Early Access

10-QPeriod: Q1 FY2022

APPLIED MATERIALS INC /DE Quarterly Report for Q1 Ended Jan 30, 2022

Filed February 24, 2022For Securities:AMAT

Summary

Applied Materials Inc. (AMAT) reported strong financial results for the quarter ended January 30, 2022, demonstrating significant growth across key performance indicators. Net sales surged by 21% year-over-year to $6.27 billion, driven by robust demand in the Semiconductor Systems segment, which saw a 29% increase in net sales. This growth underscores the company's critical role in supplying essential equipment for semiconductor manufacturing amidst strong industry demand. The company also exhibited impressive profitability, with operating income rising 54% to $1.98 billion and diluted earnings per share increasing to $2.00, up from $1.22 in the prior year's quarter. This strong performance reflects effective cost management and favorable product mix, leading to an improved operating margin of 31.5%. Despite ongoing supply chain constraints, which the company is actively managing, Applied Materials has demonstrated its ability to deliver growth and profitability, positioning it favorably within the semiconductor equipment sector.

Financial Statements
Beta
Revenue$6.27B
Cost of Revenue$3.31B
Gross Profit$2.96B
R&D Expenses$654.00M
Operating Expenses$983.00M
Operating Income$1.98B
Interest Expense$57.00M
Net Income$1.79B
EPS (Basic)$2.02
EPS (Diluted)$2.00
Shares Outstanding (Basic)889.00M
Shares Outstanding (Diluted)897.00M

Key Highlights

  • 1Net sales increased 21% year-over-year to $6.27 billion.
  • 2Operating income increased 54% year-over-year to $1.98 billion.
  • 3Diluted earnings per share rose to $2.00, up from $1.22 in the prior year.
  • 4The Semiconductor Systems segment was the largest contributor, with net sales up 29% year-over-year.
  • 5Applied Global Services segment saw a 14% increase in net sales, driven by service agreements and spares.
  • 6Gross margin improved to 47.2% from 45.5% in the prior year.
  • 7The company repurchased $1.8 billion of common stock during the quarter.

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