Applied Materials Total Cost of Revenue increased by 1.2% to $3.58B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 2.5%, from $3.67B to $3.58B. Over 4 years (FY 2021 to FY 2025), Total Cost of Revenue shows an upward trend with a 4.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase relative to revenue suggests declining efficiency or rising input costs, whereas a decrease suggests better operational scaling.
The direct costs associated with producing and delivering the goods and services sold by the company. This typically inc...
Cloud-heavy companies monitor this closely as a measure of data center and infrastructure efficiency.
is_total_cost_of_revenue| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.93B | $3.23B | $3.18B | $3.31B | $3.32B | $3.51B | $3.65B | $3.59B | $3.54B | $3.45B | $3.55B | $3.50B | $3.49B | $3.57B | $3.71B | $3.67B | $3.62B | $3.74B | $3.54B | $3.58B |
| QoQ Change | — | +10.2% | -1.6% | +4.2% | +0.2% | +5.9% | +3.8% | -1.5% | -1.6% | -2.5% | +3.0% | -1.4% | -0.3% | +2.3% | +3.8% | -1.1% | -1.5% | +3.5% | -5.5% | +1.2% |
| YoY Change | — | — | — | — | +13.3% | +8.8% | +14.8% | +8.5% | +6.6% | -1.8% | -2.6% | -2.5% | -1.2% | +3.6% | +4.4% | +4.8% | +3.5% | +4.7% | -4.7% | -2.5% |
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