Did the revenue of Applied Materials for the quarter ended October 25, 2026 grow at or above 60.0% from the quarter ended October 26, 2025?
Compare the revenue that Applied Materials reports for the quarter ended October 25, 2026 with the quarter ended October 26, 2025, in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if growth is at or above 60.0%; no if it is below 60.0%.
If the source is late or silent: If Applied Materials has not filed by December 31, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
IGV outperforms SOX as application value wins
No: growth comes in under 60 percent versus last year's quarter, even if sales still rise.
If yes
Margin migrates to chips and power
Yes: chipmaking equipment demand lifts revenue growth to at or above 60 percent versus the same quarter last year.
50%
NoYes
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The trail · since Oct 22
the Call 26, recorded Oct 22machines 2 runsreaders show from 5
The case · 8 people · 2 minutes
IGV outperforms SOX as application value wins2 people argue noMargin migrates to chips and power6 people argue yes
As businesses spend more on AI tokens and evaluate suppliers on product execution and cost efficiency rather than raw model power, enterprises shift spending toward the provider with the best cost structure, product-market fit, and credibility.…
Chipmakers and capital equipment providers serving AI infrastructure demands significantly outperform software companies, which face slower enterprise IT budgets, elongated sales cycles, and cautious spending by smaller businesses. Software has…
What would change the Call
The actual revenue figure in Applied Materials's 10-Q or 10-K for the quarter ending October 25, 2026 versus the year-ago quarter would move the call.
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The thesis
Will the PHLX Semiconductor Index (SOX) total return exceed the iShares Expanded Tech-Software ETF (IGV) total return over the period 2026-01-01 to 2027-09-30?
Bottleneck rent at the silicon layer keeps semiconductor equity returns ahead of software equity returns through the AI capital cycle.