The company said quarterly revenue for Q4 was $7.05 billion, up 5% from a year earlier, with GAAP EPS at $2.09 (down 12%) and non-GAAP EPS at $2.32 (up 9%). Annual revenue rose 2% to $27.18 billion.

1. 01

   The company said quarterly revenue for Q4 was $7.05 billion, up 5% from a year earlier, with GAAP EPS at $2.09 (down 12%) and non-GAAP EPS at $2.32 (up 9%). Annual revenue rose 2% to $27.18 billion.

2. 02

   Applied Materials said GAAP net income for Q4 fell 14% to $1,731 million, while non-GAAP net income rose 7% to $1,917 million. Its non-GAAP adjustments include unrealized losses on strategic investments of $244 million.

3. 03

   The company said it generated $2.58 billion in operating cash flow in Q4 and returned $1.77 billion to shareholders, including $1.44 billion in share repurchases and $329 million in dividends. Annual operating cash flow was $8.68 billion, and shareholder returns were $5.01 billion.

4. 04

   The company expects net revenue for the first quarter of fiscal 2025 of about $7.15 billion, plus or minus $400 million, and non-GAAP diluted EPS of about $2.29, plus or minus $0.18. The EPS outlook includes a net income tax benefit related to intra-entity intangible asset transfers of $0.09 per share.

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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