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Business Wire (May 3, 2013)
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Current Trends Driving Applied's $13 ValuationTrefis • Thu, Feb 21
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Current Trends Driving Applied's $13 ValuationTrefis • Thu, Feb 21
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Applied Materials Inc. - Shareholder/Analyst CallTue, Mar 6, 2012
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Applied Materials Q2 2010 Earnings Call TranscriptWed, May 19, 2010
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Applied Materials Inc. F2Q09 (Qtr End 04/26/09) Earnings Call TranscriptTue, May 12, 2009
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Applied Materials, Inc. Q3 2008 Earnings Call TranscriptThu, Nov 13, 2008
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Applied Materials, Inc. Q3 2008 Earnings Call TranscriptTue, Aug 12, 2008
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at CNBC.com (Thu, 5:08PM)
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at CNBC.com (Thu, 4:21PM)
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at CNBC.com (Thu, 9:12AM)
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at CNBC.com (Mon, 6:43PM)
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Business Wire (May 3, 2013)
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at MarketWatch.com (May 2, 2013)
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at CNBC.com (Feb 14, 2013)
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at MarketWatch.com (Feb 13, 2013)
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at MarketWatch.com (Feb 13, 2013)
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at CNBC.com (Feb 13, 2013)
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at CNBC.com (Feb 13, 2013)
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at CNBC.com (Feb 13, 2013)
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at CNBC.com (Feb 13, 2013)
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at MarketWatch.com (Feb 6, 2013)
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at CNBC.com (Feb 4, 2013)
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Business Wire (Jan 31, 2013)
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at MarketWatch.com (Jan 30, 2013)
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at CNBC.com (Jan 11, 2013)
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at MarketWatch.com (Jan 9, 2013)
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at CNBC.com (Jan 7, 2013)
AMAT vs. ETF Alternatives
Company Description
Incorporated in 1967, Applied, a Delaware corporation, provides Nanomanufacturing Technologytm solutions for the global semiconductor, flat panel display, solar and related industries, with a broad portfolio of innovative equipment, service and software products. “Nanomanufacturing” is the... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, October 18, 2012, 10:07 AM Lam Research (LRCX +5.4%) pops following its FQ4 report. While results beat estimates, FQ1 guidance for revenue of $820M-$880M and EPS of $0.38-$0.52 is largely below a consensus of $927M and $0.49. But the Street has already priced in a very dour near-term outlook for chip equipment demand. During its earnings call, Lam said it has lowered its 2012 forecast for global chip equipment spending to $28B-$29B - that's below the $31.4B (-13% Y/Y) recently forecast by Gartner. Comment! [Tech, Earnings, On the Move]
- Tuesday, October 16, 2012, 4:31 PM More on Intel's Q3: PC division sales -8% Y/Y, server division +6%. PC CPU prices -1% Q/Q and -4% Y/Y. Gross margin was 64.3%, nearly flat Q/Q and better than expected. But it's forecast to fall to 57%-59% in Q4, which suggests pricing/ASP weakness. 2012 capex, previously expected to be at low end of $12.1B-$12.9B range, is now expected to total just $11B-$11.6B (a negative for chip equipment stocks). INTC -1.9% AH. CC at 5PM ET (webcast). (CFO comments - PDF) (PR) 18 Comments [Tech, Earnings]
- Wednesday, October 3, 2012, 4:48 PM Applied Materials (AMAT) -1.4% AH after announcing it will cut 900-1,300 jobs (6%-9% of its workforce) as part of a restructuring that will last until the July '13 quarter. Applied expects to achieve annual cost savings of $140M-$190M and record pre-tax restructuring charges of $180M-$230M. The move comes at a time when Applied's orders are plunging, and chip equipment forecasts remain bleak. Comment! [Tech]
- Wednesday, September 19, 2012, 11:49 AM More on chip equipment stocks: Also hurting their cause is a somewhat bearish note from Citi. The firm is downgrading Lam Research (LRCX), and cutting estimates for Applied Materials (AMAT) and KLA-Tencor (KLAC). However, Citi remains bullish on KLA on expectations the company will benefit from TSMC's (TSM) 20nm process investments, and a shift in Apple processor orders from Samsung to TSMC. TSMC is expected to boost its 2013 capex by 35%, partially offsetting Samsung's cutbacks. Comment! [Tech, On the Move, Quick Ideas]
- Wednesday, September 19, 2012, 11:30 AM Chip equipment stocks plunge following a report Samsung (SSNLF.PK) will cut its chip capex by half next year, following a major 2012 increase. AMAT -2%. KLAC -3.6%. LRCX -3.3%. UTEK -2.9%. ASML -2.6%. CYMI -3.1%. Barclays is "highly skeptical" of the report, but does think Samsung's capex could fall by a third. On the flip side, the report is giving a lift to SanDisk (SNDK +3.8%) and Micron (MU +3%), given it bodes well for next year's DRAM and NAND flash supply/demand balances. Comment! [Tech, On the Move]
