{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-043753","form_type":"8-K","ticker":"AMAT","cik":"0000006951","company_name":"APPLIED MATERIALS INC /DE","filed_at":"2025-10-02T23:59:59+00:00","discovered_at":"2026-05-14T18:02:41.926317+00:00","generated_at":"2026-05-17T04:59:27.761694+00:00","sec_items":["7.01"],"event_type":"regulatory","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"BIS export rule to reduce Applied Materials Q4 FY2025 rev by $110M, FY2026 by $600M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-043753","json":"https://secwatch.observer/filing/0001628280-25-043753.json","markdown":"https://secwatch.observer/filing/0001628280-25-043753.md","text":"https://secwatch.observer/filing/0001628280-25-043753.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/6951/000162828025043753/0001628280-25-043753-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/6951/000162828025043753/amat-20250929.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T04:59:27.761694+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}