secwatch.observer — SEC 8-K summary
======================================

Issuer:     APPLIED MATERIALS INC /DE (AMAT)
CIK:        0000006951
Form:       8-K
Filed at:   2025-08-14T23:59:59+00:00
Accession:  0000006951-25-000032
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/6951/000000695125000032/0000006951-25-000032-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/6951/000000695125000032/amat-20250814.htm
  HTML page:      https://secwatch.observer/filing/0000006951-25-000032

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer