Applied Materials: FY26 Q1 earnings call, Feb 12, 2026

Thu, Feb 12Earnings callSpeaker-labelled transcriptApplied Materials

No Kalshi or Polymarket word markets were listed for Applied Materials’s Feb 12, 2026 earnings call (FY26 Q1). 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.

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

Gary Dickersoncompanyprepared

…Materials, Inc. delivered solid results in 2026Q1, driven by strong demand across AI, foundry-logic, and memory. Our customers continue to accelerate node migrations and new…

Vivek Aryaanalystqa

Thank you. Could you discuss the sustainability of AI-related demand into the next few quarters and how it influences your WFE outlook?

Gary Dickersoncompanyqa

…Advanced packaging is a strong growth vector driven by heterogeneous integration and AI. We differentiate with a comprehensive toolset across wafer-level packaging, hybrid bonding, and…

Gary Dickersoncompanyqa

…Our priorities include gate-all-around, backside power, advanced packaging, EUV adjacencies, new materials for scaling, and expanding our metrology/inspection capabilities with AI-driven analytics.

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