The company said Net revenue for the third quarter ended July 28, 2024 was $6,778 million, up 5% from $6,425 million a year earlier. On a GAAP basis, operating margin was 28.7% and diluted EPS was $2.05.

1. 01

   The company said Net revenue for the third quarter ended July 28, 2024 was $6,778 million, up 5% from $6,425 million a year earlier. On a GAAP basis, operating margin was 28.7% and diluted EPS was $2.05.

2. 02

   The company reported Semiconductor Systems quarterly net revenue of $4,924 million and an operating margin of 34.8%. Applied Global Services posted net revenue of $1,580 million with an operating margin of 29.6%, while Display and Adjacent Markets reported net revenue of $251 million with an operating margin of 6.4%.

3. 03

   The company said it generated $2.39 billion in cash from operations during the quarter and returned $1.19 billion to shareholders. That included $861 million in share repurchases and $331 million in dividends.

4. 04

   The company said it expects net revenue for fiscal 2024 Q4 of approximately $6.93 billion, plus or minus $400 million. It guided non-GAAP diluted EPS to a range of $2.00 to $2.36, and said the outlook does not reflect items that are unknown at this time.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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