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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “Tariff”; 4 quoted, at least 25 words apart.
…road maps. The dynamic macroeconomic and policy environment, including trade and tariffs, has wide-ranging implications for the semiconductor industry, increasing uncertainty and lowering…
…of product and segment mix and pricing as we work to offset tariff-related headwinds. Non-GAAP operating expenses were $1.3 billion, down slightly as a percentage…
…make capital commits in this environment that we're all going through with tariff and trade and other uncertainties. And also with the concentration on leading…
…end of our Q2 as I think some of the trade and tariff uncertainties were resolved towards the end of our quarter. So it was…
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