Applied Materials AMAT Change in Deferred Revenue
Change in Deferred Revenue at other companies
Other financials
Where this comes from
Reported directly by Applied Materials in its filing.
Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.
The official record: Applied Materials’s 10-Q, filed February 19, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Applied Materials's change in deferred revenue?
- Applied Materials (AMAT) reported change in deferred revenue of -$94M in Q4 2025.
- How has Applied Materials's change in deferred revenue changed year-over-year?
- Applied Materials's change in deferred revenue increased by 76.3% year-over-year, from -$397M to -$94M.
- What is the long-term trend for Applied Materials's change in deferred revenue?
- Over 2 years (2021 to 2023), Applied Materials's change in deferred revenue has grown at a -53.5% compound annual growth rate (CAGR), from $773M to -$167M.
- What does change in deferred revenue mean?
- Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.