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.

2 matches for “Supply Chain”; 2 quoted, at least 25 words apart.

Brice Hillcompanyprepared

…revenue, margins, and cash flow. We are focused on operational discipline and supply chain execution to meet customer demand while advancing our technology leadership. We…

James Schneideranalystqa

Thank you. What is the status of your supply chain localization and resiliency initiatives?

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