Applied Materials (AMAT) Revenue — Quarter Ended Oct 26, 2025
Revenue for the quarter declined compared to the immediately preceding quarter and also fell relative to the same period one year earlier. The sequential and year-over-year decreases reflect a softer top-line performance in the latest period.
Key takeaway
Quarter ended Oct 26, 2025 · FY2025 Q4
Revenue for the quarter declined compared to the immediately preceding quarter and also fell relative to the same period one year earlier. The sequential and year-over-year decreases reflect a softer top-line performance in the latest period.
Financial snapshot
Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.
Quarter revenue
$6.8B
Revenue reported for this quarter.
Quarter-over-quarter
-6.9%
Change from the immediately preceding quarter.
Year-over-year
-3.5%
Change from the comparable year-ago quarter.
Trailing four quarters
$28.4B
Sum of the latest four reported quarters.
Quarterly revenue trend
The latest four reported quarters with year-over-year comparisons.
| Period ended | Revenue | Year-over-year change |
|---|---|---|
| Jan 26, 2025 | $7.2B | +6.8% |
| Apr 27, 2025 | $7.1B | +6.8% |
| Jul 27, 2025 | $7.3B | +7.7% |
| Oct 26, 2025 | $6.8B | -3.5% |
Revenue performance
The reported revenue moved lower, ending a streak of sequential growth seen in the prior three quarters. The quarterly figure was below both the previous quarter's level and the year-ago amount.
Quarterly comparison
Compared with the immediately preceding quarter, revenue decreased. Versus the same quarter a year earlier, revenue was also lower.
What to watch
Monitor whether the revenue decline reflects a broader demand slowdown or a temporary adjustment in customer ordering patterns.