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.
5 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
…our customers to better understand their longer-term demand expectations and align our supply chain and manufacturing slots to meet their needs for advanced capacity. Based…
…have evolved in the last few months? How has your visibility changed? And how are you preparing your supply chain for this likely tremendous growth?
…large ramps of advanced factories, and they want to make sure our supply chain operations and service teams are ready to deliver. So we're getting…
…advanced factories. And again, customers want to make sure that especially our supply chains are ready to deliver. And of course, the improved visibility is…
…ship them. And so it's going to take time to do the supply chain and actually make the builds and we'll have to finalize the…
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