{"filings":[{"id":2520718,"accession_number":"0001628280-26-059257","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2026-08-27T20:12:40+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Applied Materials appoints Qualcomm CFO/COO Akash Palkhiwala to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Akash Palkhiwala elected to board and Audit Committee effective Aug 27, 2026.","Palkhiwala serves as Qualcomm CFO (since 2019) and COO (since 2024).","Compensation: $100k annual retainer, $25k audit retainer, RSUs worth $250k prorated.","RSUs vest March 1, 2027, subject to continued service as director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2243836,"accession_number":"0001628280-26-056699","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2026-08-13T20:03:36+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q3 FY26 record revenue $9.12B, EPS $3.50, raises FY26 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $9.12B up 25% YoY; GAAP EPS $3.17, non-GAAP EPS $3.50 (up 43%/41% YoY).","GAAP gross margin 50.3%, non-GAAP 50.4%; 13th consecutive quarter of YoY expansion.","Record operating cash flow $3.04B; returned $860M via $440M buybacks and $420M dividends.","Raising Semiconductor Systems revenue expectations for CY2026; expects stronger growth in 2027.","CFO sees H2 strength in DRAM, leading-edge foundry-logic, advanced packaging; adding capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":442437,"accession_number":"0001628280-26-035071","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2026-05-14T20:03:53+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q2 FY2026: Record revenue $7.91B, EPS $3.51 GAAP, $2.86 non-GAAP","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.91B (+11% YoY); GAAP EPS $3.51 (+33%), non-GAAP EPS $2.86 (+20%).","GAAP gross margin 49.9% (up 0.8 pts); non-GAAP gross margin 50.0%.","CEO expects semiconductor equipment business to grow more than 30% in calendar 2026.","Distributed $765M to shareholders: $400M in buybacks and $365M in dividends.","Free cash flow $210M, down 80% from $1.06B a year earlier."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113767,"accession_number":"0001193125-26-106339","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect 10 directors and approve advisory say-on-pay at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected; lowest support was Kevin P. March with 89.6% of votes cast.","Advisory say-on-pay passed with ~92.2% of votes cast (552.5M for, 41.5M against).","Ratification of KPMG as auditor for FY2026 passed with 636.4M for vs 46.8M against.","Approximately 85.1M broker non-votes on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113766,"accession_number":"0001628280-26-007661","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q1 revenue $7.01B (-2% YoY); GAAP EPS $2.54 (+75%), non-GAAP flat; record DRAM/services","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.01B, down 2% YoY; GAAP net income $2.026B (EPS $2.54) vs $1.185B ($1.45) prior year.","Non-GAAP EPS $2.38, flat YoY; non-GAAP gross margin 49.1%, operating margin 30.0%.","Semiconductor Systems achieved record DRAM revenue; Applied Global Services record services and spares revenue.","Cash from operations $1.69B; returned $702M via $337M buybacks and $365M dividends.","CEO expects semicon equipment business to grow over 20% in calendar 2026; CFO notes capacity expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":2.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":7012000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113765,"accession_number":"0001628280-26-007444","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["8.01","7.01","9.01"],"status":"ready","headline":"Applied Materials settles BIS export control probe for $252.5M; DOJ/SEC close inquiries without action","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Agreed to pay $252.5M to BIS to resolve allegations of non-compliant China customer shipments from Nov 2020 to July 2022.","DOJ and SEC have closed their related investigations without taking any enforcement action.","Company will conduct internal audits of export controls compliance and maintain training and reporting mechanisms.","Company states the issue stemmed from a misunderstanding of regulations; no admission of willful violation.","Settlement is one-time payment; company reaffirms commitment to export-control compliance globally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130159,"accession_number":"0001628280-25-051998","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials reports record FY2025 revenue $28.37B, up 4%; annual GAAP EPS $8.66, non-GAAP $9.42","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY2025 revenue $6.80B (-3% YoY); GAAP EPS $2.38 (+14%), non-GAAP EPS $2.17 (-6%).","Record FY2025 revenue $28.37B (+4%); GAAP net income $6.998B (-2% YoY).","Non-GAAP free cash flow for FY2025 $5.698B, down 24% from $7.487B in FY2024.","CEO cites AI-driven investment in advanced semiconductors; company preparing for higher demand in H2 calendar 2026.","Gross margin improved to 48.0% (Q4) and 48.7% (FY) vs 47.3% and 47.5% a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":8.