Applied Materials: FY25 Q4 earnings call, Nov 13, 2025

Thu, Nov 13Earnings callSpeaker-labelled transcriptApplied Materials

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

4 matches for “Forecast”; 4 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared

…that in turn, significantly increase demand for AI compute capacity. Recent third-party forecasts predict that the semiconductor industry will grow at a compound annual rate…

Brice Hillcompanyprepared

…market trends. Based on growing demand for AI data center capacity, we forecast that leading-edge foundry/logic, DRAM and high-bandwidth memory will be the fastest-growing areas…

Brice Hillcompanyqa

…large number of customers there and continuing creation of new customers. So it's not as easy to forecast as the rest of the mature market.

Brice Hillcompanyqa

Sure, Jim. We think leading-edge will be the strongest grower with DRAM second. So that's our forecast.

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