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 “DRAM”; 3 quoted, at least 25 words apart.

Gary Dickersoncompanyqa

…leading-edge foundry-logic and in advanced packaging, as well as improving trends in DRAM and NAND. Our pipeline and customer engagements give us confidence in demand…

Gary Dickersoncompanyqa

…healthy with strength at leading nodes, while memory is improving, led by DRAM and HBM-related investments. Regionally, we see continued momentum in the U.S. and…

CJ Museanalystqa

Thanks. What is your outlook for NAND versus DRAM WFE into the next few quarters?

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