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10-QPeriod: Q1 FY2013

APPLIED MATERIALS INC /DE Quarterly Report for Q1 Ended Jan 27, 2013

Filed February 21, 2013For Securities:AMAT

Summary

Applied Materials Inc. (AMAT) reported its fiscal first quarter 2013 results, ending January 26, 2013, showing a significant year-over-year decline in net sales and net income. Net sales decreased by 28% to $1.57 billion from $2.19 billion in the prior year's comparable quarter, while net income fell to $34 million ($0.03 per diluted share) from $117 million ($0.09 per diluted share). This downturn reflects challenging industry conditions across its key segments, particularly in the Energy and Environmental Solutions segment, which experienced a substantial operating loss. Despite the revenue decline, the company saw an increase in new orders, driven primarily by the semiconductor equipment segment, indicating potential future demand. Management is focused on cost management and strategic investments in R&D.

Financial Statements
Beta

Key Highlights

  • 1Net sales for the quarter were $1.57 billion, a decrease of 28% compared to $2.19 billion in the prior year's first quarter.
  • 2Net income significantly declined to $34 million ($0.03 EPS) from $117 million ($0.09 EPS) year-over-year.
  • 3The Silicon Systems Group remains the largest segment, but saw a 28% decrease in net sales year-over-year, though new orders increased significantly quarter-over-quarter.
  • 4The Energy and Environmental Solutions segment reported a substantial operating loss of $54 million, reflecting ongoing challenges in the solar industry.
  • 5The company announced and is executing restructuring plans, including workforce reductions, impacting its cost structure.
  • 6New orders increased by 5% year-over-year to $2.11 billion, driven by demand in semiconductor equipment, suggesting a potential turnaround.
  • 7The company maintained a strong cash position, with cash, cash equivalents, and investments totaling $2.8 billion, and continued to return capital to shareholders through dividends and stock repurchases.

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