---
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"
generated_at: "2026-05-16T03:09:25.536398+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Applied Materials Q1 revenue $7.01B (-2% YoY); GAAP EPS $2.54 (+75%), non-GAAP flat; record DRAM/services

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-007661
- JSON: https://secwatch.observer/filing/0001628280-26-007661.json
- Plain text: https://secwatch.observer/filing/0001628280-26-007661.txt

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