regulatory
confidence high
sentiment negative
materiality 0.85
BIS export rule to reduce Applied Materials Q4 FY2025 rev by $110M, FY2026 by $600M
APPLIED MATERIALS INC /DE
- BIS issued expanded export restrictions affecting Applied Materials' China sales.
- Impact on Q4 FY2025 net revenue: approximately $110M reduction.
- Impact on FY2026 net revenue: approximately $600M reduction.
- Restrictions cover exports, parts, and services to specified China customers without license.