- Tuesday, August 21, 2012, 6:30 PM Ultra Clean Technologies (UCTT) -13.4% AH after warning it expects Q3 revenue of $96M-$101M, below a $109.9M consensus. Expected EPS of $0.10-$0.14 is in-line with a $0.12 consensus. The chip equipment maker blames weak industry demand. Also, Ultra Clean says a major customer to in-source gas panel manufacturing could have a 7%-9% revenue impact by the end of 2013. Applied Materials warned last month, and reported a major drop in chip equipment bookings last week. Comment! [Tech, Earnings, On the Move]
- Thursday, August 16, 2012, 2:53 PM Applied Materials (AMAT +1.5%) has turned positive in spite of providing dismal guidance and bookings data to go with its FQ3 beat, and getting downgraded Susquehanna and CLSA. Huge stock buybacks, a rock-bottom valuation, and hopes for a year-end rebound are probably helping. Needham (Hold) is worried a recovery won't include orders from memory makers, and also doubts AMAT can outperform its peers. Chip stocks are doing well today (SOXX +1.7%). (transcript) Comment! [Tech]
- Wednesday, August 15, 2012, 5:09 PM More on Applied Materials' FQ3: Company expects FQ4 revenue to fall 25%-40% Q/Q, worse than a consensus for a 17% drop. EPS is expected to fall between $0.00-$0.06, below a $0.12 consensus. Backlog fell 22% Q/Q to $1.82B. Chip equipment orders -41% Q/Q to $1.17B, display -20% to a mere $67M, solar -44% to just $35M, global services orders -18% to $531M. 3.6% of outstanding shares repurchased during quarter. AMAT -2.5% AH. (PR) Comment! [Tech, Earnings]
- Wednesday, August 15, 2012, 4:05 PM Applied Materials (AMAT): FQ3 EPS of $0.24 beats by $0.02. Revenue of $2.34B (-16% Y/Y) beats by $20M. Shares -3.3% AH. (PR) Comment! [Earnings, On the Move]
- Wednesday, August 15, 2012, 12:10 AM Notable earnings after Wednesday’s close: A, AMAT, CSCO, EXM, LTD, MIPS, NTAP, NTES, PETM, SINA Comment! [Earnings]
- Tuesday, August 14, 2012, 5:35 PM Notable earnings after Wednesday’s close: A, AMAT, CSCO, EXM, LTD, MIPS, NTAP, NTES, PETM, SINA Comment! [Earnings]
- Tuesday, August 7, 2012, 1:35 PM Freescale (FSL +10.9%), LSI (LSI +5.8%), and Applied Materials (AMAT +4.9%) lead a major rally in chip stocks (SOXX +2.6%) after Goldman upgrades the companies. Discussing Freescale, Goldman argues downside to estimates is limited given soft guidance and a lean supply chain, and (more importantly for peers) the firm expects EPS to be "up significantly" in 2013 and 2014 thanks to a new chip industry up cycle. MU +5.4%. NXPI +5.8%. MRVL +4.8%. ATML +5.9%. 1 Comment [Tech, On the Move, Quick Ideas]
- Thursday, July 12, 2012, 5:46 PM Lam Research (LRCX) CEO Martin Anstice tries to calm fears stoked by rival chip equipment maker's Applied Materials' (AMAT) FY12 warning, stating he hasn't seen a major drop in demand. Anstice adds he expects production of 28nm wafers, currently supply-constrained due to TSMC's (TSM) difficulties, to eventually grow to a healthy 250K-300K/month. (Needham) Comment! [Tech]
- Wednesday, July 11, 2012, 2:19 PM Needham offers a cautiously optimistic take on the chip equipment industry. While granting warnings from AMAT and MTSN indicate another industry downturn is beginning, the firm is encouraged by more positive comments from KLAC, UTEK, and NVMI, and thinks AMAT's 2H view about demand from chip foundries is "overly cautious." Most chip equipment names now trade at single-digit multiples of their 2011 and expected 2013 EPS. (SIA data) Comment! [Tech, Quick Ideas]
- Tuesday, July 10, 2012, 9:23 AM Applied Materials (AMAT) -6.5% after warning it expects FY12 (ends in Oct.) revenue and EPS to be below prior guidance ranges of $9.1B-$9.5B and $0.85-$0.95 (consensus stands at $9.5B and $0.94). AMAT blames weak chip equipment demand from foundries. Lower in sympathy: KLAC -1.9%. LRCX -2.5%. However, ASML is up 8.2% following its deal with Intel, and rival Cymer (CYMI) is up 3.5%. Recent data has suggested the chip equipment industry's recovery is stalling. 1 Comment [Tech, On the Move, Earnings]
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Tuesday, July 10, 2012, 9:10 AM
Premarket gainers: VRNG +11%. ASML +8%. CALL +7%. GEVA +5%.
Losers: MAKO -40%. JRCC -17%. AMBT -11%. BZH -9%. AMD -9%. CHTP -7%. AMAT -6%. Comment! [On the Move]
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Ashraf Eassa
Quick guide on how to handle $AMAT earnings report submitted. Hope it gets out before market open! :) - View all 0 replies
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David White
AMD, AMAT, and Adobe all guided lower than expected. CMI, NKE, et al too. Good earnings season? No!! - View all 0 replies
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The Wall Street Transcript
A Weaker Back Half of 2012 for Semiconductor Capital Equipment; Analyst Discusses $AMAT, $ASML, $MU, $NVLS, $TSM - http://su.pr/4l3dk7 - View all 0 replies
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The Wall Street Transcript
A Pickup in DRAM & NAND Flash Spending for Back Half of 2012; Analyst Discusses $AMAT, $FORM, $INTC, $KLAC, $QCOM - http://su.pr/1ANysI - View all 0 replies
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