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.
42 matches for “DRAM”; 5 quoted, at least 25 words apart.
…remains a relatively small portion of the wafer fab equipment market. In DRAM, where Applied has strong process technology leadership, overall spending is tracking to…
…the spending mix to play more to Applied's strengths with leading-edge foundry/logic, DRAM and advanced packaging being the fastest-growing areas of the market. I recently…
…major technology inflections are underway in 5 key areas: leading-edge logic, high-performance DRAM, high-bandwidth memory or DRAM stacking, advanced packaging for heterogeneous integration and…
…us confidence that we will extend our strong leadership position in logic, DRAM and packaging as advanced technology nodes ramp in volume production. Another key…
…As next-generation technologies ramp in volume production over the coming years, we will extend our leadership in logic, DRAM and packaging. Brice, over to you.
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