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.
16 matches for “PVD”; 5 quoted, at least 25 words apart.
…delivery. But when I look at your leadership products, it feels like PVD is moving to ALD, on the CVD, CMP and etch side, besides…
…of that, I'm very optimistic about. And I'll come back to your PVD comment in just a minute here. The biggest change we've seen in…
…compete, I'm actually very optimistic with our position. And then back to PVD, your question on PVD. So I'll tell you, Krish, PVD is doing…
…clear leader in wiring innovation. So Krish, we see strong demand for PVD, strong growth in 2026 and into the future. We're also innovating. I…
And then I guess, Gary, I wanted to go back to PVD. So this is like 1/3 of your systems revenue per Gartner. So it's…
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