Applied Materials, Inc. (AMAT)
Semiconductor equipment, 36,500 employees, 46% Asia-Pacific. Read October 2, 2026 from the annual report for the period ending October 26, 2025, filed December 12, 2025. Ranked 27 of the 38 Technology companies read so far, by the share within reach now.
Within reach now
18%
End of 2028
36%
Employees, annual report
36,500
Leading staffing pattern
Machinery Manufacturing (3331, 3332, 3334, and 3339 only)
Share of the working time within reach, long-run pace, four times in five
- Now18%
- End of 202730%
- End of 202836%
- End of 203038%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 62%
- Becomes checking a model's work 30%
- Handed over with lighter checks 5%
The filing states one regular full-time count and the regions, nothing by segment, so the whole workforce takes the machinery pattern by description (c).
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 18% now, 30% at the end of 2027, 36% at the end of 2028, 38% at the end of 2030. By the patterns, the work is about 38% desk work, 16% people work and 47% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 62% of the working time stays with people (conversation, in-person and hands-on work), 30% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
36,500 employees as of October 26, 2025 (stated). About 46% in Asia-Pacific, 42% in North America and 12% in Europe and the Middle East; no U.S. count.
The filing: “As of October 26, 2025, we employed approximately 36,500 regular full-time employees spanning 25 countries, of whom approximately 46%, 42% and 12% resided in the Asia-Pacific region, North America, and Europe/Middle East, respectively.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Machinery Manufacturing (3331, 3332, 3334, and 3339 only) | 100% | A maker of semiconductor manufacturing equipment (Semiconductor Systems 73% of revenue, Applied Global Services 23%); the filing states no count by segment, so one machinery pattern by description (c), the services business inside it. |
What the filing says about the workforce: About 36,500 regular full-time employees in 25 countries: Asia-Pacific 46%, North America 42%, Europe and the Middle East 12%; learning on a 70/20/10 model.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Machinery Manufacturing (3331, 3332, 3334, and 3339 only), largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Caterpillar Inc. (CAT, 118,000 employees)18% now, 37% by 2028
- Deere & Company (DE, 73,100 employees)19% now, 37% by 2028
- Parker-Hannifin Corporation (PH, 59,850 employees)17% now, 38% by 2028
- Carrier Global Corporation (CARR, 47,000 employees)18% now, 36% by 2028
- Trane Technologies plc (TT, 44,000 employees)18% now, 33% by 2028
- Illinois Tool Works Inc. (ITW, 43,000 employees)18% now, 37% by 2028
What the filing says about AI
27 sentences in the filing name AI. Twenty-seven sentences: AI among the advances semiconductors enable and the end-market drivers of the industry's growth, and AI and data center servers among the uses of its customers' products.
- “Semiconductors provide the foundation for advances in technology that are reshaping the global economy, including artificial intelligence, the internet of things, robotics, electric and autonomous vehicles, and clean energy.”
- “Our customers' products are used across personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics.”
- “The growth of data and emerging end-market drivers such as artificial intelligence, the internet of things, robotics and smart vehicles are also creating the next wave of growth for the industry.”
- “In addition to instructor-led and web-based training, we offer state-of-the-art training modalities, such as AI-based simulations and Augmented and Virtual Reality learning capabilities, to further the development of our new products, train our manufacturing and field support employees, and facilitate remote collaboration.”
- “Artificial intelligence (AI) and technologies related to AI are a significant demand driver for the industries we serve.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20212median 0
- Fiscal 20223median 0
- Fiscal 20238median 1
- Fiscal 202422median 4
- Fiscal 202527median 10
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-10-26 | 36,500 | 2025-12-12 | 10-K |
| 2024-10-27 | 35,700 | 2024-12-13 | 10-K |
| 2023-10-29 | 34,000 | 2023-12-15 | 10-K |
| 2022-10-30 | 33,000 | 2022-12-16 | 10-K |
| 2021-10-31 | 27,000 | 2021-12-17 | 10-K |
| 2020-10-25 | 24,000 | 2020-12-11 | 10-K |
| 2019-10-27 | 22,000 | 2019-12-13 | 10-K |
| 2018-10-28 | 21,000 | 2018-12-13 | 10-K |
| 2017-10-29 | 18,400 | 2017-12-15 | 10-K |
| 2016-10-30 | 15,600 | 2016-12-15 | 10-K |
| 2015-10-25 | 14,600 | 2015-12-09 | 10-K |
| 2014-10-26 | 14,000 | 2014-12-17 | 10-K |
| 2013-10-27 | 13,700 | 2013-12-04 | 10-K |
| 2012-10-28 | 14,500 | 2012-12-05 | 10-K |
| 2011-10-30 | 13,000 | 2011-12-06 | 10-K |
| 2010-10-31 | 13,000 | 2010-12-10 | 10-K |
| 2009-10-25 | 12,619 | 2009-12-11 | 10-K |
| 2008-10-26 | 14,824 | 2008-12-12 | 10-K |
| 2007-10-28 | 14,550 | 2007-12-14 | 10-K |
| 2006-10-29 | 14,072 | 2006-12-14 | 10-K |
| 2005-10-30 | 12,576 | 2005-12-14 | 10-K |
| 2004-10-31 | 12,191 | 2004-12-15 | 10-K |
| 2003-10-26 | 12,050 | 2004-01-13 | 10-K |
| 2002-10-27 | 16,077 | 2003-01-23 | 10-K |
| 2001-10-28 | 17,365 | 2002-01-23 | 10-K |
| 2000-10-29 | 19,220 | 2001-01-24 | 10-K405 |
| 1999-10-31 | 12,755 | 2000-01-31 | 10-K405 |
| 1998-10-25 | 12,060 | 1999-01-20 | 10-K405 |
| 1997-10-26 | 13,924 | 1998-01-23 | 10-K |
| 1996-10-27 | 11,403 | 1997-01-24 | 10-K |
| 1995-10-29 | 10,537 | 1996-01-12 | 10-K |
| 1994-10-30 | 6,497 | 1994-12-21 | 10-K |
Limits of this reading
- No count by segment: one machinery pattern by description (c); the services business (23% of revenue) sits inside it.
- No U.S. count: 42% in North America.
Source: the company's annual report on EDGAR, accession 0001628280-25-056742, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
Questions about this company
- How much of Applied Materials, Inc.'s working time is within reach of AI?
- An estimated 18% now and 36% by the end of 2028, on METR's long-run pace at four in five, from the workforce Applied Materials, Inc.'s own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Applied Materials, Inc. employ?
- 36,500 as of October 26, 2025, as its annual report for the period ending October 26, 2025 states.
- What kinds of work make up Applied Materials, Inc.'s workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Machinery Manufacturing (3331, 3332, 3334, and 3339 only); by those patterns the work is about 38% desk work, 16% people work and 47% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Applied Materials, Inc.'s annual report say about AI?
- 27 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2025 name it in 2, 3, 8, 22 and 27 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 2, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.