Hollsteen

Applied Materials

Equipment and services for chip and display manufacturing.

Dependency

Two customers: 34% of revenue

34%19% + 15%, FY2025
●34% of revenueCUSTOMERS ●Customer A (not named in the filing)Customer A19%Customer B (not named in the filing)Customer B15%HOLDINGS ◆No holding between Applied Materials and the other 99 companies found in SEC filings (not reported).not reportedREGIONS ■No revenue split by country in the dataset (neither an XBRL concentration fact nor a country axis).not reportedSUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetApplied Materials$28.4B · FY2025
Applied Materials$28.4B · FY2025

Customers

Customer A19%
Customer B15%

Holdings

not reported

Regions

not reported

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

2 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote19%FY2025 (per quote)0.9–
names us as customerCelestica–Dec 31, 20250.7no
Region (share)Outside North America89.2%a12 months to Oct 26, 20251.0–
Region (share)China30.1%a12 months to Oct 26, 20251.0–
Region (share)Taiwan24.2%a12 months to Oct 26, 20251.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (0 related-party statements in the 10-K filed Dec 12, 2025, none referring to them).

Holdings: not reported – No holding between this company and the other 99 companies in 13F-HR / 13G / Filing-Text.

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 4 competitor mentions not counted as dependencies.

Revenue

Semiconductor Systems: 73.3% of revenue

$28.4B+4.4% vs. FY2024
FY2016 · Semiconductor Systems: Semiconductor Systems 6873 / Revenue $10.8B = 63.5%FY2017 · Semiconductor Systems: Semiconductor Systems 9517 / Revenue $14.7B = 64.8%FY2018 · Semiconductor Systems: Semiconductor Systems 10,577 / Revenue $16.7B = 63.3%FY2019 · Semiconductor Systems: Semiconductor Systems 9027 / Revenue $14.6B = 61.8%FY2020 · Semiconductor Systems: Semiconductor Systems 11,367 / Revenue $17.2B = 66.1%FY2021 · Semiconductor Systems: Semiconductor Systems 16,286 / Revenue $23.1B = 70.6%FY2022 · Semiconductor Systems: Semiconductor Systems 18,797 / Revenue $25.8B = 72.9%FY2023 · Semiconductor Systems: Semiconductor Systems 19,698 / Revenue $26.5B = 74.3%FY2024 · Semiconductor Systems: Semiconductor Systems 19,911 / Revenue $27.2B = 73.3%FY2025 · Semiconductor Systems: Semiconductor Systems 20,798 / Revenue $28.4B = 73.3%73.3%63.5%FY2016FY2025FY2021
FY2020 · Semiconductor Systems: Semiconductor Systems 11,367 / Revenue $17.2B = 66.1%FY2021 · Semiconductor Systems: Semiconductor Systems 16,286 / Revenue $23.1B = 70.6%FY2022 · Semiconductor Systems: Semiconductor Systems 18,797 / Revenue $25.8B = 72.9%FY2023 · Semiconductor Systems: Semiconductor Systems 19,698 / Revenue $26.5B = 74.3%FY2024 · Semiconductor Systems: Semiconductor Systems 19,911 / Revenue $27.2B = 73.3%FY2025 · Semiconductor Systems: Semiconductor Systems 20,798 / Revenue $28.4B = 73.3%73.3%66.1%FY2020FY2025FY2023

Share of Semiconductor Systems in revenue per fiscal year (FY2016–FY2025, segments); share = segment revenue / total revenue, derived.

