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AMAT Revenue by Segments

Revenue by Segments

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In Q1'26, Applied Materials' (AMAT) Semiconductor Systems segment generated $5.14B in revenue, marking the dominant contributor at approximately 74% of the total. Applied Global Services contributed $1.56B (22%), while Display and Adjacent Markets added $0 (no data) and Corporate and Other provided $0.31B (4%), resulting in an overall quarterly revenue of about $7.01B. From Q2'23 to Q1'26, the Semiconductor Systems segment exhibited steady growth from $4.98B to $5.14B, with a notable peak of $5.43B in Q3'25 before a dip to $4.76B in Q4'25. Applied Global Services showed consistent expansion from $1.43B to a high of $1.64B in Q4'24, stabilizing around $1.56B-$1.60B thereafter, underscoring its reliable contribution. Display and Adjacent Markets fluctuated between $0.17B and $0.30B before dropping to no data in Q1'26, while Corporate and Other remained minor and volatile, spiking to $1.12B in Q4'25 due to apparent adjustments; overall, the chart highlights Semiconductor Systems as the primary growth driver in this stacked bar revenue breakdown.