Applied Materials: FY25 Q2 earnings call, May 15, 2025

Thu, May 15Earnings callSpeaker-labelled transcriptApplied Materials

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).

Updated

Transcript

quotes of at most 25 words

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

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

Brice Hillcompanyqa

…company is operating at this point. And that has modest impact from tariffs. So in Q2, very small impact from tariffs because we had inventory…

Brice Hillcompanyqa

…making price adjustments for the things that cannot be managed from a tariff perspective. So our guidance for Q3 really reflects being able to manage…

Gary Dickersoncompanyqa

…larger. And there are changes that are happening from a regulatory standpoint, tariffs, those things that create more uncertainty. And so it's really a combination…

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