Applied Materials
Sells capital equipment (Semiconductor Systems ~75% of revenue) plus a high-margin recurring installed-base services/parts/subscription business (Applied Global Services ~21%); revenue tracks customer wafer-fab capex cycles, with AGS providing a recurring annuity that smooths the cycle. ~85% of system sales are leading-edge foundry/logic + DRAM/HBM + advanced packaging.
Price · 1-year trend
real · weeklyThe thesis on this name
AI Compute Value-Chain
AI Compute Value-Chain
AI Compute Value-Chain
Memory super-cycle monitor
Memory super-cycle monitor
Memory super-cycle monitor
Reported financials — SEC EDGAR
Audited GAAP figures pulled from SEC filings · latest filing 2025-12-12. The audited primary-source spine — not investment advice.
Revenue — annual (GAAP)
Margins & balance sheet — FY’25
Where our coverage leans
Sign in to read the bull & bear take — Pro unlocks the full dossier.
Full financial intelligence for Applied Materials
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range