Applied Materials performed well in the first fiscal quarter and delivered an all-around beat. For the seventh consecutive quarter, the company increased its backlog. They made good progress toward closing the supply-demand gap but one of their major suppliers recently experienced an interruption which impacted their business. Consumer-driven markets, such as PCs and smartphones, are weaker, but inflection-driven markets, such as high-performance computing and AI, automotive, industrial automati ....
01 Mar 2023
Applied Materials, Inc.: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (02/23)
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Applied Materials, Inc.: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (02/23)
- Published:
01 Mar 2023 -
Author:
Ishan Majumdar -
Pages:
27 -
Applied Materials performed well in the first fiscal quarter and delivered an all-around beat. For the seventh consecutive quarter, the company increased its backlog. They made good progress toward closing the supply-demand gap but one of their major suppliers recently experienced an interruption which impacted their business. Consumer-driven markets, such as PCs and smartphones, are weaker, but inflection-driven markets, such as high-performance computing and AI, automotive, industrial automati ....