secwatch.observer — SEC 8-K summary
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Issuer:     APPLIED MATERIALS INC /DE (AMAT)
CIK:        0000006951
Form:       8-K
Filed at:   2026-08-13T20:03:36+00:00
Accession:  0001628280-26-056699
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Applied Materials Q3 FY26 record revenue $9.12B, EPS $3.50, raises FY26 outlook
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- Revenue $9.12B up 25% YoY; GAAP EPS $3.17, non-GAAP EPS $3.50 (up 43%/41% YoY).
- GAAP gross margin 50.3%, non-GAAP 50.4%; 13th consecutive quarter of YoY expansion.
- Record operating cash flow $3.04B; returned $860M via $440M buybacks and $420M dividends.
- Raising Semiconductor Systems revenue expectations for CY2026; expects stronger growth in 2027.
- CFO sees H2 strength in DRAM, leading-edge foundry-logic, advanced packaging; adding capacity.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/0001628280-26-056699-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/amat-20260813.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-056699

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