Applied Materials: FY25 Q1 earnings call, Feb 13, 2025

Thu, Feb 13Earnings callSpeaker-labelled transcriptApplied Materials

No Kalshi or Polymarket word markets were listed for Applied Materials’s Feb 13, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “Bandwidth”; 3 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared

…focusing on: leading-edge logic, high-performance DRAM, DRAM stacking referred to as high bandwidth memory or HBM, and advanced packaging to connect the logic and memory…

Gary Dickersoncompanyqa

…last year, we outperformed in aggregate across leading-edge foundry logic, DRAM, high bandwidth memory, advanced packaging, and ICAPS markets outside of China. And we've been…

Gary Dickersoncompanyqa

…of share. And again, really well-positioned for 4F squared and 3D DRAM. Bandwidth memory, you know, that's another one where we have a very strong…

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