Applied Materials — Supply Chain & Business Relationships

• Record revenue $9.12 billion, up 25 percent year over year • GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent • GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively • EPIC Center R&D partnerships expand to 11 engagements with leading chipmakers, universities and innovation partners SANTA CLARA, Calif., Aug.

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13, 2026 — Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its third quarter ended July 26, 2026. Third Quarter Results Applied generated record revenue of $9.12 billion. On a GAAP basis, the company reported gross margin of 50.3 percent, record operating income of $3.08 billion or 33.7 percent of revenue, and earnings per share (EPS) of $3.17. On a non-GAAP basis, the company reported gross margin of 50.4 percent, record operating income of $3.10 billion or 34.0 percent of revenue, and record EPS of $3.50. The company generated record cash from operations of $3.04 billion and distributed $860 million to shareholders through $440 million in share repurchases and $420 million in dividends.

• Record revenue $7.91 billion, up 11 percent year over year • GAAP gross margin 49.9 percent and non-GAAP gross margin 50.0 percent • Record GAAP EPS $3.51 and record non-GAAP EPS $2.86, up 33 percent and 20 percent year over year, respectively

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• Announced new EPIC Center partner engagements designed to accelerate commercialization of next-generation semiconductor technologies SANTA CLARA, Calif., May 14, 2026 — Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its second quarter ended Apr. 26, 2026. Second Quarter Results Applied generated record revenue of $7.91 billion. On a GAAP basis, the company reported gross margin of 49.9 percent, operating income of $2.52 billion or 31.9 percent of revenue, and record earnings per share (EPS) of $3.51. On a non-GAAP basis, the company reported gross margin of 50.0 percent, operating income of $2.54 billion or 32.1 percent of revenue, and record EPS of $2.86. The company generated $845 million in cash from operations and distributed $765 million to shareholders through $400 million in share repurchases and $365 million in dividends.

• Revenue $7.01 billion, down 2 percent year over year • GAAP gross margin 49.0 percent and non-GAAP gross margin 49.1 percent • GAAP EPS $2.54 and non-GAAP EPS $2.38, up 75 percent and flat year over year, respectively • Semiconductor Systems achieved record DRAM revenue • Applied Global Services delivered record services and spares revenue SANTA CLARA, Calif., Feb.

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12, 2026 — Applied Materials, Inc. (NASDAQ : AMAT) today reported results for its first quarter ended Jan. 25, 2026. First Quarter Results Applied generated revenue of $7.01 billion. On a GAAP basis, the company reported gross margin of 49.0 percent, operating income of $1.83 billion or 26.1 percent of net revenue, and earnings per share (EPS) of $2.54. On a non-GAAP basis, the company reported gross margin of 49.1 percent, operating income of $2.11 billion or 30.0 percent of net revenue, and EPS of $2.38. The company generated $1.69 billion in cash from operations and distributed $702 million to shareholders through $337 million in share repurchases and $365 million in dividends.

• Record annual revenue $28.37 billion, up 4 percent year over year • Record annual GAAP EPS $8.66 and record non-GAAP EPS $9.42, up 1 percent and 9 percent year over year, respectively • Quarterly revenue $6.80 billion, down 3 percent year over year • Quarterly GAAP EPS $2.38 and non-GAAP EPS $2.17, up 14 percent and down 6 percent year over year, respectively SANTA CLARA, Calif., Nov.

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13, 2025 — Applied Materials, Inc. (NASDAQ : AMAT) today reported results for its fourth quarter and fiscal year ended Oct. 26, 2025. “As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment, Applied Materials delivered its sixth consecutive year of growth in fiscal 2025,” said Gary Dickerson, President and CEO.

• Record revenue $7.30 billion, up 8 percent year over year • GAAP gross margin 48.8 percent and non-GAAP gross margin 48.9 percent • GAAP operating margin 30.6 percent and non-GAAP operating margin 30.7 percent • GAAP EPS $2.22 and record non-GAAP EPS $2.48, up 8 percent and 17 percent year over year, respectively SANTA CLARA, Calif., Aug. 14, 2025 — Applied Materials, Inc.

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(NASDAQ: AMAT) today reported results for its third quarter ended Jul. 27, 2025. “Applied Materials delivered record performance in our third fiscal quarter, and we are on track to deliver our sixth consecutive year of revenue growth in fiscal 2025,” said Gary Dickerson, President and CEO. “We are currently operating in a dynamic macroeconomic and policy environment, which is creating increased uncertainty and lower visibility in the near term, including for our China business.