Applied Materials said fiscal 2025 annual net revenue was $28,368 million, up 4% from $27,176 million in the prior year, and diluted EPS was $8.66 and non-GAAP diluted EPS was $9.42. Net revenue for Q4 was $6,800 million, down 3% from the same quarter in the prior year.

1. 01

   Applied Materials said fiscal 2025 annual net revenue was $28,368 million, up 4% from $27,176 million in the prior year, and diluted EPS was $8.66 and non-GAAP diluted EPS was $9.42. Net revenue for Q4 was $6,800 million, down 3% from the same quarter in the prior year.

2. 02

   The company said it recorded restructuring charges of $181 million in Q4 related to a workforce reduction plan announced in Q4, and operating margin for Q4 was 25.2%, 3.8 points lower than 29.0% in the same quarter of the prior year.

3. 03

   Applied Materials said fiscal 2025 cash provided by operating activities was $7,958 million, capital expenditures were $2,260 million, and non-GAAP free cash flow was $5,698 million, down 24% from $7,487 million in the prior year.

4. 04

   The company provided guidance for Q1 of fiscal 2026 total net revenue of $6,850 million +/- $500 million and non-GAAP diluted EPS of $2.18 +/- $0.20, and said the EPS guidance includes a net income tax benefit related to intra-entity intangible asset transfers of $0.04 per share.

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Original filing

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