Applied Materials (AMAT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Applied Materials (AMAT) reported $6.8 billion in revenue for the quarter ended October 2025, representing a year-over-year decline of 3.5%. EPS of $2.17 for the same period compares to $2.32 a year ago.The reported revenue represents a surprise of +1.52% over the Zacks Consensus Estimate of $6.7 billion. With the consensus EPS estimate being $2.11, the EPS surprise was +2.84%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Applied Materials performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Geographic Net Sales- United States: $655 million versus $723.94 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -43.2% change.Geographic Net Sales- Europe: $220 million compared to the $303.98 million average estimate based on two analysts. The reported number represents a change of -45.7% year over year.Geographic Net Sales- Japan: $448 million versus $552.7 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -22.9% change.Geographic Net Sales- China: $1.96 billion versus the two-analyst average estimate of $2 billion. The reported number represents a year-over-year change of -8.1%.Geographic Net Sales- Taiwan: $1.83 billion versus the two-analyst average estimate of $1.55 billion. The reported number represents a year-over-year change of +42.8%.Geographic Net Sales- Southeast Asia: $460 million versus the two-analyst average estimate of $244.4 million. The reported number represents a year-over-year change of +46.5%.Geographic Net Sales- Korea: $1.22 billion versus $1.36 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4% change.Net Revenue- Applied Global Services: $1.63 billion versus $1.6 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.9% change.Net Revenue- Semiconductor Systems: $4.76 billion versus $4.75 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -8.1% change.Net Revenue- Display: $355 million compared to the $350.77 million average estimate based on three analysts. The reported number represents a change of +68.3% year over year.Operating Income- Corporate and Other: $-269 million compared to the $-227.28 million average estimate based on two analysts.Operating Income- Display: $91 million versus the two-analyst average estimate of $33.97 million.View all Key Company Metrics for Applied Materials here>>>Shares of Applied Materials have returned +1.4% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Applied Materials, Inc. (AMAT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks