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Oct 27, 2024

Applied Materials Q4 2024 Earnings Report

Applied Materials reported record Q4 and fiscal year 2024 performance, driven by technology leadership and strong execution.

Key Takeaways

Applied Materials announced its Q4 and fiscal year 2024 results, with record quarterly revenue of $7.05 billion, up 5 percent year over year, and GAAP EPS of $2.09. The company generated $2.58 billion in cash from operations and distributed $1.77 billion to shareholders.

Quarterly revenue reached $7.05 billion, a 5% increase year-over-year.

GAAP EPS was reported at $2.09, while non-GAAP EPS stood at $2.32.

Cash from operations amounted to $2.58 billion.

Shareholder returns totaled $1.77 billion, including share repurchases and dividends.

Total Revenue
$7.05B
Previous year: $6.72B
+4.8%
EPS
$2.32
Previous year: $2.12
+9.4%
Gross Margin
47.3%
Previous year: 47.1%
+0.4%
Operating Margin
29%
Previous year: 29.3%
-1.0%
Non-GAAP Gross Margin
47.5%
Previous year: 47.3%
+0.4%
Gross Profit
$3.34B
Previous year: $3.17B
+5.2%
Cash and Equivalents
$8.02B
Previous year: $6.13B
+30.8%
Free Cash Flow
$2.17B
Previous year: $1.25B
+74.0%
Total Assets
$34.4B
Previous year: $30.7B
+12.0%

Applied Materials

Applied Materials

Applied Materials Revenue by Segment

Applied Materials Revenue by Geographic Location

Forward Guidance

In the first quarter of fiscal 2025, Applied expects net revenue to be approximately $7.15 billion, plus or minus $400 million. Non-GAAP diluted EPS is expected to be approximately $2.29, plus or minus $0.18.

Positive Outlook

  • Net revenue is expected to be approximately $7.15 billion, plus or minus $400 million.
  • Non-GAAP diluted EPS is expected to be approximately $2.29, plus or minus $0.18.
  • Outlook excludes known charges related to completed acquisitions of $0.01 per share.
  • Outlook includes a net income tax benefit related to intra-entity intangible asset transfers of $0.09 per share.
  • The company is the leader in materials engineering solutions.

Challenges Ahead

  • The outlook does not reflect any items that are unknown at this time.
  • Additional charges related to acquisitions or other non-operational or unusual items are not reflected.
  • Other tax-related items are not able to be predicted without unreasonable efforts due to their inherent uncertainty.
  • The level of demand for products is subject to risks and uncertainties.
  • Global economic, political and industry conditions could cause actual results to differ materially.

Revenue & Expenses

Visualization of income flow from segment revenue to net income