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Apr 27
Applied Materials Q2 2025 Earnings Report
Applied Materials reported strong Q2 2025 results with record EPS and robust demand in semiconductor technologies.
Key Takeaways
Applied Materials delivered a solid performance in Q2 2025 with $7.1B in revenue and record EPS, driven by growth in AI semiconductor demand and consistent shareholder returns.
Achieved record GAAP EPS of $2.63 and non-GAAP EPS of $2.39.
Revenue rose to $7.1B, reflecting continued strength in semiconductor demand.
Returned $2B to shareholders through buybacks and dividends.
Strong operating margin of 30.5% supported by effective cost control.
Applied Materials
Applied Materials
Applied Materials Revenue by Segment
Applied Materials Revenue by Geographic Location
Revenue by Segment
Semiconductor Systems Revenue
CapyFin.comApplied Global Services Revenue
CapyFin.comDisplay Revenue
CapyFin.comCorporate and Other Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comEurope Revenue
CapyFin.comJapan Revenue
CapyFin.comKorea Revenue
CapyFin.comTaiwan Revenue
CapyFin.comSoutheast Asia Revenue
CapyFin.comChina Revenue
CapyFin.com Forward Guidance
Applied Materials expects Q3 FY2025 revenue of approximately $7.2B, with stable margins and earnings supported by ongoing semiconductor demand.
Positive Outlook
- Revenue guidance set at $7.2B ± $500M for Q3 FY2025.
- Non-GAAP gross margin forecasted at 48.3%.
- Non-GAAP EPS expected around $2.35 ± $0.20.
- Tax benefit of $0.04/share from intra-entity intangible asset transfers.
- Demand for AI computing continuing to drive growth.
Challenges Ahead
- Guidance does not account for unknown future charges.
- Macroeconomic and trade environment remains dynamic.
- Export regulation risks may impact international operations.
- China revenue significantly down year over year.
- Free cash flow declined compared to prior year quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income