# EDGAR Filing Document

**Accession Number:** 0000006951
**File Stem:** 0001628280-25-043753
**Filing Date:** 2025-10
**Character Count:** 6596
**Document Hash:** 072ea3114c3fcdb8dfd709011ed08a19
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-25-043753.hdr.sgml**: 20251002

**ACCESSION NUMBER**: 0001628280-25-043753

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 12

**CONFORMED PERIOD OF REPORT**: 20250929

**ITEM INFORMATION**: Regulation FD Disclosure

**FILED AS OF DATE**: 20251002

**DATE AS OF CHANGE**: 20251002

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** APPLIED MATERIALS INC /DE
- **CENTRAL INDEX KEY:** 0000006951
- **STANDARD INDUSTRIAL CLASSIFICATION:** SEMICONDUCTORS & RELATED DEVICES [3674]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 941655526
- **STATE OF INCORPORATION:** DC
- **FISCAL YEAR END:** 1026

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-06920
- **FILM NUMBER:** 251369782

**BUSINESS ADDRESS:**
- **STREET 1:** 3050 BOWERS AVE
- **CITY:** SANTA CLARA
- **STATE:** CA
- **ZIP:** 95054-3299
- **BUSINESS PHONE:** 4085635300

**MAIL ADDRESS:**
- **STREET 1:** 3050 BOWERS AVE
- **CITY:** SANTA CLARA
- **STATE:** CA
- **ZIP:** 95054-3299

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** APPLIED MATERIALS TECHNOLOGY INC
- **DATE OF NAME CHANGE:** 19730319

?xml version='1.0' encoding='ASCII'? amat-20250929

**UNITED STATES**

 **SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**____________________________________________________________________**

**FORM 8-K**

 **____________________________________________________________________**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): September 29, 2025**

**____________________________________________________________________**

**Applied Materials, Inc.**

(Exact name of registrant as specified in its charter)

**____________________________________________________________________**

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| | | |
|:---|:---|:---|
| **Delaware** | **000-06920** | **94-1655526** |
| (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) |

---

**3050 Bowers Avenue**

**P.O. Box 58039**

**Santa Clara, CA 95052-8039**

(Address of principal executive offices)

**Registrant's telephone number, including area code: (408) 727-5555**

**N/A**

 **(Former name or former address, if changed since last report.)**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **Title of Each Class** | **Trading Symbol** | **Name of Each Exchange on Which Registered** |
| Common Stock, par value $.01 per share | AMAT | The NASDAQ Stock Market LLC |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act). ☐

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**Item 7.01 Regulation FD Disclosure.**

On September 29, 2025, the U.S. Department of Commerce's Bureau of Industry and Security issued a new rule that expands the list of companies subject to U.S. export restrictions (the "BIS Affiliates Rule"). Applied Materials, Inc. ("Applied") expects that the BIS Affiliates Rule will further restrict its ability to export certain products and provide certain parts and services to specific China-based customers without a license.

Applied currently estimates that the impact of the BIS Affiliates Rule will reduce its net revenue for the fourth quarter of fiscal 2025 by approximately $110 million. In addition, Applied currently expects that the impact of the BIS Affiliates Rule will reduce its net revenue for fiscal 2026 by approximately $600 million.

The information in this Form 8-K is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to liability under that section, and shall not be deemed to be incorporated by reference in any filing of Applied under the Securities Act of 1933, as amended, or the Exchange Act, unless expressly incorporated by specific reference in such filing.

**Forward-Looking Statements.**

This report contains forward-looking statements, including those regarding the impact of new export regulations on our ability to export products and provide services to customers, and the impact on our business and results of operations for the fourth quarter of fiscal 2025 and for fiscal 2026. These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance. Factors that could cause actual results to differ materially from those expressed or implied by such statements include the implementation of export regulations and license requirements and their interpretation, and their impact on our ability to export products and provide services to customers and on our results of operations, and other risks and uncertainties described in Applied's most recent Form 10-Q and other Securities and Exchange Commission filings. All forward-looking statements are based on management's estimates, projections and assumptions as of the date hereof, and Applied assumes no obligation to update them.

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
| | | <br>Applied Materials, Inc.<br> (Registrant) | <br>Applied Materials, Inc.<br> (Registrant) |
| Dated: | October 2, 2025 | By: | /s/ Teri A. Little |
|  |  |  | Teri A. Little |
|  |  |  | *Senior Vice President, Chief Legal Officer and Corporate Secretary* |

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