Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies - finance.yahoo.com
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Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies
Applied Materials: Consecutive Quarter-Over-Quarter Gains and Recent Revenue Acceleration
Applied 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.
Intel: Maintaining a High Baseline While Navigating Corporate Restructuring
Intel (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.
It 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.
Why Quarterly Revenue Tracking Matters for Investors
Revenue 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.
Quarterly Revenue Comparison for Applied Materials and Intel
| Calendar quarter | Applied Materials Revenue | Intel Revenue |
|---|---|---|
| Q3 2024 | $7.0 billion (quarter ended Oct. 27, 2024) | $13.3 billion (quarter ended Sept. 28, 2024) |
| Q4 2024 | $7.2 billion (quarter ended Jan. 26, 2025) | $14.3 billion (quarter ended Dec. 28, 2024) |
| Q1 2025 | $7.1 billion (quarter ended April 27, 2025) | $12.7 billion (quarter ended March 29, 2025) |
| Q2 2025 | $7.3 billion (quarter ended July 27, 2025) | $12.9 billion (quarter ended June 28, 2025) |
| Q3 2025 | $6.8 billion (quarter ended Oct. 26, 2025) | $13.7 billion (quarter ended Sept. 27, 2025) |
| Q4 2025 | $7.0 billion (quarter ended Jan. 25, 2026) | $13.7 billion (quarter ended Dec. 27, 2025) |
| Q1 2026 | $7.9 billion (quarter ended April 26, 2026) | $13.6 billion (quarter ended March 28, 2026) |
| Q2 2026 | $9.1 billion (quarter ended July 26, 2026) | $16.1 billion (quarter ended June 27, 2026) |
Data source: Company filings. Data as of Sept. 11, 2026.