secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED MATERIALS INC /DE (AMAT)
CIK:        0000006951
Form:       8-K
Filed at:   2025-11-13T23:59:59+00:00
Accession:  0001628280-25-051998
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Applied Materials reports record FY2025 revenue $28.37B, up 4%; annual GAAP EPS $8.66, non-GAAP $9.42
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- Q4 FY2025 revenue $6.80B (-3% YoY); GAAP EPS $2.38 (+14%), non-GAAP EPS $2.17 (-6%).
- Record FY2025 revenue $28.37B (+4%); GAAP net income $6.998B (-2% YoY).
- Non-GAAP free cash flow for FY2025 $5.698B, down 24% from $7.487B in FY2024.
- CEO cites AI-driven investment in advanced semiconductors; company preparing for higher demand in H2 calendar 2026.
- Gross margin improved to 48.0% (Q4) and 48.7% (FY) vs 47.3% and 47.5% a year ago.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/6951/000162828025051998/0001628280-25-051998-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/6951/000162828025051998/amat-20251113.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-051998

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer