AMAT QJan26
- Revenue $7.01B, up % q/q & down -2% y/y at 49.1% GM; QApr26 guide $7.65B (+9% q/q)- Semi Systems revenue up 8% q/q and down -4% y/y; QApr guided to all-time high for semi systems- Semi Equipment business expected to grow >20% in C26; 2H weighted; cleanroom constrained- China revenue -7% y/y; represented 30% of total salesSource: Sravan Kundojjala
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