Applied Materials: FY25 Q1 earnings call, Feb 13, 2025
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).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Forecast”; 5 quoted, at least 25 words apart.
…and we've been watching that, but I'll just say that market. Our forecast for ICAPS and for ICAPS China seems to change every single quarter.…
…regarding sort of where your level of confidence is in your customer forecast right now. And I know you haven't given us guidance for the…
…foundry logic spending for the year. Your comments suggested that ICAP, the forecasts have been changing a lot, so I'd imagine that there's some uncertainty…
…lower, and that's where we've seen a lot of volatility in our forecast. I think in the past couple of years, we've continually increased our…
…expectations, and so, you know, we think we're pretty comfortable with our forecast for leading logic being driven by, you know, data center, PC, smartphone,…
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