THE INTRADAY

AMAT · Business segments

Applied Materials (AMAT) revenue by segment

Where Applied Materials’s revenue comes from, as reported in its SEC filings.

Latest quarter: July 26, 2026

Total revenue on the income statement: $9.12B.

Revenue by Segment

Revenue by Segment, July 26, 2026. SEC filing
LineRevenueShareOperating incomeMargin
Semiconductor Systems$7.04B79.8%$2.66B37.7%
Applied Global Services$1.78B20.2%$536M30.1%

Revenue by Geography

Revenue by Geography, July 26, 2026. SEC filing
LineRevenueShare
China$2.51B27.5%
Taiwan$2.02B22.2%
South Korea$1.52B16.7%
United States$1.37B15.0%
Japan$839M9.2%
Europe$483M5.3%
Southeast Asia$374M4.1%

Latest year: October 26, 2025

Total revenue on the income statement: $28.37B.

Revenue by Geography

Revenue by Geography, October 26, 2025. SEC filing
LineRevenueShare
China$8.53B30.1%
Taiwan$6.86B24.2%
South Korea$5.61B19.8%
United States$3.06B10.8%
Japan$2.27B8.0%
Southeast Asia$1.08B3.8%
Europe$962M3.4%

Revenue by Segment

Revenue by Segment, October 26, 2025. SEC filing
LineRevenueShareOperating incomeMargin
Semiconductor Systems$20.8B76.5%$7.38B35.5%
Applied Global Services$6.38B23.5%$1.79B28.1%

Reading notes

Share is each line’s part of that breakdown. Margin is the company’s reported segment operating income divided by that segment’s revenue. Companies define segment profit differently and may re-cut segments over time, so a company’s lines can differ between years. Breakdowns that do not add up to within 5% of reported revenue are left out.