Applied Materials: FY25 Q3 earnings call, Aug 15, 2025
No Kalshi or Polymarket word markets were listed for Applied Materials’s Aug 15, 2025 earnings call (FY25 Q3). 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.
56 matches for “Customer”; 5 quoted, at least 25 words apart.
…describe Applied's leadership position at the major device inflections that enable our customers' road maps. The dynamic macroeconomic and policy environment, including trade and tariffs,…
…issued in the next quarter. And third is nonlinear demand from leading-edge customers, which is primarily linked to market concentration and fab timing. None of…
…5 years to provide the needed capacity and agility to support growing customer demand. Globally, we are now tracking more than 100 new fabs or…
…and materials engineering, growing Applied's addressable market and driving closer collaboration with customers. On top of this, these inflections create opportunities for us to grow…
…have strong market share, and we expect our revenue from leading-edge DRAM customers to be up around 50% in fiscal 2025. In the quarter, our…
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