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

    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
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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Señales que seguimos
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.
Patrones que observamos ›
Donde las fuentes discrepan
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.
Señalamos los conflictos abiertamente ›
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