Applied Materials Q4 2025 Earnings Call: Listen Live and Follow Along with the Real-Time Transcript

Semiconductor technology company Applied Materials, Inc. (NASDAQ: AMAT) is expected to report its fourth-quarter 2025 results today after the closing bell.

Listen to Applied Materials’ Q4 2025 earnings call live and read the real-time transcript

The consensus earnings estimate for Q4 is $2.1 per share, which represents a decline from the $2.32/share profit reported in the fourth quarter of 2024. Analysts are looking for revenues of $6.67 billion for the October quarter, compared to $7.04 billion in the year-ago period.

In the third quarter of FY25, adjusted earnings rose to $2.48 per share from $2.12 per share in the prior year, exceeding expectations. Net income, on an unadjusted basis, was $1.78 billion or $2.22 per share in Q3. Net revenue rose to $7.30 billion in the third quarter from $6.78 billion in the corresponding period of the previous year.