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Applied Materials reported Q1 fiscal 2026 revenue of $7.01 billion, operating income of $1.83 billion and cash of $7.22 billion. The thesis turns on wafer-fab equipment demand, China controls, services durability and capital-return discipline.
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SEC filings, financial facts, source resources, and Goglides workspace context for Applied Materials, Inc..
OpenZscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
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