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.

7 matches for “Growth”; 5 quoted, at least 25 words apart.

Brice Hillcompanyprepared

…to shareholders through repurchases and dividends, and we continue to invest in R&D and capacity to support long-term growth. We will now open for questions.

Gary Dickersoncompanyqa

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

Brice Hillcompanyqa

…you, Joe. Our priorities remain consistent: invest in the business for long-term growth, maintain a strong balance sheet, and return excess cash to shareholders through…

Krish Sankaranalystqa

Thanks. On services, can you talk about growth drivers and attachment rates?

Gary Dickersoncompanyqa

…Timm. ICAPS demand remains healthy, supporting power, automotive, and industrial applications. While growth is moderating from peak levels, our broad portfolio across deposition, etch, and…

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