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Source document· November 13, 2025

Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Results

View original at globenewswire.com
Applied Materials Announces Fourth Quarter and Fiscal Year 2025 Results Record annual revenue $28.37 billion, up 4 percent year over yearRecord annual GAAP EPS $8.66 and record non-GAAP EPS $9.42, up 1 percent and 9 percent year over year, respectivelyQuarterly revenue $6.80 billion, down 3 percent year over yearQuarte…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • R&D investments targeted to create products enabling faster and more energy-efficient transistors, chips and systems

    80% confidence

  • Higher demand expected to begin in the second half of calendar 2026

    80% confidence

  • AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment

    80% confidence

  • Applied Materials is well positioned at the highest value technology inflections in the fastest growing areas of the market

    80% confidence

  • Applied Materials delivered its sixth consecutive year of growth in fiscal 2025

    80% confidence

Data points we hold from this source

Applied Materials, Inc. · cash7241 million_USD
Applied Materials, Inc. · debt6555 million_USD
Applied Materials, Inc. · gross margin48.0 percent
Applied Materials, Inc. · revenue us655 million_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Agentic AI Goes Operational: Platform Governance, Local Silicon, and the Physical-AI Data Race
In mid-to-late October 2026, enterprise vendors (Cisco, Fortinet, ServiceNow, Intuit, Salesforce/Braze, Adobe) shipped agent governance, AI security and AI-driven customer engagement products, while a parallel hardware wave (NVIDIA RTX Spark laptops, ASUS, Apple's iPad mini, Microsoft's hybrid local/cloud Windows) pushed AI onto local devices. A third strand, physical AI (Encord, Harvest Praxis, Hesai), argues that real-world sensor data and cheaper edge chips are the next bottleneck. The common thread is the shift from AI experimentation to governed, scaled deployment, with Salesforce's Braze acquisition showing consolidation and fintech players like Intuit tying AI to trusted financial data. The facts support a broad industry theme but contain little direct finance or regulatory evidence, so the AI-finance angle is thin.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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