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":28368000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130158,"accession_number":"0001628280-25-046107","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Applied Materials to cut ~4% of workforce; expects $160M-$180M in charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approximately 4% of global workforce impacted; expects $160M-$180M in charges, primarily severance and one-time benefits.","Most charges to be recognized in Q4 fiscal 2025; plan expected to complete in Q1 fiscal 2026.","CEO Gary Dickerson cited automation, digitalization, and geographic shifts as drivers for reorganization.","Action aims to build a high-velocity, high-productivity organization positioned for semiconductor industry growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130157,"accession_number":"0001628280-25-043753","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-10-02T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"BIS export rule to reduce Applied Materials Q4 FY2025 rev by $110M, FY2026 by $600M","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["BIS issued expanded export restrictions affecting Applied Materials' China sales.","Impact on Q4 FY2025 net revenue: approximately $110M reduction.","Impact on FY2026 net revenue: approximately $600M reduction.","Restrictions cover exports, parts, and services to specified China customers without license."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146735,"accession_number":"0001628280-25-042933","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Materials secures $2.0B 364-day revolving credit facility due Sept 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["364-day $2.0B unsecured revolving credit facility with Bank of America as administrative agent.","Interest at Term SOFR plus 0.50%-1.00% or Base Rate option; commitment fees 0.04%-0.10% on undrawn.","Financial covenant: minimum consolidated adjusted EBITDA to net interest expense ratio of 3.00x.","Facility may be increased to $3.0B with lender consent; proceeds for general corporate purposes.","No borrowings outstanding as of September 25, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146734,"accession_number":"0001193125-25-209109","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Applied Materials prices $1B dual-tranche senior notes; proceeds to refinance 2025 maturity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $550M of 4.000% senior notes due 2031 and $450M of 4.600% senior notes due 2036.","Net proceeds will repay $700M of 3.900% notes maturing October 1, 2025, and for general corporate purposes.","Notes issued under SEC shelf registration; interest payable semi-annually starting January 15, 2026.","Underwriters include Citigroup, Mizuho, and MUFG; closing occurred September 18, 2025.","Indenture contains limited negative covenants and events of default; redeemable at any time by Applied."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146733,"accession_number":"0001193125-25-202820","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Yvonne McGill resigns from Applied Materials board effective Sept 12, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Yvonne McGill resigned from the Board of Directors, effective September 12, 2025.","Resignation is not due to any disagreement with the company regarding operations, policies, or practices.","No replacement director has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146732,"accession_number":"0000006951-25-000032","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q3 revenue $7.30B (record), EPS $2.22/$2.48; guides Q4 down","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue $7.30B, +8% YoY; GAAP EPS $2.22 (+8%), record non-GAAP EPS $2.48 (+17%).","GAAP gross margin 48.8% (+1.5pp); operating margin 30.6% (+1.9pp). Free cash flow $2.05B, -2%.","CEO cites 'dynamic macroeconomic and policy environment' increasing uncertainty, especially for China.","CFO expects Q4 revenue decline due to China capacity digestion and non-linear leading-edge demand.","Fiscal 2025 on track for sixth consecutive year of revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":6.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":21568000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146731,"accession_number":"0001193125-25-162237","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Applied Materials appoints Jim Anderson to Board of Directors, effective July 18, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jim Anderson, CEO of Coherent Corp., elected to Board and Strategy & Investment Committee effective July 18, 2025.","Anderson brings 25+ years tech experience; previously CEO of Lattice Semiconductor, SVP at AMD, and roles at Intel, Broadcom, LSI.","Standard non-employee director compensation: $100k annual retainer, $10k committee retainer, $240k RSU grant pro-rated to 2026 meeting.","RSUs vest fully on March 1, 2026, subject to continued service; no material interest in transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165143,"accession_number":"0000006951-25-000017","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q2 revenue $7.1B (+7% YoY), record GAAP EPS $2.63 (+28%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.10B (+7% YoY); GAAP EPS $2.63 (record, +28%); non-GAAP EPS $2.39 (+14%).","GAAP gross margin 49.1%, up 1.7 pts; non-GAAP gross margin 49.2%.","Cash from ops $1.57B; returned $2.00B to shareholders ($1.67B buybacks, $325M dividends).","CEO cites strong results amid AI-driven semiconductor demand; no significant customer demand changes from trade environment.","Q2 non-GAAP EPS $2.39 vs $2.09 a year ago; non-GAAP net income $1.94B (+11%)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":14266000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165142,"accession_number":"0001193125-25-080269","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Applied Materials buys 9% stake in BE Semiconductor Industries to boost hybrid bonding","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchased 9% of Besi's outstanding common stock through market-based transactions; no regulatory approvals needed.","Companies have collaborated since 2020 on hybrid bonding; recently extended co-development agreement for die-based hybrid bonding.","Applied does not intend to seek board representation or purchase additional Besi shares.","Hybrid bonding critical for advanced packaging of AI chips, improving performance, power, and cost."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182837,"accession_number":"0001193125-25-050933","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Materials shareholders elect directors, approve say-on-pay, ratify KPMG at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All ten director nominees elected; top vote-getters: Scott McGregor (593.1M for) and Gary Dickerson (590.5M for).","Advisory 'say-on-pay' approved with 544.8M for, 47.1M against, 4.2M abstain, plus 93.1M broker non-votes.","KPMG ratified as independent auditor for FY2025 with 647.3M for, 40.8M against, 1.1M abstain.","Broker non-votes of 93.1M shares on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182836,"accession_number":"0001193125-25-039328","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Applied Materials enters $2.0B revolving credit facility, replaces $1.5B prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New five-year $2.0B revolving credit facility, matures February 24, 2030.","Replaces $1.5B prior facility; no outstanding amounts transferred.","Facility can be increased to $2.5B with lender commitments.","Borrowings bear interest at Term SOFR plus 0.50% to 1.00% based on credit ratings.","Financial covenant: consolidated adjusted EBITDA / net interest expense ≥ 3.00x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182835,"accession_number":"0000006951-25-000005","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials announces Q1 FY2025 results; specific figures not available in provided text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Fiscal Q1 ended January 26, 2025 earnings released; no revenue, EPS, or guidance figures extracted.","Investors should consult the full press release for detailed financial and operating metrics.","No other material events reported in this filing beyond the earnings press release reference."],"consensus_eps_estimate":null,"consensus_eps_actual":1.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":7166000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199424,"accession_number":"0000006951-24-000037","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q4 revenue record $7.05B (+5% YoY); GAAP EPS $2.09 (-12%), non-GAAP EPS $2.32 (+9%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year revenue record $27.18B, up 2% YoY; GAAP EPS $8.61 (+6%), non-GAAP EPS $8.65 (+7%).","Q4 GAAP gross margin 47.3%, operating margin 29.0%; GAAP net income $1.73B, down 14% YoY.","Q4 cash from ops $2.58B; returned $1.77B to shareholders via $1.44B buybacks and $329M dividends.","CEO cites AI and energy-efficient computing as key drivers for materials engineering leadership.","Full-year cash from ops $8.68B; returned $5.01B to shareholders including $3.82B buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":8.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":27176000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215452,"accession_number":"0000006951-24-000026","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials reports record Q3 revenue of $6.78B, GAAP EPS $2.05, up 11% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $6.78B, up 5% YoY; GAAP EPS $2.05 (+11%), non-GAAP EPS $2.12 (+12%).","GAAP operating margin 28.7% (+0.7 pts); non-GAAP operating margin 28.8% (+0.5 pts).","Generated $2.39B cash from ops; distributed $1.19B to shareholders ($861M buybacks, $331M dividends).","CEO cites AI leadership fueling demand, positioning company to outperform markets long term."],"consensus_eps_estimate":null,"consensus_eps_actual":6.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":20131000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234776,"accession_number":"0001193125-24-159104","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Applied Materials completes $700M senior notes offering at 4.800% due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$700M aggregate principal of 4.800% senior unsecured notes due June 15, 2029.","Interest payable semi-annually on June 15 and December 15, starting Dec 15, 2024.","Net proceeds for general corporate purposes; underwriters BofA Securities and J.P. Morgan.","Notes issued under indenture with The Bank of New York Mellon as trustee.","Includes change of control repurchase option and redemption rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234775,"accession_number":"0000006951-24-000017","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q2 FY2024 EPS up 5% (non-GAAP) to $2.09; revenue flat at $6.65B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.06, up 11% YoY; net income $1.72B.","Non-GAAP EPS $2.09, up 5% YoY; non-GAAP operating margin 29.0%.","Revenue $6.65B, flat YoY; GAAP gross margin improved 0.7 pts to 47.4%.","Cash from operations $1.39B; returned $1.09B via $820M buybacks, $266M dividends.","Management cited strong performance from enabling portfolio for AI, IoT, EVs, clean energy."],"consensus_eps_estimate":null,"consensus_eps_actual":4.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":13353000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252631,"accession_number":"0001193125-24-064870","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Materials annual meeting elects 10 directors, approves say-on-pay, rejects two shareholder proposals","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All ten director nominees elected, including CEO Gary Dickerson and Aart de Geus.","Advisory vote on NEO compensation for FY2023 passed with ~572M for, ~53M against.","KPMG LLP ratified as independent auditor for FY2024 with ~688M votes in favor.","Shareholder proposal on lobbying report defeated (~104M for, ~516M against).","Shareholder proposal on pay equity reporting also defeated (~133M for, ~490M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252630,"accession_number":"0001193125-24-053557","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Applied Materials appoints Adam Sanders as Chief Accounting Officer effective March 4, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sanders, 52, previously Semiconductor Segment Group CFO, succeeds Charles Read who served as interim principal accounting officer since December 2023.","New annual base salary of $340,000; target bonus for FY2024 of 50% of base salary.","Long-term incentive award of restricted stock units valued at $400,000, vesting 25% on April 1, 2025 and 6.25% quarterly thereafter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252629,"accession_number":"0000006951-24-000006","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q1 FY2024: rev flat $6.71B, GAAP EPS $2.41 (+19%), non-GAAP $2.13 (+5%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $6.71B flat YoY; GAAP EPS $2.41 (+19%), non-GAAP EPS $2.13 (+5%).","GAAP operating margin 29.3% (+0.1pp); non-GAAP operating margin 29.5% (flat).","Cash from operations $2.33B; returned $966M to shareholders via $700M buybacks and $266M dividends.","CEO cites leadership in AI and IoT inflections driving continued outperformance.","Change in useful lives of PP&E boosted GAAP and non-GAAP EPS by $0.03."],"consensus_eps_estimate":null,"consensus_eps_actual":2.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":6707000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270117,"accession_number":"0001193125-23-293900","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Applied Materials accounting officer departs, by-laws amended to allow lower shareholder meeting threshold","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff Bodner, principal accounting officer, departed December 11, 2023; departure not due to any disagreement with company.","Charles Read, Corporate VP and Business Units CFO, appointed interim principal accounting officer effective immediately.","Board amended by-laws to lower special meeting threshold from 20% to 10% and reflect recent Delaware law amendments.","By-laws also include technical, clarifying, conforming, and ministerial changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270116,"accession_number":"0000006951-23-000035","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2023-11-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q4 revenue $6.72B flat YoY; GAAP EPS $2.38 up 29%; FY2023 record revenue $26.52B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Quarterly revenue $6.72B flat YoY; GAAP EPS $2.38 (+29%), non-GAAP EPS $2.12 (+4%).","Full-year record revenue $26.52B (+3% YoY); GAAP EPS $8.11 (+9%), non-GAAP EPS $8.05 (+5%).","Record FY2023 cash from operations $8.70B; returned $3.16B to shareholders via buybacks and dividends.","CEO says Applied outgrowing WFE market for fifth straight year; positioned for profitable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":8.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":26517000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287097,"accession_number":"0000006951-23-000026","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2023-08-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q3 revenue $6.43B, down 1% YoY; GAAP EPS $1.85 flat, non-GAAP EPS $1.90 down 2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $6.43B (-1% YoY); GAAP operating margin 28.0% (down 1.5 pts), non-GAAP op. margin 28.3% (down 1.7 pts).","GAAP diluted EPS $1.85 (flat YoY); non-GAAP diluted EPS $1.90 (-2% YoY).","Cash from operations $2.58B; returned $707M to shareholders ($439M buybacks + $268M dividends).","CEO cites execution at high end of guidance; strategy focused on IoT and AI technologies."],"consensus_eps_estimate":null,"consensus_eps_actual":5.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":19794000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307177,"accession_number":"0000006951-23-000017","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q2 FY2023 revenue $6.63B (+6% YoY), EPS $1.86/$2.00 GAAP/non-GAAP","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Revenue $6.63B (+6% YoY); GAAP EPS $1.86 (+7%), non-GAAP EPS $2.00 (+8%).","GAAP operating margin 28.8%, down 1.5 pts YoY; non-GAAP operating margin 29.1%.","Generated $2.29B cash from operations; returned $1.02B to shareholders ($800M buybacks, $219M dividends).","CEO says results at high-end of guidance; expects Applied to outperform markets in 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":3.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":13369000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326222,"accession_number":"0001193125-23-069180","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Materials shareholders elect all directors, approve shareholder proposal for special meetings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected; Thomas Iannotti received highest against vote (46.1M).","Advisory vote on 2022 executive compensation approved (595.9M for, 46.8M against).","Shareholders preferred annual advisory vote on executive compensation (635.9M for one year).","KPMG LLP ratified as independent auditor for fiscal 2023 (717.5M for).","Shareholder proposal to allow 10% owners to call special meeting passed (324.1M for); CEO pay ratio proposal failed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326221,"accession_number":"0000006951-23-000007","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2023-02-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q1 revenue $6.74B up 7% YoY; GAAP EPS $2.02, non-GAAP EPS $2.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $6.74B (+7% YoY); GAAP EPS $2.02 (+1% YoY); non-GAAP EPS $2.03 (+7% YoY).","GAAP operating margin 29.2% (down 2.3pp YoY); non-GAAP 29.5% (down 2.2pp).","Cash from operations $2.27B; returned $470M to shareholders ($250M buybacks, $220M dividends).","CEO cites strong positions, large backlog, expects to outperform markets in 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":6739000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343941,"accession_number":"0001193125-22-307150","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-12-16T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Applied Materials amends bylaws to enhance director nomination procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Requires stockholders using Rule 14a-19 to represent intent and certify compliance prior to meeting.","Mandates proposed nominees to provide additional info as requested by Board or Governance Committee.","Requires soliciting stockholders to use proxy card color other than white; otherwise proxies disregarded.","Amendments effective immediately; clarify and add consistency to existing bylaws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343940,"accession_number":"0000006951-22-000037","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-11-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q4 revenue $6.75B (+10% YoY); GAAP EPS $1.85, non-GAAP $2.03; annual revenue record $25.79B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 revenue $6.75B (+10% YoY); annual revenue $25.79B (+12% YoY).","Q4 GAAP EPS $1.85 (-2% YoY); non-GAAP EPS $2.03 (+5% YoY); GAAP op margin 29.5% (down 3.4 pts).","Full-year GAAP EPS $7.44 (+16% YoY); non-GAAP $7.70 (+13%); cash from ops $5.4B.","Returned $6.98B to shareholders in FY2022 ($6.1B buybacks, $873M dividends).","CEO cites strong finish but slowing spending growth near term due to geopolitical/macro challenges."],"consensus_eps_estimate":null,"consensus_eps_actual":7.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":25785000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343939,"accession_number":"0001193125-22-267228","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-10-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Applied Materials appoints Kevin March to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin March elected to the Board and Audit Committee effective October 20, 2022.","March is a retired Texas Instruments SVP and CFO (2003-2017) with 30+ years in semiconductors.","Standard non-employee director compensation: $85K annual retainer, $25K Audit retainer, $240K in prorated RSUs.","March has no material interest in any related-party transactions and no arrangements with other persons."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343938,"accession_number":"0001193125-22-261327","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-10-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Applied Materials cuts Q4 revenue guide ~$400M on new China export rules; discloses subpoena","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Q4 revenue outlook lowered to ~$6.4B from prior ~$6.65B; $400M reduction due to US export regulations on China.","Non-GAAP EPS revised to $1.54-$1.78 from $1.82-$2.18; includes ~$0.23 inventory/remanufacturing charges.","Fiscal Q1 2023 expected to see similar net sales impact from the new regulations.","Subpoena from US Attorney's Office (MA) regarding certain China customer shipments; company cooperating.","Pursuing additional export licenses and authorizations where needed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":360454,"accession_number":"0001193125-22-254396","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-09-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Applied Materials EVP Salehpour to retire Jan 6, 2023; $655K severance, equity forfeiture","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ali Salehpour, SVP Services/Display, will retire effective Jan 6, 2023; will serve as Advisor to CEO through that date.","Separation agreement provides lump-sum cash severance of $655,000 payable on one-year anniversary of separation.","Company will pay additional lump sum equal to ~18 months COBRA premiums for Salehpour and dependents.","Unvested equity awards beyond retirement acceleration provisions will be permanently forfeited.","Salehpour remains eligible for fiscal 2022 bonus with management recommending 1.0 individual multiplier."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":360453,"accession_number":"0001193125-22-238999","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-09-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Applied Materials names Jeff Bodner as new CAO; Charles Read moves to business units CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charles Read transitions from CAO to Corporate VP, Business Units and Operations CFO, effective Sept 13, 2022.","Jeff Bodner appointed new Corporate VP, Controller and CAO, effective Sept 13, 2022.","Bodner previously CAO at ESS Tech, spent 17 years at Intel in finance, and 12 years at PwC.","Compensation: $375k base salary, 70% target bonus, $150k sign-on (split), $750k RSUs vesting over 4 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":360452,"accession_number":"0001193125-22-230188","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Applied Materials SVP Ali Salehpour to retire in January 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ali Salehpour, SVP of Services, Display and Flexible Technology, notified intent to retire in January 2023.","He will remain with the company through January 2023 to ensure a smooth transition.","No replacement named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":360451,"accession_number":"0000006951-22-000027","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-08-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q3 revenue record $6.52B, EPS $1.85; supply chain constraints persist","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $6.52B (+5% YoY); GAAP EPS $1.85 (-1% YoY); non-GAAP EPS $1.94 (+2% YoY).","GAAP gross margin 46.1%, down 1.8 pts YoY; operating margin 29.5%, down 3.0 pts YoY.","Cash from operations $1.47B; returned $1.23B to shareholders ($1.0B buybacks, $225M dividends).","Management cites ongoing supply chain challenges limiting ability to meet demand.","CEO expresses confidence in long-term semiconductor market and Applied's growth opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":5.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":19036000000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":379483,"accession_number":"0000006951-22-000016","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-05-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q2 FY2022 revenue $6.25B (+12% YoY), GAAP EPS $1.74 (+22% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Non-GAAP adjusted diluted EPS of $1.85, up 13% YoY from $1.63.","GAAP operating margin 30.3%, up 2.0 pts; non-GAAP operating margin 30.6%, down 1.1 pts.","Cash from operations $415M; returned $2.01B to shareholders ($1.8B buybacks, $211M dividends).","CEO cites record demand but ongoing supply chain constraints as headwind."],"consensus_eps_estimate":null,"consensus_eps_actual":3.