{"schema_version":"secwatch.filing_event.v1","accession":"0000006951-25-000017","form_type":"8-K","ticker":"AMAT","cik":"0000006951","company_name":"APPLIED MATERIALS INC /DE","filed_at":"2025-05-15T23:59:59+00:00","discovered_at":"2026-05-14T18:02:51.049376+00:00","generated_at":"2026-05-21T06:25:59.184879+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Applied Materials Q2 revenue $7.1B (+7% YoY), record GAAP EPS $2.63 (+28%)","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%)."],"urls":{"canonical":"https://secwatch.observer/filing/0000006951-25-000017","json":"https://secwatch.observer/filing/0000006951-25-000017.json","markdown":"https://secwatch.observer/filing/0000006951-25-000017.md","text":"https://secwatch.observer/filing/0000006951-25-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/6951/000000695125000017/0000006951-25-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/6951/000000695125000017/amat-20250515.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-21T06:25:59.184879+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}