
AMAT QApr 26
- Revenue up 13% q/q & up 11% y/y to $7.91B at 50% GM; QJul26 guide $8.95B (+13% q/q, +23% y/y) at 50.1% GM- Semi Systems revenue record $5.97B (+19% q/q and +14% y/y)- Upgrades Semi Equipment business CY26 growth to >30% (vs prior >20%)- C27 to be a record year for WFESource: Sravan Kundojjala
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