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.

3 matches for “Deposition”; 3 quoted, at least 25 words apart.

Gary Dickersoncompanyqa

Thanks, Brian. We are well positioned with a broad suite of deposition, etch, CMP, and inspection/metrology solutions. Gate-all-around and backside power introduce new materials and…

Gary Dickersoncompanyqa

…We are seeing strong pull for tools supporting HBM, including patterning, dielectric deposition, and advanced packaging steps like hybrid bonding and TSV-related processes. Visibility extends…

Gary Dickersoncompanyqa

…industrial applications. While growth is moderating from peak levels, our broad portfolio across deposition, etch, and inspection positions us well in mature and specialty nodes.

Agents: this page as TSV at /api/v1/appearances/applied-materials:2026-02-12:earnings_call · words: /api/v1/brief?appearance=applied-materials:2026-02-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP