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AMAT Revenue by Segments

Revenue by Segments

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As of Q4'25 (2025-10-31), AMAT's latest revenue breakdown shows Semiconductor Systems at USD 4.76B, Applied Global Services at USD 1.63B, Display and Adjacent Markets at -USD 705M, and Corporate and Other at USD 1.12B. Notably, Display and Adjacent Markets reported a significant negative value, while Corporate and Other saw a sharp increase compared to previous quarters. Over the period from Q1'23 to Q4'25, Semiconductor Systems consistently remained the dominant revenue segment, generally ranging between USD 4.67B and USD 5.43B, though it dipped to USD 4.76B in the latest quarter. Applied Global Services demonstrated steady growth, increasing from USD 1.37B in Q1'23 to a peak of USD 1.64B in Q4'24, then stabilizing around USD 1.6B. Display and Adjacent Markets fluctuated modestly until Q4'25, when it experienced a dramatic decline to -USD 705M, marking a significant inflection point. Corporate and Other remained a minor segment until Q4'25, when it spiked to USD 1.12B, indicating a notable shift in segment contributions.