---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-22-261327"
form_type: "8-K"
ticker: "AMAT"
cik: "0000006951"
company_name: "APPLIED MATERIALS INC /DE"
filed_at: "2022-10-12T23:59:59+00:00"
generated_at: "2026-06-23T04:10:59.338599+00:00"
event_type: "regulatory"
sentiment: "negative"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Applied Materials cuts Q4 revenue guide ~$400M on new China export rules; discloses subpoena

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-22-261327
- form_type: 8-K
- ticker: AMAT
- cik: 0000006951
- company_name: APPLIED MATERIALS INC /DE
- filed_at: 2022-10-12T23:59:59+00:00
- event_type: regulatory
- sentiment: negative
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/6951/000119312522261327/0001193125-22-261327-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/6951/000119312522261327/d370937d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-22-261327
- JSON: https://secwatch.observer/filing/0001193125-22-261327.json
- Plain text: https://secwatch.observer/filing/0001193125-22-261327.txt

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