Other parts FY2025: Applied Global Services 22.5% · Display 3.7%

Debt

Total debt FY2025: −5.8% vs. FY2024

$6.6BaInterest expense $269M (FY2025)
Total debt FY2016: $3.5B – Total debt = short-term Kredite/CP $200M (us-gaap:ShortTermBorrowings, 10-K 0000006951-16-000068) + current portion of long-term debt $200M (us-gaap:LongTermDebtCurrent, 10-K 0000006951-16-000068) + long-term debt $3.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-17-000038) = $3.5BTotal debt FY2017: $5.3B – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-17-000038) + long-term debt $5.3B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-17-000038) = $5.3BTotal debt FY2018: $5.3B – Total debt = short-term Kredite/CP $0.00 (us-gaap:ShortTermBorrowings, 10-K 0000006951-19-000046) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-19-000046) + long-term debt $5.3B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-18-000041) = $5.3BTotal debt FY2019: $5.9B – Total debt = short-term Kredite/CP $600M (us-gaap:ShortTermBorrowings, 10-K 0000006951-19-000046) + current portion of long-term debt $600M (us-gaap:LongTermDebtCurrent, 10-K 0000006951-19-000046) + long-term debt $4.7B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-19-000046) = $5.9BTotal debt FY2020: $5.4B – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-20-000048) + long-term debt $5.4B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-20-000048) = $5.4BTotal debt FY2021: $5.5B – Total debt = long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-21-000043) = $5.5B; current portion not tagged in the filing (no short-term debt reported, or not tagged)Total debt FY2022: $5.5B – Total debt = short-term Kredite/CP $0.00 (us-gaap:ShortTermBorrowings, 10-K 0000006951-23-000041) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-22-000043) = $5.5BTotal debt FY2023: $5.6B – Total debt = short-term Kredite/CP $100M (us-gaap:ShortTermBorrowings, 10-K 0000006951-23-000041) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-24-000044) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-23-000041) = $5.6BTotal debt FY2024: $7.0B – Total debt = short-term Kredite/CP $799M (us-gaap:ShortTermBorrowings, 10-K 0000006951-24-000044) + current portion of long-term debt $700M (us-gaap:LongTermDebtCurrent, 10-K 0000006951-24-000044) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-24-000044) = $7.0BTotal debt FY2025: $6.6B – Total debt = short-term Kredite/CP $100M (us-gaap:ShortTermBorrowings, 10-K 0001628280-25-056742) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001628280-25-056742) + long-term debt $6.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001628280-25-056742) = $6.6B6,555a3,525a6,959aFY2016FY2025FY2021
Total debt FY2020: $5.4B – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-20-000048) + long-term debt $5.4B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-20-000048) = $5.4BTotal debt FY2021: $5.5B – Total debt = long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-21-000043) = $5.5B; current portion not tagged in the filing (no short-term debt reported, or not tagged)Total debt FY2022: $5.5B – Total debt = short-term Kredite/CP $0.00 (us-gaap:ShortTermBorrowings, 10-K 0000006951-23-000041) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-22-000043) = $5.5BTotal debt FY2023: $5.6B – Total debt = short-term Kredite/CP $100M (us-gaap:ShortTermBorrowings, 10-K 0000006951-23-000041) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-24-000044) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-23-000041) = $5.6BTotal debt FY2024: $7.0B – Total debt = short-term Kredite/CP $799M (us-gaap:ShortTermBorrowings, 10-K 0000006951-24-000044) + current portion of long-term debt $700M (us-gaap:LongTermDebtCurrent, 10-K 0000006951-24-000044) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-24-000044) = $7.0BTotal debt FY2025: $6.6B – Total debt = short-term Kredite/CP $100M (us-gaap:ShortTermBorrowings, 10-K 0001628280-25-056742) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001628280-25-056742) + long-term debt $6.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001628280-25-056742) = $6.6B6,555a5,448a6,959aFY2020FY2025FY2023

$M per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources).

All metrics →
Sources (33)

Dependency

Relationships (quotes)

  • Customer (share) Customer(s) per quote 10-K, filed Dec 12, 2025 0001628280-25-056742
    “During fiscal 2025, two customers accounted for approximately 19% and 15%, respectively, of our net revenue.”
  • names us as customer Celestica 10-K, filed Feb 27, 2026 0001030894-26-000011
    “Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc.”
  • Region (share) Outside North America 10-K, filed Dec 12, 2025 0001628280-25-056742
    “XBRL-Fakt amat:OutsideNorthAmericaMember (id f-1580) / Gesamt (id f-1583)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[amat:OutsideNorthAmericaMember] 25,305,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 28,368,000,000 (period 2024-10-28–2025-10-26)
  • Region (share) China 10-K, filed Dec 12, 2025 0001628280-25-056742
    “XBRL-Fakt country:CN (id f-1562) / Gesamt (id f-1583)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:CN] 8,529,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 28,368,000,000 (period 2024-10-28–2025-10-26)
  • Region (share) Taiwan 10-K, filed Dec 12, 2025 0001628280-25-056742
    “XBRL-Fakt country:TW (id f-1568) / Gesamt (id f-1583)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:TW] 6,857,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 28,368,000,000 (period 2024-10-28–2025-10-26)

Revenue

Debt

  • Total debt FY2023 10-K, filed Dec 13, 2024 0000006951-24-000044
    Total debt = short-term Kredite/CP $100M (us-gaap:ShortTermBorrowings, 10-K 0000006951-23-000041) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0000006951-24-000044) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-23-000041) = $5.6B
  • Total debt FY2024 10-K, filed Dec 13, 2024 0000006951-24-000044
    Total debt = short-term Kredite/CP $799M (us-gaap:ShortTermBorrowings, 10-K 0000006951-24-000044) + current portion of long-term debt $700M (us-gaap:LongTermDebtCurrent, 10-K 0000006951-24-000044) + long-term debt $5.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0000006951-24-000044) = $7.0B
  • Total debt FY2025 10-K, filed Dec 12, 2025 0001628280-25-056742
    Total debt = short-term Kredite/CP $100M (us-gaap:ShortTermBorrowings, 10-K 0001628280-25-056742) + current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001628280-25-056742) + long-term debt $6.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001628280-25-056742) = $6.6B
  • Interest expense FY2025 10-K, filed Dec 12, 2025 0001628280-25-056742

Data quality

Legal name
Applied Materials, Inc.
CIK
0000006951
Period
FY2016 – Q3 FY2026
Coverage
100.0% · 1419 reported · 487 derived · 0 missing · 243 not reported

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.