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Source document· February 12, 2026

Applied Materials Announces First Quarter 2026 Results

View original at finance.yahoo.com
Applied Materials Announces First Quarter 2026 Results Applied Materials, Inc…
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What we drew from this source

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  • Applied Materials delivered strong results in fiscal first quarter, fueled by the acceleration of industry investments in AI computing

    80% confidence

  • Applied Materials is focused on ensuring capacity to support customers with increasing demand for innovative products and services

    80% confidence

  • Over the past several years, Applied Materials has nearly doubled its system manufacturing capability, strengthened supply chain and increased inventories in preparation for market growth

    80% confidence

  • Applied Materials is the process equipment leader in leading-edge logic, high-bandwidth memory and advanced packaging

    80% confidence

  • Applied Materials expects to grow its semiconductor equipment business over 20 percent in calendar year 2026

    80% confidence

  • The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging

    80% confidence

Data points we hold from this source

Applied Materials, Inc. · revenue7.012 billion_USD
Applied Materials, Inc. · stockholders equity21.717 billion_USD
Applied Materials, Inc. · employee count35500 employees
Applied Materials, Inc. · taiwan revenue1.722 billion_USD
Applied Materials, Inc. · total assets37.644 billion_USD
Applied Materials, Inc. · total debt6.553 billion_USD
Applied Materials, Inc. · us revenue0.656 billion_USD
Applied Materials, Inc. · gross margin49.0 percent
Applied Materials, Inc. · inventories5.997 billion_USD
Applied Materials, Inc. · japan revenue0.525 billion_USD
Applied Materials, Inc. · korea revenue1.458 billion_USD
Applied Materials, Inc. · net income2.026 billion_USD
Applied Materials, Inc. · non gaap eps2.38 USD
Applied Materials, Inc. · non gaap free cash flow1.040 billion_USD
Applied Materials, Inc. · non gaap gross margin49.1 percent
Applied Materials, Inc. · non gaap net income1.899 billion_USD
Applied Materials, Inc. · non gaap operating margin30.0 percent
Applied Materials, Inc. · operating cash flow1.686 billion_USD
Applied Materials, Inc. · operating margin26.1 percent
Applied Materials, Inc. · cash and equivalents7.218 billion_USD
Applied Materials, Inc. · china revenue2.095 billion_USD
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What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Applied Materials Announces First Quarter 2026 Results — Source | Via News | Via News