{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-007661","form_type":"8-K","ticker":"AMAT","cik":"0000006951","company_name":"APPLIED MATERIALS INC /DE","filed_at":"2026-02-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.489347+00:00","generated_at":"2026-05-16T03:09:25.536398+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Applied Materials Q1 revenue $7.01B (-2% YoY); GAAP EPS $2.54 (+75%), non-GAAP flat; record DRAM/services","bullets":["Revenue $7.01B, down 2% YoY; GAAP net income $2.026B (EPS $2.54) vs $1.185B ($1.45) prior year.","Non-GAAP EPS $2.38, flat YoY; non-GAAP gross margin 49.1%, operating margin 30.0%.","Semiconductor Systems achieved record DRAM revenue; Applied Global Services record services and spares revenue.","Cash from operations $1.69B; returned $702M via $337M buybacks and $365M dividends.","CEO expects semicon equipment business to grow over 20% in calendar 2026; CFO notes capacity expansion."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-007661","json":"https://secwatch.observer/filing/0001628280-26-007661.json","markdown":"https://secwatch.observer/filing/0001628280-26-007661.md","text":"https://secwatch.observer/filing/0001628280-26-007661.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/6951/000162828026007661/0001628280-26-007661-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/6951/000162828026007661/amat-20260212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:09:25.536398+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"}