---
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"
generated_at: "2026-05-17T04:59:27.761694+00:00"
event_type: "regulatory"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# BIS export rule to reduce Applied Materials Q4 FY2025 rev by $110M, FY2026 by $600M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: regulatory
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 7.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-043753
- JSON: https://secwatch.observer/filing/0001628280-25-043753.json
- Plain text: https://secwatch.observer/filing/0001628280-25-043753.txt

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