Applied Materials (NASDAQ: AMAT) is a leading company in the semiconductor equipment industry, and its earnings reports are closely watched by investors and analysts as they provide crucial insights into the health of the semiconductor market and the company's financial performance. Understanding when these reports are released is essential for anyone tracking the company's stock or the broader technology sector.

Key Information

Applied Materials (NASDAQ: AMAT) is anticipated to release its next earnings report on Thursday, August 14, 2025, for the fiscal third quarter ending July 2025. Analysts are currently forecasting an earnings per share (EPS) of $2.34 for this period.

Based on historical reporting trends, the expected dates for future earnings reports for Applied Materials are generally as follows:

• Q4 2025 (Fiscal Quarter ending October 2025): Expected around November 2025, with a consensus EPS forecast of $2.37.
• Q1 2026 (Fiscal Quarter ending January 2026): Expected around February 2026, with a consensus EPS forecast of $2.38.
• Q2 2026 (Fiscal Quarter ending April 2026): Expected around May 2026, with a consensus EPS forecast of $2.44.
• Q3 2026 (Fiscal Quarter ending July 2026): Expected around August 2026, with a consensus EPS forecast of $2.53.

Here's a summary of Applied Materials' recent past earnings dates and reported results:

• Q2 2025 (Fiscal Quarter ending April 2025):
  • Report Date: May 15, 2025
  • Reported EPS: $2.39, surpassing analysts' consensus estimates of $2.31 by $0.08.
  • Revenue: $7.10 billion, marking a 7% year-over-year increase.
• Q1 2025 (Fiscal Quarter ending January 2025):
  • Report Date: February 13, 2025
  • Reported EPS: $2.38, exceeding the consensus estimate of $2.28.
• Q4 2024 (Fiscal Quarter ending October 2024):
  • Report Date: November 14, 2024
  • Reported Non-GAAP EPS: $2.32, up 9% year-over-year.
  • Revenue: $7.05 billion, up 5% year-over-year.
• Q3 2024 (Fiscal Quarter ending July 2024):
  • Report Date: August 15, 2024
  • Reported Non-GAAP EPS: $2.12, up 12% year-over-year.
  • Revenue: $6.78 billion, up 5% year-over-year.
• Q2 2024 (Fiscal Quarter ending April 2024):
  • Report Date: May 16, 2024
  • Reported EPS: $2.09.
• Q1 2024 (Fiscal Quarter ending January 2024):
  • Report Date: February 15, 2024
  • Reported EPS: $2.13.
• Q4 2023 (Fiscal Quarter ending October 2023):
  • Report Date: November 16, 2023
• Q3 2023 (Fiscal Quarter ending July 2023):
  • Report Date: August 17, 2023

Context and Background

Applied Materials operates in the highly cyclical semiconductor industry, which is characterized by periods of rapid growth followed by slowdowns. The company provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. Its performance is a bellwether for the broader technology sector, as demand for its products is directly tied to capital expenditures by chipmakers.

Historically, Applied Materials has consistently reported earnings in the middle of the second month following the end of its fiscal quarter. This predictable schedule allows investors to anticipate these releases and prepare for potential market reactions. The company's fiscal year ends in October, which means its Q4 earnings report typically falls in November.

Compared to other companies in the semiconductor equipment space, Applied Materials is one of the largest and most diversified, offering a wide range of products and services across various stages of chip manufacturing. This broad exposure can sometimes buffer it from downturns in specific segments of the industry.

Relevant trends impacting AMAT's earnings include the ongoing demand for artificial intelligence (AI) chips, the expansion of data centers, and the increasing complexity of semiconductor manufacturing, all of which drive the need for advanced equipment. Geopolitical factors and global supply chain dynamics also play a significant role in the company's outlook.

Implications

The upcoming earnings report for Applied Materials (NASDAQ: AMAT) on August 14, 2025, carries several implications for investors and the market.

Short-term Implications

In the short term, the actual reported EPS and revenue figures, along with the company's guidance for the next quarter, will likely dictate immediate stock price movements. A beat on earnings or strong guidance could lead to a positive reaction, while a miss or cautious outlook could result in a decline. Analysts will also be scrutinizing the company's commentary on demand trends, inventory levels, and capital expenditure plans from its customers. Any surprises related to specific product segments or geographic markets could also influence short-term sentiment.

Long-term Outlook

The long-term outlook for Applied Materials is closely tied to the secular growth trends in semiconductors, particularly in areas like AI, IoT, and automotive. The company's ability to innovate and maintain its leadership in critical equipment technologies will be crucial. Consistent earnings beats and strong revenue growth over several quarters would signal a robust underlying business and a favorable long-term trajectory. Conversely, sustained weakness could indicate challenges in market share or technological competitiveness.

Factors That Could Change the Situation

Several factors could alter the situation for Applied Materials. Macroeconomic conditions, such as global economic slowdowns or recessions, could reduce capital spending by chip manufacturers. Geopolitical tensions, particularly those affecting trade relations or supply chains, could also impact the company's operations and financial performance. Furthermore, intense competition within the semiconductor equipment industry, rapid technological shifts, or unexpected changes in customer demand could all influence future earnings and the company's overall outlook. Regulatory changes or significant shifts in government policies related to the semiconductor industry could also have a material impact.

Summary

Applied Materials (NASDAQ: AMAT) is scheduled to release its fiscal third-quarter 2025 earnings report on August 14, 2025, with an anticipated EPS of $2.34. This report, along with subsequent quarterly releases, provides critical insights into the company's financial health and the broader semiconductor industry. Investors closely monitor these dates and the reported figures, as they offer a snapshot of current performance and future prospects. The company's consistent reporting schedule allows for anticipation, but the actual results and forward-looking guidance remain key drivers of short-term stock movements and long-term investment theses, all within the dynamic context of global economic conditions and technological advancements in the semiconductor sector.