Reported Q: Q2 2024 Rev YoY: +3.4% EPS YoY: +11.3% Move: +2.50%
Applied Materials Inc
AMAT
$330.57 2.50%
Exchange NASDAQ Sector Technology Industry Semiconductors
Q2 2024
Published: May 23, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for AMAT

Reported

Report Date

May 23, 2024

Quarter Q2 2024

Revenue

6.65B

YoY: +3.4%

EPS

2.06

YoY: +11.3%

Market Move

+2.50%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $6.65B up 3.4% year-over-year
  • EPS of $2.06 increased by 11.3% from previous year
  • Gross margin of 47.4%
  • Net income of 1.72B
  • ""Our tools under subscription agreement increased by 8% year-over-year and our installed base of chambers surpassed 200,000 for the first time."" - Brice Hill
AMAT
Applied Materials Inc

Executive Summary

Applied Materials Inc delivered robust financial performance for the second quarter of fiscal 2024, reporting revenues of $6.65 billion, which reflects a 3.44% increase year-over-year (YoY). Growth was mainly driven by significant demand in semiconductor manufacturing equipment and services, as ongoing technological transitions emphasize the critical role of the company's offerings in the evolving technological landscape. Furthermore, the continued momentum in advanced packaging, high-bandwidth memory, and logic nodes positions Applied Materials favorably for future revenue expansion. Completion of ongoing collaboration with leading-edge customers has also bolstered confidence in sustaining double-digit growth for the services segment, which generated $1.53 billion in revenue this quarter. Management attributes these achievements to strategic investments in R&D and a focus on enhancing their service business, expecting further double-digit increase in 2025 as adoption of gate-all-around technologies accelerates.

Key Performance Indicators

Revenue
Increasing
6.65B
QoQ: -0.91% | YoY: 3.44%
Gross Profit
Increasing
3.15B
47.44% margin
QoQ: -1.59% | YoY: 5.95%
Operating Income
Increasing
1.91B
QoQ: -2.80% | YoY: 6.10%
Net Income
Increasing
1.72B
QoQ: -14.71% | YoY: 10.38%
EPS
Increasing
2.07
QoQ: -14.81% | YoY: 11.29%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 7,100.00 2.63 +6.8% View
Q1 2025 7,166.00 1.45 +6.8% View
Q4 2024 7,045.00 2.09 +4.8% View
Q3 2024 6,778.00 2.05 +0.8% View
Q2 2024 6,646.00 2.06 +3.4% View