR-9.3%
Avg YoY Growth-29.1%
Median YoY Growth-32.5%

Frequently Asked Questions

What is Applied Materials's change in ar?
Applied Materials (AMAT) reported change in ar of -$208.00M in Q4 2025.
How has Applied Materials's change in ar changed year-over-year?
Applied Materials's change in ar decreased by 127.2% year-over-year, from $764.00M to -$208.00M.
What is the long-term trend for Applied Materials's change in ar?
Over 4 years (2021 to 2025), Applied Materials's change in ar has grown at a -60.4% compound annual growth rate (CAGR), from $1.99B to -$49.00M.
What does change in ar mean?
The change in the amount of money customers owe the company for recent purchases.