secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED MATERIALS INC /DE (AMAT)
CIK:        0000006951
Form:       8-K
Filed at:   2026-05-14T20:03:53+00:00
Accession:  0001628280-26-035071
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Applied Materials Q2 FY2026: Record revenue $7.91B, EPS $3.51 GAAP, $2.86 non-GAAP
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- Revenue $7.91B (+11% YoY); GAAP EPS $3.51 (+33%), non-GAAP EPS $2.86 (+20%).
- GAAP gross margin 49.9% (up 0.8 pts); non-GAAP gross margin 50.0%.
- CEO expects semiconductor equipment business to grow more than 30% in calendar 2026.
- Distributed $765M to shareholders: $400M in buybacks and $365M in dividends.
- Free cash flow $210M, down 80% from $1.06B a year earlier.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/6951/000162828026035071/0001628280-26-035071-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/6951/000162828026035071/amat-20260514.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-035071

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