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To: Sam who wrote (94908)	8/14/2025 5:22:18 PM
From: Return to Sender	1 Recommendation Recommended By Sam Read Replies (1) \| Respond to of 95383

Applied Materials beats by $0.12, beats on revs; guides Q4 EPS below consensus, revs below consensus 4:06 PM ET 8/14/25 \| Briefing.com Reports Q3 (Jul) earnings of $2.48 per share, excluding non-recurring items, $0.12 better than the FactSet Consensus of $2.36. Co issues downside guidance for Q4 (Oct), sees EPS of $1.91-2.31, excluding non-recurring items, vs. $2.39 FactSet Consensus; sees Q4 revs of $6.20-7.20 vs. $7.33 bln FactSet Consensus."We are currently operating in a dynamic macroeconomic and policy environment, which is creating increased uncertainty and lower visibility in the near term, including for our China business. Despite this, we remain very confident in the longer-term growth opportunities for the semiconductor industry and Applied Materials. We are expecting a decline in revenue in the fourth quarter driven by both digestion of capacity in China and non-linear demand from leading-edge customers given market concentration and fab timing." (Reuters) -Applied Materials ( AMAT ) forecast fourth-quarter revenue below estimates on Thursday, citing bumpy demand from clients amid economic uncertainty, sending its shares down 11% in extended trading. U.S. President Donald Trump's ongoing global tariff negotiations, coupled with certain export restrictions to China, have stoked economic uncertainty and weighed on new orders for chipmaking tools suppliers such as Applied Materials ( AMAT ). Tightened export controls on advanced semiconductor manufacturing equipment to China prevent these companies from selling their most cutting-edge tools to Chinese customers. "We are expecting a decline in revenue in the fourth-quarter driven by both digestion of capacity in China and non-linear demand from leading-edge customers given market concentration and fab timing," CFO Brice Hill said in a statement. Applied expects revenue of $6.70 billion, plus or minus $500 million, for the fourth quarter, compared with analysts' average estimate of $7.33 billion, according to data compiled by LSEG. Its third-quarter revenue rose 8% to $7.30 billion, beating estimates of $7.22 billion. Dutch firm ASML, the world's biggest supplier of chipmaking equipment, warned earlier in July that it may not achieve revenue growth in 2026 as chipmakers building factories in the U.S. await clarity on the potential impact of tariffs. (Reporting by Jaspreet Singh in Bengaluru; Editing by Shreya Biswas)