Highest-materiality recent filing
Applied Materials appoints Qualcomm CFO/COO Akash Palkhiwala to board
Akash Palkhiwala elected to board and Audit Committee effective Aug 27, 2026.
Applied Materials Q3 FY26 record revenue $9.12B, EPS $3.50, raises FY26 outlook
Revenue $9.12B up 25% YoY; GAAP EPS $3.17, non-GAAP EPS $3.50 (up 43%/41% YoY).
Applied Materials Q2 FY2026: Record revenue $7.91B, EPS $3.51 GAAP, $2.86 non-GAAP
Revenue $7.91B (+11% YoY); GAAP EPS $3.51 (+33%), non-GAAP EPS $2.86 (+20%).
Shareholders elect 10 directors and approve advisory say-on-pay at 2026 annual meeting
All 10 director nominees elected; lowest support was Kevin P. March with 89.6% of votes cast.
Agreed to pay $252.5M to BIS to resolve allegations of non-compliant China customer shipments from Nov 2020 to July 2022.
Revenue $7.01B, down 2% YoY; GAAP net income $2.026B (EPS $2.54) vs $1.185B ($1.45) prior year.
Q4 FY2025 revenue $6.80B (-3% YoY); GAAP EPS $2.38 (+14%), non-GAAP EPS $2.17 (-6%).
Applied Materials to cut ~4% of workforce; expects $160M-$180M in charges
Approximately 4% of global workforce impacted; expects $160M-$180M in charges, primarily severance and one-time benefits.
BIS export rule to reduce Applied Materials Q4 FY2025 rev by $110M, FY2026 by $600M
BIS issued expanded export restrictions affecting Applied Materials' China sales.
Applied Materials secures $2.0B 364-day revolving credit facility due Sept 2026
364-day $2.0B unsecured revolving credit facility with Bank of America as administrative agent.
Applied Materials prices $1B dual-tranche senior notes; proceeds to refinance 2025 maturity
Issued $550M of 4.000% senior notes due 2031 and $450M of 4.600% senior notes due 2036.
Director Yvonne McGill resigns from Applied Materials board effective Sept 12, 2025
Yvonne McGill resigned from the Board of Directors, effective September 12, 2025.
Applied Materials Q3 revenue $7.30B (record), EPS $2.22/$2.48; guides Q4 down
Record revenue $7.30B, +8% YoY; GAAP EPS $2.22 (+8%), record non-GAAP EPS $2.48 (+17%).
Applied Materials appoints Jim Anderson to Board of Directors, effective July 18, 2025
Jim Anderson, CEO of Coherent Corp., elected to Board and Strategy & Investment Committee effective July 18, 2025.
Applied Materials Q2 revenue $7.1B (+7% YoY), record GAAP EPS $2.63 (+28%)
Revenue $7.10B (+7% YoY); GAAP EPS $2.63 (record, +28%); non-GAAP EPS $2.39 (+14%).
Applied Materials buys 9% stake in BE Semiconductor Industries to boost hybrid bonding
Purchased 9% of Besi's outstanding common stock through market-based transactions; no regulatory approvals needed.
All ten director nominees elected; top vote-getters: Scott McGregor (593.1M for) and Gary Dickerson (590.5M for).
Applied Materials enters $2.0B revolving credit facility, replaces $1.5B prior facility
New five-year $2.0B revolving credit facility, matures February 24, 2030.
Applied Materials announces Q1 FY2025 results; specific figures not available in provided text
Fiscal Q1 ended January 26, 2025 earnings released; no revenue, EPS, or guidance figures extracted.
Full-year revenue record $27.18B, up 2% YoY; GAAP EPS $8.61 (+6%), non-GAAP EPS $8.65 (+7%).
Applied Materials reports record Q3 revenue of $6.78B, GAAP EPS $2.05, up 11% YoY
Revenue $6.78B, up 5% YoY; GAAP EPS $2.05 (+11%), non-GAAP EPS $2.12 (+12%).
Applied Materials completes $700M senior notes offering at 4.800% due 2029
$700M aggregate principal of 4.800% senior unsecured notes due June 15, 2029.
Applied Materials Q2 FY2024 EPS up 5% (non-GAAP) to $2.09; revenue flat at $6.65B
GAAP EPS $2.06, up 11% YoY; net income $1.72B.
All ten director nominees elected, including CEO Gary Dickerson and Aart de Geus.
Applied Materials appoints Adam Sanders as Chief Accounting Officer effective March 4, 2024
Sanders, 52, previously Semiconductor Segment Group CFO, succeeds Charles Read who served as interim principal accounting officer since December 2023.
Applied Materials Q1 FY2024: rev flat $6.71B, GAAP EPS $2.41 (+19%), non-GAAP $2.13 (+5%)
Revenue $6.71B flat YoY; GAAP EPS $2.41 (+19%), non-GAAP EPS $2.13 (+5%).
Jeff Bodner, principal accounting officer, departed December 11, 2023; departure not due to any disagreement with company.
Applied Materials Q4 revenue $6.72B flat YoY; GAAP EPS $2.38 up 29%; FY2023 record revenue $26.52B
Quarterly revenue $6.72B flat YoY; GAAP EPS $2.38 (+29%), non-GAAP EPS $2.12 (+4%).
Applied Materials Q3 revenue $6.43B, down 1% YoY; GAAP EPS $1.85 flat, non-GAAP EPS $1.90 down 2%
Revenue $6.43B (-1% YoY); GAAP operating margin 28.0% (down 1.5 pts), non-GAAP op. margin 28.3% (down 1.7 pts).
Applied Materials Q2 FY2023 revenue $6.63B (+6% YoY), EPS $1.86/$2.00 GAAP/non-GAAP
Revenue $6.63B (+6% YoY); GAAP EPS $1.86 (+7%), non-GAAP EPS $2.00 (+8%).
All 10 director nominees elected; Thomas Iannotti received highest against vote (46.1M).
Applied Materials Q1 revenue $6.74B up 7% YoY; GAAP EPS $2.02, non-GAAP EPS $2.03
Revenue $6.74B (+7% YoY); GAAP EPS $2.02 (+1% YoY); non-GAAP EPS $2.03 (+7% YoY).
Applied Materials amends bylaws to enhance director nomination procedures
Requires stockholders using Rule 14a-19 to represent intent and certify compliance prior to meeting.
Record Q4 revenue $6.75B (+10% YoY); annual revenue $25.79B (+12% YoY).
Applied Materials appoints Kevin March to board of directors
Kevin March elected to the Board and Audit Committee effective October 20, 2022.
Applied Materials cuts Q4 revenue guide ~$400M on new China export rules; discloses subpoena
Q4 revenue outlook lowered to ~$6.4B from prior ~$6.65B; $400M reduction due to US export regulations on China.
Applied Materials EVP Salehpour to retire Jan 6, 2023; $655K severance, equity forfeiture
Ali Salehpour, SVP Services/Display, will retire effective Jan 6, 2023; will serve as Advisor to CEO through that date.
Applied Materials names Jeff Bodner as new CAO; Charles Read moves to business units CFO
Charles Read transitions from CAO to Corporate VP, Business Units and Operations CFO, effective Sept 13, 2022.
Applied Materials SVP Ali Salehpour to retire in January 2023
Ali Salehpour, SVP of Services, Display and Flexible Technology, notified intent to retire in January 2023.
Applied Materials Q3 revenue record $6.52B, EPS $1.85; supply chain constraints persist
Revenue $6.52B (+5% YoY); GAAP EPS $1.85 (-1% YoY); non-GAAP EPS $1.94 (+2% YoY).
Applied Materials Q2 FY2022 revenue $6.25B (+12% YoY), GAAP EPS $1.74 (+22% YoY)
Non-GAAP adjusted diluted EPS of $1.85, up 13% YoY from $1.63.
All 10 director nominees elected with at least ~91% of votes cast in favor.
Applied Materials appoints Brice Hill as CFO, effective March 7, 2022
Brice Hill, former Xilinx CFO, succeeds interim CFO Bob Halliday; Halliday stays as advisor.
Applied Materials Q1 revenue $6.27B record, up 21% YoY; GAAP EPS $2.00 up 64%
Record quarterly revenue of $6.27B, up 21% YoY; GAAP EPS $2.00 (up 64%), non-GAAP EPS $1.89 (up 36%).
Applied Materials amends bylaws; clarifies director nomination and voting procedures
Nominees per stockholder limited to number of directors to be elected; nominees must intend to serve full term.
Applied Materials reports record annual revenue of $23.06B, up 34% YoY; Q4 EPS $1.89 GAAP
Q4 revenue $6.12B (+31% YoY) at low-end of guidance due to supply constraints; GAAP EPS $1.89, non-GAAP $1.94.
Applied Materials CFO Dan Durn departs for Adobe; Bob Halliday named interim CFO
Dan Durn, SVP and CFO, leaving Oct. 15 to become CFO at Adobe Inc.
Applied Materials reports record Q3 revenue $6.20B (+41% YoY), EPS $1.87 (+105%)
Revenue $6.20B (record), up 41% YoY; GAAP operating margin 32.5% (record).
On August 27, 2026, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Akash Palkhiwala to the Board and the Board’s Audit Committee, effective immediately.
On February 27, 2024, Applied Materials, Inc. (“Applied” or the “Company”) appointed Adam Sanders as the Company’s Appointed Vice President, Corporate Controller and Chief Accounting Officer (“Chief Accounting Officer”), effective March 4, 2024 (the “Effective Date”).
Charles Read will serve as the Company’s interim principal accounting officer, effective immediately.
On December 11, 2023, Jeff Bodner, the principal accounting officer of Applied Materials, Inc. (the “Company” or “Applied”), departed the Company.
On October 20, 2022, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Kevin P. March to the Board and the Board’s Audit Committee, effective immediately.
Ali Salehpour, then Senior Vice President, Services, Display and Flexible Technology of Applied Materials, Inc. (“Applied” or the “Company”), notified Applied of his intent to retire from the Company in January 2023.
Effective September 13, 2022, Mr. Read will begin serving as the Company’s Corporate Vice President, Business Units and Operations CFO.
On September 6, 2022, Applied appointed Jeff Bodner as the Company’s new Corporate Vice President, Corporate Controller and Chief Accounting Officer, effective September 13, 2022
On August 23, 2022, Ali Salehpour, Senior Vice President, Services, Display and Flexible Technology of Applied Materials, Inc. (“Applied” or the “Company”), notified Applied of his intent to retire from the Company in January 2023.
appointed Brice Hill, age 55, Senior Vice President, Chief Financial Officer, of the Company, effective on March 7, 2022
Mr. Hill will succeed Robert J. Halliday, the Company’s interim Chief Financial Officer. Mr. Halliday will remain with the Company to support a smooth transition and resume his role as a Corporate Vice President and Advisor.
On September 28, 2021, Daniel J. Durn, Applied Materials, Inc.’s (“Applied” or the “Company”) Senior Vice President, Chief Financial Officer, notified the Company he will be leaving Applied to become the CFO at Adobe Inc.
Max materiality 0.90 · Median 0.60 · Most common event earnings