Other

Contract with Customer, Liability

Applied Materials Contract with Customer, 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), Contract with Customer, Liability shows an upward trend with a 14.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ3 2018
Last reportedQ4 2025

How to read this metric

An increase often signals strong future revenue visibility, while a decrease may indicate the fulfillment of service obligations.

Detailed definition

This represents the obligation to transfer services to a customer for which the entity has received consideration or for...

Peer comparison

Common in businesses with subscription or recurring service models where upfront payments are standard.

Metric ID: other_contract_with_customer_liability

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$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 contract with customer, liability?
Applied Materials (AMAT) reported contract with customer, liability of $2.47B in Q4 2025.
How has Applied Materials's contract with customer, liability changed year-over-year?
Applied Materials's contract with customer, liability increased by 0.8% year-over-year, from $2.45B to $2.47B.
What is the long-term trend for Applied Materials's contract with customer, liability?
Over 5 years (2020 to 2025), Applied Materials's contract with customer, liability has grown at a 14.2% compound annual growth rate (CAGR), from $1.32B to $2.57B.
What does contract with customer, liability mean?
Payments received from customers for services that have not yet been delivered.