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Oct 29, 2023

Applied Materials Q4 2023 Earnings Report

Applied Materials reported flat year-over-year quarterly revenue and increased GAAP EPS by 29 percent.

Key Takeaways

Applied Materials announced its Q4 and Fiscal Year 2023 results, with quarterly revenue of $6.72 billion, flat year over year. The company reported GAAP EPS of $2.38, up 29 percent year over year, and non-GAAP EPS of $2.12, up 4 percent year over year. For the full year, Applied Materials generated record revenue of $26.52 billion, up 3 percent year over year.

Quarterly revenue was $6.72 billion, flat year over year.

GAAP EPS was $2.38, up 29 percent year over year.

Non-GAAP EPS was $2.12, up 4 percent year over year.

Generated $1.56 billion in cash from operations and distributed $968 million to shareholders.

Total Revenue
$6.72B
Previous year: $6.75B
-0.4%
EPS
$2.12
Previous year: $2.03
+4.4%
Gross Margin
47.1%
Previous year: 45.9%
+2.6%
Operating Margin
29.3%
Previous year: 29.5%
-0.7%
Non-GAAP Gross Margin
47.3%
Previous year: 46%
+2.8%
Gross Profit
$3.17B
Previous year: $3.1B
+2.2%
Cash and Equivalents
$6.13B
Previous year: $2B
+207.4%
Free Cash Flow
$1.25B
Previous year: $634M
+96.5%
Total Assets
$30.7B
Previous year: $26.7B
+15.0%

Applied Materials

Applied Materials

Applied Materials Revenue by Segment

Applied Materials Revenue by Geographic Location

Forward Guidance

In the first quarter of fiscal 2024, Applied expects net sales to be approximately $6.47 billion, plus or minus $400 million. Non-GAAP adjusted diluted EPS is expected to be in the range of $1.72 to $2.08.

Revenue & Expenses

Visualization of income flow from segment revenue to net income