What is Applied Materials's device payment plan trade-in liability?

Applied Materials (AMAT) reported device payment plan trade-in liability of $2.47B in Q4 2025.

How has Applied Materials's device payment plan trade-in liability changed year-over-year?

Applied Materials's device payment plan trade-in liability increased by 0.8% year-over-year, from $2.45B to $2.47B.

What is the long-term trend for Applied Materials's device payment plan trade-in liability?

Over 5 years (2020 to 2025), Applied Materials's device payment plan trade-in liability has grown at a 14.2% compound annual growth rate (CAGR), from $1.32B to $2.57B.

What does device payment plan trade-in liability mean?

The estimated value owed to customers for devices traded in under promotional programs.

Discontinued — last reported Q3 '18

Current Liabilities

Device Payment Plan Trade-in Liability

Applied Materials Device Payment Plan Trade-in Liability decreased by 3.7% to $2.47B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 0.8%, from $2.45B to $2.47B. Over 5 years (FY 2020 to FY 2025), Device Payment Plan Trade-in Liability shows an upward trend with a 14.2% CAGR.

Analysis

StatementBalance Sheet Statement

SectionCurrent Liabilities

CategoryRisk

SignalContext dependent

VolatilityModerate

First reportedQ4 2017

Last reportedQ3 2018

How to read this metric

An increase suggests higher participation in trade-in programs, potentially indicating aggressive customer acquisition or upgrade cycles.

Detailed definition

This represents the estimated financial obligation to customers who have traded in devices as part of a promotional fina...

Peer comparison

Common in telecommunications and hardware-reliant consumer platforms; peers typically report this as a component of accrued liabilities.

Metric ID: device_payment_plan_trade_in_liability

Historical Data

20 periods

	Q1 '21	Q2 '21	Q3 '21	Q4 '21	Q1 '22	Q2 '22	Q3 '22	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
Value	$1.71B	$1.69B	$2.08B	$2.40B	$2.59B	$2.83B	$3.14B	$3.08B	$3.37B	$3.50B	$2.98B	$3.15B	$2.61B	$2.74B	$2.85B	$2.45B	$2.49B	$2.47B	$2.57B	$2.47B
QoQ Change	—	-1.1%	+23.0%	+15.5%	+8.1%	+9.2%	+11.1%	-1.9%	+9.4%	+3.7%	-14.9%	+5.8%	-17.0%	+5.0%	+3.9%	-13.9%	+1.6%	-0.8%	+3.9%	-3.7%
YoY Change	—	—	—	—	+51.8%	+67.5%	+51.3%	+28.6%	+30.2%	+23.7%	-5.3%	+2.1%	-22.6%	-21.6%	-4.2%	-22.1%	-4.6%	-9.9%	-9.9%	+0.8%

Range$1.69B – $3.50B

CAGR+8.1%

Avg YoY Growth+9.7%

Median YoY Growth-1.7%

Frequently Asked Questions

What is Applied Materials's device payment plan trade-in liability?: Applied Materials (AMAT) reported device payment plan trade-in liability of $2.47B in Q4 2025.
How has Applied Materials's device payment plan trade-in liability changed year-over-year?: Applied Materials's device payment plan trade-in liability increased by 0.8% year-over-year, from $2.45B to $2.47B.
What is the long-term trend for Applied Materials's device payment plan trade-in liability?: Over 5 years (2020 to 2025), Applied Materials's device payment plan trade-in liability has grown at a 14.2% compound annual growth rate (CAGR), from $1.32B to $2.57B.
What does device payment plan trade-in liability mean?: The estimated value owed to customers for devices traded in under promotional programs.