---
schema_version: "secwatch.filing_event.v1"
accession: "0000006951-25-000032"
form_type: "8-K"
ticker: "AMAT"
cik: "0000006951"
company_name: "APPLIED MATERIALS INC /DE"
filed_at: "2025-08-14T23:59:59+00:00"
generated_at: "2026-05-17T13:44:15.713548+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Applied Materials Q3 revenue $7.30B (record), EPS $2.22/$2.48; guides Q4 down

## Summary
- 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.

## SEC filing metadata
- accession: 0000006951-25-000032
- form_type: 8-K
- ticker: AMAT
- cik: 0000006951
- company_name: APPLIED MATERIALS INC /DE
- filed_at: 2025-08-14T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/6951/000000695125000032/0000006951-25-000032-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/6951/000000695125000032/amat-20250814.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000006951-25-000032
- JSON: https://secwatch.observer/filing/0000006951-25-000032.json
- Plain text: https://secwatch.observer/filing/0000006951-25-000032.txt

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