Applied Materials stock kpis
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Revenue by Segment
Shows how income is split between segments like semiconductor equipment, services, and display/adjacent markets; the mix reveals how much revenue is recurring and stable versus cyclical, helping assess revenue resilience and long‑term growth drivers.
Semiconductor Systems is the clear growth engine—accelerating into 2026 on DRAM, leading-edge logic and packaging—while Applied Global Services delivers steady, high‑margin recurring revenue. A reporting shift moved Display into 'Other,' creating a lumpier, larger Other line and masking display trends; management now models Other at roughly $400M/quarter and cautions it’s lower margin, meaning mix could mute corporate margin expansion despite record revenue and cash generation. Near‑term ramp costs and clean‑room constraints remain execution risks.
AMAT Revenue by Segment
| Date | Other | Semiconductor Systems | Applied Global Services | Display and Adjacent Markets |
|---|---|---|---|---|
| Sep 30, 2026 | $517.00M | $8.00B | $1.90B | $0.00 |
| Jun 30, 2026 | $294.00M | $7.04B | $1.78B | $0.00 |
| Mar 31, 2026 | $280.00M | $5.96B | $1.67B | $0.00 |
| Dec 31, 2025 | $312.00M | $5.14B | $1.56B | $0.00 |
| Sep 30, 2025 | $415.00M | $4.76B | $1.63B | $0.00 |
| Jun 30, 2025 | $12.00M | $5.43B | $1.60B | $263.00M |
| Mar 31, 2025 | $20.00M | $5.25B | $1.57B | $259.00M |
| Dec 31, 2024 | $33.00M | $5.36B | $1.59B | $183.00M |
| Sep 30, 2024 | $18.00M | $5.18B | $1.64B | $211.00M |
| Jun 30, 2024 | $23.00M | $4.92B | $1.58B | $251.00M |
| Mar 31, 2024 | $36.00M | $4.90B | $1.53B | $179.00M |
| Dec 31, 2023 | $78.00M | $4.91B | $1.48B | $244.00M |
| Sep 30, 2023 | $71.00M | $4.88B | $1.47B | $298.00M |
| Jun 30, 2023 | $50.00M | $4.68B | $1.46B | $235.00M |
| Mar 31, 2023 | $57.00M | $4.98B | $1.43B | $168.00M |
| Dec 31, 2022 | $41.00M | $5.16B | $1.37B | $167.00M |
| Sep 30, 2022 | $40.00M | $5.04B | $1.42B | $251.00M |
| Jun 30, 2022 | $33.00M | $4.73B | $1.42B | $333.00M |
| Mar 31, 2022 | $23.00M | $4.46B | $1.38B | $381.00M |
| Dec 31, 2021 | $18.00M | $4.57B | $1.32B | $366.00M |
| Sep 30, 2021 | $30.00M | $4.31B | $1.37B | $417.00M |
| Jun 30, 2021 | $25.00M | $4.45B | $1.29B | $431.00M |
| Mar 31, 2021 | $32.00M | $3.97B | $1.20B | $375.00M |
| Dec 31, 2020 | $43.00M | $3.55B | $1.16B | $411.00M |
| Sep 30, 2020 | $27.00M | $3.07B | $1.11B | $485.00M |
| Jun 30, 2020 | $20.00M | $2.92B | $1.03B | $425.00M |
| Mar 31, 2020 | $7.00M | $2.57B | $1.02B | $365.00M |
| Dec 31, 2019 | $19.00M | $2.81B | $997.00M | $332.00M |
| Sep 30, 2019 | $18.00M | $2.30B | $977.00M | $457.00M |
| Jun 30, 2019 | $19.00M | $2.27B | $931.00M | $339.00M |
| Mar 31, 2019 | $23.00M | $2.18B | $984.00M | $348.00M |
| Dec 31, 2018 | $16.00M | $2.27B | $962.00M | $507.00M |
| Sep 30, 2018 | $26.00M | $2.31B | $977.00M | $702.00M |
| Jun 30, 2018 | $16.00M | $2.58B | $952.00M | $616.00M |
| Mar 31, 2018 | $14.00M | $2.90B | $945.00M | $719.00M |
| Dec 31, 2017 | $29.00M | $2.85B | $881.00M | $443.00M |
| Sep 30, 2017 | $30.00M | $2.43B | $831.00M | $677.00M |
| Jun 30, 2017 | $16.00M | $2.53B | $786.00M | $410.00M |
| Mar 31, 2017 | $27.00M | $2.40B | $724.00M | $391.00M |
| Dec 31, 2016 | $30.00M | $2.15B | $676.00M | $422.00M |
| Sep 30, 2016 | $25.00M | $2.13B | $693.00M | $452.00M |
| Jun 30, 2016 | $65.00M | $1.79B | $657.00M | $313.00M |
| Mar 31, 2016 | $43.00M | $1.59B | $633.00M | $187.00M |
| Dec 31, 2015 | $70.00M | $1.37B | $606.00M | $208.00M |
| Sep 30, 2015 | $28.00M | $1.49B | $611.00M | $235.00M |
