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Applied Materials releases transcript of Q3 2026 earnings call

PUBT·08/13/2026 21:00:59
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Applied Materials releases transcript of Q3 2026 earnings call
  • Applied Materials posted the prepared transcript of its fiscal Q3 2026 earnings call with CEO Gary Dickerson, CFO Brice Hill, IR head Mike Sullivan.
  • Revenue hit USD 9.1 billion; non-GAAP EPS USD 3.5; non-GAAP gross margin 50.4%; non-GAAP operating margin 34%.
  • Demand visibility improved as major customers provided longer-term commitments with rolling eight-quarter forecasts, supporting confidence in 2027 growth.
  • Q4 outlook: revenue USD 10.25 billion ± USD 500 million; non-GAAP EPS USD 4.02 ± USD 0.2; non-GAAP gross margin about 50.4%.
  • Advanced packaging revenue expected to rise more than 70% in calendar 2026; China represented 26% of combined Systems and Services revenue.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Applied Materials Inc. published the original content used to generate this news brief on August 13, 2026, and is solely responsible for the information contained therein.