Applied Materials: FY25 Q2 earnings call, May 15, 2025
No Kalshi or Polymarket word markets were listed for Applied Materials’s May 15, 2025 earnings call (FY25 Q2). 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.
27 matches for “Customer”; 5 quoted, at least 25 words apart.
…macro environment, we have not seen significant changes in market demand. Our customers remain focused on winning the race to be first-to-market with transformative new…
…and the unique portfolio of solutions and capabilities we provide to our customers. Customers are racing to be first-to-market to deliver major architecture innovations in…
…in this market. In 2025, we expect our revenues from advanced DRAM customers to grow more than 40% as they ramp investments in DDR-5 and…
…of technology accelerating, being first to market has incredible value for our customers and Applied Materials. For this reason, another key pillar of our strategy…
…deliver strong financial performance. We are not currently seeing significant changes in customer demand, and we have agility in our global operations to adapt to…
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