Applied Materials: FY25 Q4 earnings call, Nov 13, 2025
No Kalshi or Polymarket word markets were listed for Applied Materials’s Nov 13, 2025 earnings call (FY25 Q4). 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.
30 matches for “AI”; 5 quoted, at least 25 words apart.
…the opportunities ahead. Applied is in a tremendous position to benefit as AI computing fuels secular growth in semiconductors and wafer fab equipment. As this…
…we are ready to support significant production ramps in the coming years. AI has reached a tipping point that is accelerating investment in next-generation computing…
…open up new AI applications that in turn, significantly increase demand for AI compute capacity. Recent third-party forecasts predict that the semiconductor industry will grow…
…our revenue being weighted toward the second half of the calendar year. AI computing is not only fueling growth, but also reshaping the semiconductor road…
…drain structures that provide higher transistor speeds that are especially critical for AI computing. The Xtera system integrates epi, cleaning and etch, resulting in a…
Agents: this page as TSV at /api/v1/appearances/applied-materials:2025-11-13:earnings_call · words: /api/v1/brief?appearance=applied-materials:2025-11-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP