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).
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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.
53 matches for “Customer”; 5 quoted, at least 25 words apart.
…we strengthened our leadership position in DRAM, growing revenues from leading edge customers by more than 50% over the past 4 fiscal quarters. As we…
…I recently returned from an extended trip to Asia. My discussions with customers and partners reinforce my view that opportunities for the semiconductor industry and…
…At Applied, our core strategy is inflection-focused innovation. We partner with our customers to see technology inflections early. We focus our research and development on…
…ramp in volume production. Another key theme we consistently hear from our customers and our customers' customers is that co-optimization of the technology stack is…
…operations next year. Our co-optimization strategies extend well beyond R&D. As our customers race to bring these complex new device architecture inflections to market, we…
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