Applied Materials, Inc. (AMAT) Q4 2024 Earnings Call Transcript Summary
Applied Materials, Inc. (AMAT) Q4 2024 Earnings Call Transcript Summary
Non-GAAP gross margin reached 47.6%, marking the highest annual gross margin rate since fiscal 2000.The following is a summary of the Applied Materials, Inc. (AMAT) Q4 2024 Earnings Call Transcript:
以下是應用材料公司（AMAT）2024財年第四季度業績會記錄的摘要：
Financial Performance:
財務表現：
Applied Materials reported a record fiscal 2024, with the fifth consecutive year of growth.
FY 2024 saw net sales of $27.2 billion, a 2.5% year-over-year increase.
Non-GAAP gross margin reached 47.6%, marking the highest annual gross margin rate since fiscal 2000.
Non-GAAP earnings per share grew 7.5% year-over-year to $8.65.
Q4 net sales were $7.05 billion, up nearly 5% year-over-year.
應用材料報告了創紀錄的2024財年，實現連續第五年增長。
2024財年的淨銷售額爲272億，較上年同期增長2.5%。
非公認會計原則毛利率達47.6%，創自2000財年以來的最高年毛利率。
非公認會計原則每股收益同比增長7.5%，達到8.65美元。
第四季度淨銷售額爲70.5億，同比增長近5%。
Business Progress:
業務進展：
Significant advancements in DRAM, Logic, and Advanced Packaging were made, driving double-digit growth in parts and services.
The company is expanding its EPIC collaborative R&D platform and deploying the Net Zero Playbook for sustainable growth.
AGS posted 21 consecutive quarters of year-on-year growth, with a focus on increasing complexity in customer businesses.
Major investments in gate-all-around nodes are set to double revenues from these nodes in 2025.
在DRAm、邏輯和愛文思控股封裝方面取得了顯著的進展，推動了零部件和服務的雙位數增長。
公司正在擴大其EPIC協作研發平台，並部署淨零行動計劃以實現可持續增長。
AGS連續21個季度同比增長，專注於客戶業務的複雜性提升。
在全柵極節點的重大投資預計將在2025年使這些節點的收入翻倍。
Opportunities:
機會：
The semiconductor industry is propelled by AI, demanding extensive improvements in energy-efficient computing.
New technology roadmaps and device architecture inflections for materials engineering significantly increase the company's market opportunities.
Advanced integrated solutions, driving collaborations, and advanced service products are increasing overall value to customers.
半導體行業由人工智能推動，迫切需要在能源高效計算方面進行廣泛改進。
新的技術路線圖和材料工程設備架構變革顯著增加了公司的市場機會。
先進的集成解決方案、推動合作和先進的服務產品正在爲客戶增加整體價值。
Risks:
風險：
No explicit risks detected as the call focused heavily on opportunities and growth sectors.
沒有發現明顯的風險，因爲看漲主要集中在機遇和增長行業板塊上。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
