What Applied Materials's latest 10-Q says: 5 signals
Applied Materials filed its latest 10-Q with the SEC on Aug 20, 2026. It discusses compliance burden, international growth and platform strategy.
Public (AMAT)Building Construction10,000+ employeesappliedmaterials.comLinkedIn
- Filed
- Aug 20, 2026
- Filings
- 3
- Signals
- 23
10-Q · latest 10
What Applied Materials's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 5 signals
Global minimum tax laws to 'materially increase' AMAT's foreign taxes starting in fiscal 2026.
The implementation of global minimum tax regimes based on the OECD project will significantly raise the company's foreign tax liability, an impact that began in the first quarter of fiscal 2026.
AMAT flags operational risks and resource needs for ongoing ERP and IT system enhancements.
The company is actively implementing and enhancing core information systems, including enterprise resource planning (ERP), and acknowledges the significant financial and personnel resources required, along with the operational risks.
enterprise resource planning
The company is facing pressure from customers and new regulations (EU's CSRD, California climate rules, ISSB standards) to implement and report on sustainability strategies, which is expected to increase costs.
AMAT highlights strategic focus on manufacturing and supply chain operations in Asia.
The company is actively conducting and likely expanding manufacturing and supply chain operations in Asia to be closer to its customer base and lower operating costs.
- SEC EDGAR
10-Q
Filed · 8 signals
Facing new sustainability reporting mandates from California and the EU.
The company is now subject to new, complex sustainability disclosure rules (California climate rules, EU CSRD), which will require significant investment in data collection, tracking, and reporting systems.
Admits to receiving subpoenas and requests for information in government investigations.
Applied Materials must comply with new complex regulations like the EU's Corporate Sustainability Reporting Directive and California's climate rules, which will require significant expenditure and process changes.
sustainability
Acknowledges significant legal and compliance risk related to cybersecurity and data privacy.
The company explicitly lists cybersecurity, privacy, and data protection as key areas of potential legal proceedings and claims.
cybersecurityprivacydata protection
Highlights risk of operational disruption from failure of core information systems like ERP.
The company highlights its dependence on critical information systems, including ERP and financial reporting, and warns that failures or unsuccessful implementations could impede financial results and disrupt operations.
enterprise resource planning
Earlier 10-Q filings
- 10-QFiled · 10 signalsSEC EDGAR
Showing 10 of 23 filing signals. The Signal API returns all of them.
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Applied Materials earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raises outlook again, guiding Q4 revenue up 51% YoY to $10.25BThe company significantly raised its outlook, guiding Q4 revenue to $10.25 billion (+/- $500M), representing 51% year-over-year growth. This follows upward revisions in the past three months, with management now confident growth will be 'stronger than' the previous >30% forecast for the year. The strong guidance is driven by customers finding new ways to address clean room space constraints... | |
| Record Q3 revenue of $9.1B, up 25% YoY; margins expandDelivered record Q3 revenue of $9.1 billion, a 25% year-over-year and 15% sequential increase. Non-GAAP earnings per share were a record $3.50, up 41% YoY. The company achieved its 13th consecutive quarter of year-over-year gross margin expansion, reaching 50.4%, while record non-GAAP operating margin expanded to 34%. China represented 26% of semiconductor systems and AGS revenue for the quarter. | |
| Planning to double manufacturing output capacity by 2028The company is making major long-term investments to scale operations, with plans to double its quarterly system output capacity by 2028. This includes a new manufacturing center in Singapore and planning for the next expansion to support demand through 2030. This is supported by unprecedented customer visibility, including rolling 8-quarter forecasts and conversations extending to 2030. | |
| Confident in growing faster than market and gaining share in 2026Management stated they are confident in growing faster than the overall market and expect to gain share in calendar 2026. This outperformance is driven by strong leadership positions in the highest-growth segments for AI: leading-edge foundry logic, DRAM, and advanced packaging. These areas are expected to represent approximately 80% of wafer fab equipment growth in 2026 and 2027. | |
| Advanced packaging revenue to grow >70%, diagnostics >50% in 2026The company is experiencing explosive growth in key markets enabling AI, projecting advanced packaging revenues to grow over 70% in calendar 2026. The process diagnostics and control business is also forecast to grow over 50%. This is driven by intense demand for high bandwidth memory (HBM), 3D chiplet stacking, and the need for more advanced e-beam inspection steps for leading-edge logic and... | |
| Services (AGS) business to grow over 20% in 2026The Applied Global Services (AGS) segment is a key growth driver, with revenue now expected to grow over 20% in calendar 2026, up from a previously projected mid-teens rate. Q3 revenue hit a record $1.8 billion, up 22% YoY, fueled by subscription services, high transactional parts demand, and valuable AI-enabled services (AIx) that help customers optimize yield and output in a... |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .