SANTA CLARA, Calif., May 17, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Gary Dickerson, President and CEO, and Brice Hill, Senior Vice President and CFO, will participate in fireside chats at upcoming investor conferences. Mr. Dickerson will participate at the Bernstein Strategic Decisions Conference in New York on Thursday, May 30 beginning at 11:30 a.m. PT / 2:30 p.m. ET. Mr. Hill will participate at the BofA Securities Global Technology Conference in San Francisco on Thursday, ...

SANTA CLARA, Calif., May 17, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Gary Dickerson, President and CEO, and Brice Hill, Senior Vice President and CFO, will participate in fireside chats at upcoming investor conferences. Mr. Dickerson will participate at the Bernstein Strategic Decisions Conference in New York on Thursday, May 30 beginning at 11:30 a.m. PT / 2:30 p.m. ET. Mr. Hill will participate at the BofA Securities Global Technology Conference in San Francisco on Thursday, ...

财务数据和关键指标变化 - 公司第二季度收入和利润接近引导区间的高端 [9] - 公司在2024年持续交出强劲业绩,并有望从长期趋势中受益 [9] 各条业务线数据和关键指标变化 - 半导体系统业务收入保持强劲,包括离子注入设备销售创新高 [38] - 应用全球服务(AGS)业务收入同比增长7%,达到15.3亿美元,订阅式服务协议工具数量增加8% [38][39] - 显示业务收入为1.79亿美元 [39] 各个市场数据和关键指标变化 - 中国市场收入占比将在第三季度回归正常水平,约30% [84][116][117] - ICAPS(物联网、通信、汽车、电源和传感器)业务在第二、三季度保持强劲增长,弥补了中国DRAM业务的下降 [30][31][84][116] 公司战略和发展方向及行业竞争 - 公司专注于支持推动半导体技术关键架构转变,如栅极全包围晶体管、高性能DRAM和先进封装,以此持续超越市场表现 [13][14][15][16][19] - 公司正在与客户和合作伙伴进行更早、更深入和更广泛的合作,加速关键技术的商业化 [21][22][23] - 公司服务业务保持两位数增长,体现了行业路线图日益复杂带来的机遇 [23][35] 管理层对经营环境和未来前景的评论 - 数据中心AI是未来最大的技术转型,公司在支撑其关键半导体技术方面处于领先地位 [13][19] - 物联网、电动汽车和可再生能源等大趋势将持续推动ICAPS业务增长 [31][32] - 公司有信心在未来几年内将先进封装业务规模翻番 [17][18] 问答环节重要的提问和回答 问题1 **CJ Muse 提问** 询问公司对下半年和2025年的可见度以及与大客户的对话情况 [45][46][47][48][49] **Gary Dickerson 回答** 公司看到ICAPS和领先逻辑业务可以弥补中国DRAM业务的下降,对2025年的栅极全包围技术也有信心继续增长 [46][47][48][49] 问题2 **Stacy Rasgon 提问** 询问公司2025年的增长潜力,是否可以在WFE市场持平的情况下实现显著增长 [50][51][52][53][54][55][56][57][58][60][61] **Brice Hill 和 Gary Dickerson 回答** 公司在关键技术转型如栅极全包围、先进封装、HBM和服务业务等方面有很强的增长潜力,有望持续超越市场表现 [51][52][53][54][55][56][57][58][60][61] 问题3 **Mark Lipacis 提问** 询问公司向上游价值链延伸是否会带来更高的利润率 [64][65][66][67] **Gary Dickerson 回答** 公司正在与客户进行更深入的合作,提供更多价值,未来有望获得更多利润 [65][66][67]

Applied Materials (AMAT) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.97 per share. This compares to earnings of $2 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 6.09%. A quarter ago, it was expected that this maker of chipmaking equipment would post earnings of $1.90 per share when it actually produced earnings of $2.13, delivering a surprise of 12.11%. Over the last four ...

For the quarter ended April 2024, Applied Materials (AMAT) reported revenue of $6.65 billion, up 0.2% over the same period last year. EPS came in at $2.09, compared to $2.00 in the year-ago quarter. The reported revenue represents a surprise of +2.04% over the Zacks Consensus Estimate of $6.51 billion. With the consensus EPS estimate being $1.97, the EPS surprise was +6.09%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

Second Quarter Fiscal 2024 Earnings Presentation May 16, 2024 Applied Materials External Forward-Looking Statements This presentation contains forward-looking statements, including those regarding anticipated growth and trends in our businesses and markets, industry outlooks and demand drivers, technology transitions, our business and financial performance and market share positions, our capital allocation and cash deployment strategies, our investment and growth strategies, our development of new products ...

Revenue $6.65 billion, flat year over year GAAP operating margin 28.8 percent and non-GAAP operating margin 29.0 percent, flat and down 0.1 point year over year, respectively GAAP EPS $2.06 and non-GAAP EPS $2.09, up 11 percent and 5 percent year over year, respectively Generated $1.39 billion in cash from operations SANTA CLARA, Calif., May 16, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ:AMAT) today reported results for its second quarter ended Apr. 28, 2024. Second Quarter Results Applied gen ...

Applied Materials, Inc. (AMAT) is set to report second-quarter fiscal 2024 results on May 16. For the fiscal second quarter, AMAT expects net sales of $6.50 billion (+/-$400 million). The Zacks Consensus Estimate for revenues is pegged at $6.51 billion, suggesting a decline of 1.8% from the year-ago quarter’s reading. Applied Materials projects non-GAAP earnings of $1.79-$2.15 per share. The Zacks Consensus Estimate for earnings is pinned at $1.96 per share, indicating a decline of 2% from the year-ago quar ...

The upcoming report from Applied Materials (AMAT) is expected to reveal quarterly earnings of $1.96 per share, indicating a decline of 2% compared to the year-ago period. Analysts forecast revenues of $6.51 billion, representing a decrease of 1.8% year over year. The consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Prior ...

AP Photo/Richard Drew Copyright 2013 AP. All rights reserved. This material may not be published, broadcast, rewritten or redistributed. The coming week is OPEX (options expiration week) in May. This has been one of the less bullish such weeks among the 12 months in any year since 1985. A market consolidation is expected in the week followed by a rally into the end of the month. June appears bearish. A down June would complete the second quarter correction. Applied Materials Applied Materials reports after ...