Semiconductor-equipment manufacturer Applied Materials recorded $10.41 billion in fiscal Q4 net sales, including $8 billion from semiconductor systems.

Applied Materials reported fiscal Q4 net sales of $10.41 billion, against the $10.27 billion analyst estimate cited by financialjuice. Semiconductor Systems contributed $8.00 billion, compared with the cited $7.94 billion estimate.

Financial_Express reports total sales growth of 53% year over year, Applied Global Services sales of $1.90 billion, and other sales of $517 million. Adjusted earnings per share were $4.16, versus $2.17 a year earlier and a $4.06 estimate; adjusted gross margin was 50.6%, versus 48.1% a year earlier.

Reported fiscal Q4 net income was $2.718 billion, compared with $1.897 billion in the prior-year period. For fiscal Q1, management forecast net sales of $10.60 billion–$11.60 billion and adjusted earnings per share of $4.35, plus or minus $0.20.

CEO Gary Dickerson said the company was coordinating capacity more closely with customers and suppliers, with its largest customers providing forecasts extending eight quarters. He estimated that 60% of hyperscaler capital spending was going into silicon and that more than 85% of that silicon spending was directed toward foundry, dynamic random-access memory, and advanced packaging; these are management estimates, not reported Applied Materials revenue shares.