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Operating Expense Breakdown
Details spending on R&D, sales and admin, and other operating costs so investors can see how much the company is investing in next‑generation tools versus controlling overhead; trends in these expenses as a share of revenue signal efficiency and potential margin pressure or improvement.R&D is now the dominant and rapidly growing portion of Applied’s OpEx, reflecting heavy investment in new tools, metrology and packaging capabilities; marketing/selling is rising more modestly as the company commercializes those innovations, while G&A has normalized after earlier one‑offs. Management confirms near‑term OpEx will stay elevated (hiring, ramp costs and a 14‑week quarter), so current margin pressure looks like deliberate investment to capture AI/DRAM/packaging demand—watch the OpEx cadence and guidance ranges for execution and margin risk.
Date | General and Administrative | Research, Development, and Engineering | Marketing and Selling | Severance and Related Charges | Deal Termination Fee |
|---|---|---|---|---|---|
Jun 30, 2026 | $162.00M | $1.10B | $249.00M | $0.00 | $0.00 |
Mar 31, 2026 | $164.00M | $1.03B | $233.00M | $0.00 | $0.00 |
Dec 31, 2025 | $189.00M | $928.00M | $222.00M | $0.00 | $0.00 |
Sep 30, 2025 | $243.00M | $917.00M | $212.00M | $0.00 | $0.00 |
Jun 30, 2025 | $204.00M | $901.00M | $224.00M | $0.00 | $0.00 |
Mar 31, 2025 | $207.00M | $893.00M | $216.00M | $0.00 | $0.00 |
Dec 31, 2024 | $256.00M | $859.00M | $206.00M | $0.00 | $0.00 |
Sep 30, 2024 | $216.00M | $858.00M | $215.00M | $0.00 | $0.00 |
Jun 30, 2024 | $222.00M | $836.00M | $205.00M | $0.00 | $0.00 |
Mar 31, 2024 | $247.00M | $785.00M | $209.00M | $0.00 | $0.00 |