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Applied Materials (AMAT) guidance and outlook

Applied Materials' 10-Q filed Aug 20, 2026 makes 49 forward-looking statements, 1 of them new and 3 no longer said since the filing before.

Guidance and outlook

Forward-looking statements, 10-Q filed Aug 20, 2026

• Our significant investments in research, development and engineering (RD&E) are intended to enable us to deliver new products and technologies before the emergence of strong demand, allowing customers to incorporate these products into their manufacturing plans during early-stage technology selection.
• We believe that it is critical to make substantial investments in RD&E to assure the availability of innovative technology that meets the current and projected requirements of our customers’ most advanced designs.
• updated · This authoritative guidance will be effective for us beginning with our interim and annual reporting for fiscal year 2029, with early adoption permitted.
• We are evaluating the effect of this guidance on our consolidated financial statements and related disclosures.
• updated · This authoritative guidance will be effective for us beginning with our interim and annual reporting for fiscal year 2030, with early adoption permitted.
• Under the new guidance, costs are capitalized once management authorizes and commits to funding the software project, and it is probable that both the project will be completed and the software will be used to perform the function intended.
• This authoritative guidance can be applied prospectively or retrospectively and will be effective for us in fiscal 2028 for annual periods and in the first quarter of fiscal 2029 for interim periods, with early adoption permitted.
• We currently anticipate that cash dividends will continue to be paid on a quarterly basis, although the declaration of any future cash dividend is at the discretion of the Board of Directors and will depend on our financial condition, results of operations, capital requirements, business conditions and other factors, as well as a determination by the Board of Directors that cash dividends are in the best…
• We recognize this investment tax credit when there is reasonable assurance that we will qualify for the credit and the benefit will be received.
• updated · As of July 26, 2026, we have recorded $1.2 billion of investment tax credits, of which $41 million was recorded in other current assets and will offset fiscal 2026 income tax liabilities, and $1.2 billion was recorded in deferred income taxes and other assets and is expected to be refunded.
• Various countries where we do business have enacted or plan to enact new tax laws to implement the global minimum tax regimes based on the Organization for Economic Cooperation and Development Base Erosion and Profit Shifting Project, and where enacted, the rules began to be effective in fiscal 2025.
• The currently enacted legislation is expected to materially increase our foreign taxes beginning in the first quarter of fiscal 2026, primarily due to the implementation of the global minimum tax regime in Singapore.

Applied Materials' latest quarter

Questions

What does Applied Materials expect?

This authoritative guidance will be effective for us beginning with our interim and annual reporting for fiscal year 2029, with early adoption permitted. This authoritative guidance will be effective for us beginning with our interim and annual reporting for fiscal year 2030, with early adoption permitted. As of July 26, 2026, we have recorded $1.2 billion of investment tax credits, of which $41 million was recorded in other current assets and will offset fiscal 2026 income tax liabilities, and $1.2 billion was recorded in deferred income taxes and other assets and is expected to be refunded.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.