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":12516000000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":397668,"accession_number":"0001193125-22-074595","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-03-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Materials shareholders elect all 10 directors, approve say-on-pay, reject two shareholder proposals","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected with at least ~91% of votes cast in favor.","Advisory vote on 2021 NEO compensation approved: 553.7M For, 110.6M Against.","Ratification of KPMG as FY2022 auditor approved: 744M For, 11.3M Against.","Shareholder proposal for 10% special meeting power not approved (315M For, 344.5M Against).","Second shareholder proposal on executive compensation policies rejected (55M For, 607.2M Against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":397667,"accession_number":"0001193125-22-067015","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-03-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Applied Materials appoints Brice Hill as CFO, effective March 7, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brice Hill, former Xilinx CFO, succeeds interim CFO Bob Halliday; Halliday stays as advisor.","Hill receives $675k base salary, 135% target bonus, $2M sign-on bonus, and $8.5M in RSUs.","RSUs vest in three equal installments on Apr 1 of 2023, 2024, 2025 subject to continued employment.","Sign-on bonus subject to full or pro-rata repayment if Hill resigns or is terminated for cause within two years.","Hill brings 25 years of semiconductor finance experience from Intel and Xilinx."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":397666,"accession_number":"0000006951-22-000005","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials Q1 revenue $6.27B record, up 21% YoY; GAAP EPS $2.00 up 64%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record quarterly revenue of $6.27B, up 21% YoY; GAAP EPS $2.00 (up 64%), non-GAAP EPS $1.89 (up 36%).","GAAP operating margin 31.5% (up 6.6 points YoY); non-GAAP operating margin 31.7% (up 2.7 points).","Record cash from operations $2.66B; returned $2.02B to shareholders ($1.8B buybacks, $214M dividends).","CEO cites positive outlook for 2022 and beyond, driven by secular trends and broad technology portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":2.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":6271000000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":416663,"accession_number":"0001193125-21-351588","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2021-12-08T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Applied Materials amends bylaws; clarifies director nomination and voting procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Nominees per stockholder limited to number of directors to be elected; nominees must intend to serve full term.","Default vote standard for stockholder actions (non-director election) clarified as per Delaware General Corporation Law.","Emergency bylaw added to allow Board/committee meetings when quorum impossible due to emergency.","Required officer positions updated to president and secretary; any two authorized officers may sign stock certificates.","Other ministerial, clarifying, and gender-neutral changes incorporated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":416662,"accession_number":"0000006951-21-000038","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2021-11-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Materials reports record annual revenue of $23.06B, up 34% YoY; Q4 EPS $1.89 GAAP","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $6.12B (+31% YoY) at low-end of guidance due to supply constraints; GAAP EPS $1.89, non-GAAP $1.94.","FY2021 revenue $23.06B (+34% YoY); GAAP EPS $6.40, non-GAAP $6.84; record GAAP op margin 29.9%.","Semiconductor Systems backlog grew from $5.5B to $6.7B in Q4; overall orders up 62% YoY.","FY2021 cash from operations record $5.44B; returned $4.59B to shareholders ($3.75B buybacks, $838M dividends).","CEO cites pandemic-driven demand, but near-term supply shortages of certain silicon components persist."],"consensus_eps_estimate":null,"consensus_eps_actual":6.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":23063000000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":355892317720.0636,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":416661,"accession_number":"0001193125-21-288919","cik":6951,"company_name":"APPLIED MATERIALS INC /DE","ticker":"AMAT","form_type":"8-K","filed_at":"2021-10-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Applied Materials CFO Dan Durn departs for Adobe; 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