Applied Materials (AMAT): Advanced Packaging Business Expansion & Key Growth Levers!

Applied Materials Inc. recently reported their third fiscal quarter results for 2025, showcasing a record-breaking performance across semiconductor systems and services. The company experienced robust demand, leading to $7.3 billion in revenue, an 8% increase year-over-year. Notably, non-GAAP gross margins reached nearly 49%, spurred by favorable pricing and product mix. This quarter also marked their highest non-GAAP earnings per share, driven by revenue growth and share repurchases. However, Applied Materials projects a decline in revenue and earnings for the fourth quarter, influenced by geopolitical uncertainties, particularly in its China business, and nonlinear demand from leading-edge customers.