secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED MATERIALS INC /DE (AMAT)
CIK:        0000006951
Form:       8-K
Filed at:   2025-10-02T23:59:59+00:00
Accession:  0001628280-25-043753
Event type: regulatory
Sentiment:  negative
Materiality: 0.85
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/6951/000162828025043753/0001628280-25-043753-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/6951/000162828025043753/amat-20250929.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-043753

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