What Can We Expect From Applied Materials In Q2’16?

May 18th, 2016 by Trefis Team
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AMAT: Applied Materials logo
AMAT
Applied Materials

Leading semiconductor equipment manufacturer  Applied materials (NYSE:AMAT) is set to report its Q2 2016 earnings on May 19th. (Fiscal years ending with October.) Although sales growth likely remained flat in Q2, we believe that the company may well see increased growth in the second half of FY 2016, driven by an increased cap-ex spending by its key customers. Semiconductor equipment spending is cyclical in nature and the next growth cycle is likely to begin with transitions to 3D NAND technology, 10 nanometer devices and FinFET technology. The display manufacturing equipent business is similarly likely o benefit with the adoption of OLED display technology. The industry is still in the early stages of these inflections and, as they play out over the next several years, they can strongly propel Applied’s growth. Given in the table below below are the key financial metrics as guided by the company in Q2’16:

Pre-Earnings-Applied

1) If you like or have any questions about our analysis, please write us back at content@trefis.com. We hope such lean communication sparks thinking, and encourages you to ask questions. The purpose of these analyses is to help you focus only on a few important things. 
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for Applied Materials

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