---
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"
generated_at: "2026-05-21T06:25:59.184879+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Applied Materials Q2 revenue $7.1B (+7% YoY), record GAAP EPS $2.63 (+28%)

## Summary
- 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%).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000006951-25-000017
- JSON: https://secwatch.observer/filing/0000006951-25-000017.json
- Plain text: https://secwatch.observer/filing/0000006951-25-000017.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.