Screener
Applied Materials AMAT Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Applied Global Services | $1.78B+21.7% | $1.67B+17.3% | $1.56B+15.2% | $2.15B+31.1% | $1.46B-7.4% | |
| Semiconductor Systems | $7.04B+26.5% | $5.97B+10.4% | $5.14B-8.1% | $4.24B-18.2% | $5.56B+13.0% | |
| Concentration risk, percentage by Product | ||||||
| Dynamic random-access memory (DRAM) | 26%+4.0pp | 29%+2.0pp | 34%+7.0pp | 1%— | 22%-2.0pp | |
| Flash memory (NAND) | 7%-2.0pp | 4%-3.0pp | 4%0.0pp | —— | 9%+5.0pp | |
| Foundry, logic and other | 67%-2.0pp | 67%+1.0pp | 62%-7.0pp | —— | 69%-3.0pp | |
| Revenue by Geography | ||||||
| China | $2.51B-1.6% | $2.09B+17.6% | $2.1B-6.6% | $1.96B-8.1% | $2.55B+18.3% | |
| Europe | $483M+202% | $347M+37.7% | $221M-33.0% | $220M-45.7% | $160M-52.8% | |
| Japan | $839M+17.7% | $623M+8.9% | $525M-2.8% | $448M-22.9% | $713M+28.5% | |
| Korea | $1.52B+31.1% | $1.57B+0.6% | $1.46B-12.5% | $1.22B+4.0% | $1.16B+5.3% | |
| Southeast Asia | $374M+91.8% | $185M+37.0% | $335M+17.1% | $460M+46.5% | $195M-54.4% | |
| Taiwan | $2.03B+9.9% | $2.16B+7.9% | $1.72B+45.6% | $1.83B+42.8% | $1.84B+60.5% | |
| United States | $1.37B+100% | $941M+16.5% | $656M-28.5% | $655M-43.2% | $683M-35.1% |
FAQ
- How does Applied Materials break its business down?
- Applied Materials (AMAT) reports revenue by business across 2 parts — Applied Global Services and Semiconductor Systems. Each is extracted from the segment footnotes and tracked over time.
- Where does Applied Materials's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Applied Materials's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
