{"id":85684,"topic":"ai","source":"finance.yahoo.com","title":"Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies - finance.yahoo.com","url":"https://finance.yahoo.com/markets/stocks/articles/applied-materials-vs-intel-examining-052954692.html","url_hash":"bee66ac6394944f8bf83ad5163af7c87976d5271","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiowFBVV95cUxPR204azdfNFhQWVJJZEl5c3BoUWd4NkRIOE0xWGdNdGNrRTd1amJrbk1QRmlidmhVZER2X0tEWFNXcG5wZEpieVJjb0hwcWdzWktBZTV3cWlUM3hjQldFblA0Z3duVjJWUGhKci1ieVdXT3lSelJQUWNWU0l0bDdxRnNYcmxqQVVGNGZ5Tmh1MnBkMWxycDU1cTBFMWl4dlZEak1F?oc=5\" target=\"_blank\">Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">finance.yahoo.com</font>","content":"Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies\nApplied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration\nApplied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally.\nWhile launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.\nIntel: Maintaining a High Baseline While Navigating Corporate Restructuring\nIntel (NASDAQ:INTC) primarily generates its revenue by designing, developing, and manufacturing commercial central processing units, discrete graphics processors, and edge computing components, alongside operating its independent wafer fabrication and advanced packaging services.\nIt finalized a large-scale public common stock offering and confirmed pending organizational workforce reductions within its data center operations, while reporting a 12% operating margin for the quarter ended June 27, 2026.\nWhy Quarterly Revenue Tracking Matters for Investors\nRevenue establishes a fundamental baseline for investors seeking to measure the total incoming capital a business generates before any operating expenses, interest, or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.\nQuarterly Revenue Comparison for Applied Materials and Intel\n| Calendar quarter | Applied Materials Revenue | Intel Revenue | \n|---|---|---|\n| Q3 2024 | $7.0 billion (quarter ended Oct. 27, 2024) | $13.3 billion (quarter ended Sept. 28, 2024) | \n| Q4 2024 | $7.2 billion (quarter ended Jan. 26, 2025) | $14.3 billion (quarter ended Dec. 28, 2024) | \n| Q1 2025 | $7.1 billion (quarter ended April 27, 2025) | $12.7 billion (quarter ended March 29, 2025) | \n| Q2 2025 | $7.3 billion (quarter ended July 27, 2025) | $12.9 billion (quarter ended June 28, 2025) | \n| Q3 2025 | $6.8 billion (quarter ended Oct. 26, 2025) | $13.7 billion (quarter ended Sept. 27, 2025) | \n| Q4 2025 | $7.0 billion (quarter ended Jan. 25, 2026) | $13.7 billion (quarter ended Dec. 27, 2025) | \n| Q1 2026 | $7.9 billion (quarter ended April 26, 2026) | $13.6 billion (quarter ended March 28, 2026) | \n| Q2 2026 | $9.1 billion (quarter ended July 26, 2026) | $16.1 billion (quarter ended June 27, 2026) | \nData source: Company filings. Data as of Sept. 11, 2026.","image_url":"https://s.yimg.com/lo/mysterio/api/c4ebc75e6d7262f9276129476b0530a47a672c69c62c18dac5fa7e6d4361b3f0/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2F3250671e7696f03ecd4c39bb56eb22dc.png","lang":"en","published_at":"2026-09-19T05:29:54+00:00","fetched_at":"2026-09-19T06:15:04+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies\nApplied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration\nApplied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally. While launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.","cluster_id":3509706,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.yahoo.com/markets/stocks/articles/applied-materials-vs-intel-examining-052954692.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2747 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2747,"summary_length":734,"usable_text_length":2747,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2747,"summary_length":734}},"news_item":{"id":85684,"canonical_url":"https://finance.yahoo.com/markets/stocks/articles/applied-materials-vs-intel-examining-052954692.html","source_url":"https://finance.yahoo.com/markets/stocks/articles/applied-materials-vs-intel-examining-052954692.html","title":"Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies - finance.yahoo.com","source_name":"finance.yahoo.com","author":null,"published_at":"2026-09-19T05:29:54+00:00","locale":"en","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMiowFBVV95cUxPR204azdfNFhQWVJJZEl5c3BoUWd4NkRIOE0xWGdNdGNrRTd1amJrbk1QRmlidmhVZER2X0tEWFNXcG5wZEpieVJjb0hwcWdzWktBZTV3cWlUM3hjQldFblA0Z3duVjJWUGhKci1ieVdXT3lSelJQUWNWU0l0bDdxRnNYcmxqQVVGNGZ5Tmh1MnBkMWxycDU1cTBFMWl4dlZEak1F?oc=5\" target=\"_blank\">Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">finance.yahoo.com</font>","full_text":"Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies\nApplied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration\nApplied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally.\nWhile launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.\nIntel: Maintaining a High Baseline While Navigating Corporate Restructuring\nIntel (NASDAQ:INTC) primarily generates its revenue by designing, developing, and manufacturing commercial central processing units, discrete graphics processors, and edge computing components, alongside operating its independent wafer fabrication and advanced packaging services.\nIt finalized a large-scale public common stock offering and confirmed pending organizational workforce reductions within its data center operations, while reporting a 12% operating margin for the quarter ended June 27, 2026.\nWhy Quarterly Revenue Tracking Matters for Investors\nRevenue establishes a fundamental baseline for investors seeking to measure the total incoming capital a business generates before any operating expenses, interest, or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.\nQuarterly Revenue Comparison for Applied Materials and Intel\n| Calendar quarter | Applied Materials Revenue | Intel Revenue | \n|---|---|---|\n| Q3 2024 | $7.0 billion (quarter ended Oct. 27, 2024) | $13.3 billion (quarter ended Sept. 28, 2024) | \n| Q4 2024 | $7.2 billion (quarter ended Jan. 26, 2025) | $14.3 billion (quarter ended Dec. 28, 2024) | \n| Q1 2025 | $7.1 billion (quarter ended April 27, 2025) | $12.7 billion (quarter ended March 29, 2025) | \n| Q2 2025 | $7.3 billion (quarter ended July 27, 2025) | $12.9 billion (quarter ended June 28, 2025) | \n| Q3 2025 | $6.8 billion (quarter ended Oct. 26, 2025) | $13.7 billion (quarter ended Sept. 27, 2025) | \n| Q4 2025 | $7.0 billion (quarter ended Jan. 25, 2026) | $13.7 billion (quarter ended Dec. 27, 2025) | \n| Q1 2026 | $7.9 billion (quarter ended April 26, 2026) | $13.6 billion (quarter ended March 28, 2026) | \n| Q2 2026 | $9.1 billion (quarter ended July 26, 2026) | $16.1 billion (quarter ended June 27, 2026) | \nData source: Company filings. Data as of Sept. 11, 2026.","excerpt":"Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies\nApplied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration\nApplied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally. While launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 2747 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/markets/stocks/articles/applied-materials-vs-intel-examining-052954692.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2747 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2747,"summary_length":734,"usable_text_length":2747,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2747,"summary_length":734}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies - finance.yahoo.com","url":"https://finance.yahoo.com/markets/stocks/articles/applied-materials-vs-intel-examining-052954692.html","summary":"Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies\nApplied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration\nApplied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally. 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This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.\nQuarterly Revenue Comparison for Applied Materials and Intel\n| Calendar quarter | Applied Materials Revenue | Intel Revenue | \n|---|---|---|\n| Q3 2024 | $7.0 billion (quarter ended Oct. 27, 2024) | $13.3 billion (quarter ended Sept. 28, 2024) | \n| Q4 2024 | $7.2 billion (quarter ended Jan. 26, 2025) | $14.3 billion (quarter ended Dec. 28, 2024) | \n| Q1 2025 | $7.1 billion (quarter ended April 27, 2025) | $12.7 billion (quarter ended March 29, 2025) | \n| Q2 2025 | $7.3 billion (quarter ended July 27, 2025) | $12.9 billion (quarter ended June 28, 2025) | \n| Q3 2025 | $6.8 billion (quarter ended Oct. 26, 2025) | $13.7 billion (quarter ended Sept. 27, 2025) | \n| Q4 2025 | $7.0 billion (quarter ended Jan. 25, 2026) | $13.7 billion (quarter ended Dec. 27, 2025) | \n| Q1 2026 | $7.9 billion (quarter ended April 26, 2026) | $13.6 billion (quarter ended March 28, 2026) | \n| Q2 2026 | $9.1 billion (quarter ended July 26, 2026) | $16.1 billion (quarter ended June 27, 2026) | \nData source: Company filings. 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This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.\nQuarterly Revenue Comparison for Applied Materials and Intel\n| Calendar quarter | Applied Materials Revenue | Intel Revenue | \n|---|---|---|\n| Q3 2024 | $7.0 billion (quarter ended Oct. 27, 2024) | $13.3 billion (quarter ended Sept. 28, 2024) | \n| Q4 2024 | $7.2 billion (quarter ended Jan. 26, 2025) | $14.3 billion (quarter ended Dec. 28, 2024) | \n| Q1 2025 | $7.1 billion (quarter ended April 27, 2025) | $12.7 billion (quarter ended March 29, 2025) | \n| Q2 2025 | $7.3 billion (quarter ended July 27, 2025) | $12.9 billion (quarter ended June 28, 2025) | \n| Q3 2025 | $6.8 billion (quarter ended Oct. 26, 2025) | $13.7 billion (quarter ended Sept. 27, 2025) | \n| Q4 2025 | $7.0 billion (quarter ended Jan. 25, 2026) | $13.7 billion (quarter ended Dec. 27, 2025) | \n| Q1 2026 | $7.9 billion (quarter ended April 26, 2026) | $13.6 billion (quarter ended March 28, 2026) | \n| Q2 2026 | $9.1 billion (quarter ended July 26, 2026) | $16.1 billion (quarter ended June 27, 2026) | \nData source: Company filings. 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While launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.","source":"finance.yahoo.com","date":"2026-09-19T05:29:54+00:00","content":"Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies\nApplied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration\nApplied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, manufacturing, and selling the critical fabrication equipment, specialized factory automation software, and materials engineering solutions utilized to produce integrated circuits for customers globally.\nWhile launching multiple new hardware systems to address technical production challenges in advanced memory scaling, it formalized a joint development agreement for augmented reality optics and reported a 34% operating margin for the quarter ended July 26, 2026.\nIntel: Maintaining a High Baseline While Navigating Corporate Restructuring\nIntel (NASDAQ:INTC) primarily generates its revenue by designing, developing, and manufacturing commercial central processing units, discrete graphics processors, and edge computing components, alongside operating its independent wafer fabrication and advanced packaging services.\nIt finalized a large-scale public common stock offering and confirmed pending organizational workforce reductions within its data center operations, while reporting a 12% operating margin for the quarter ended June 27, 2026.\nWhy Quarterly Revenue Tracking Matters for Investors\nRevenue establishes a fundamental baseline for investors seeking to measure the total incoming capital a business generates before any operating expenses, interest, or taxes are deducted. 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