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Aug 01, 2021
Applied Materials Q3 2021 Earnings Report
Applied Materials achieved record quarterly revenue driven by strong demand for semiconductors.
Key Takeaways
Applied Materials reported record third-quarter results with revenue of $6.20 billion, up 41% year over year. GAAP EPS was $1.87, and non-GAAP EPS was $1.90, representing increases of 105% and 79% year-over-year, respectively.
Record quarterly revenue of $6.20 billion, up 41 percent year over year
Record quarterly GAAP operating margin of 32.5 percent, up 7.3 points year over year
Record non-GAAP operating margin of 32.7 percent, up 6.3 points year over year
Record quarterly GAAP EPS of $1.87 and record non-GAAP EPS of $1.90, up 105 percent and 79 percent year over year, respectively
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
For the fourth quarter of fiscal 2021, Applied expects net sales to be approximately $6.33 billion, plus or minus $250 million. Non-GAAP adjusted diluted EPS is expected to be in the range of $1.87 to $2.01.
Positive Outlook
- Net sales are expected to be approximately $6.33 billion, plus or minus $250 million.
- Non-GAAP adjusted diluted EPS is expected to be in the range of $1.87 to $2.01.
- Outlook excludes known charges related to completed acquisitions of $0.01 per share.
- Includes the normalized tax benefit of share-based compensation of $0.01 per share.
- Includes a net income tax benefit related to intra-entity intangible asset transfers of $0.03 per share.
Challenges Ahead
- Outlook does not reflect any items that are unknown at this time.
- Excludes any additional charges related to acquisitions or other non-operational or unusual items.
- Does not include other tax-related items.
- Uncertainty in predicting items without unreasonable efforts due to their inherent uncertainty.
- Forward-looking statements are subject to risks and uncertainties.
Revenue & Expenses
Visualization of income flow from segment revenue to net income