Applied Materials: FY26 Q2 earnings call, May 14, 2026

Thu, May 14Earnings callSpeaker-labelled transcriptApplied Materials

No Kalshi or Polymarket word markets were listed for Applied Materials’s May 14, 2026 earnings call (FY26 Q2). 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.

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

Gary Dickersoncompanyprepared · 2:26Hear it 2:23, Gary Dickerson

…being driven by three key factors. First, the rapid global build-out of AI computing infrastructure. Second, Applied's leadership positions in the most enabling and highest…

Gary Dickersoncompanyprepared · 2:54Hear it 2:48, Gary Dickerson

…on how our markets are evolving, explain how Applied is enabling the AI roadmap with our differentiated technology and exciting pipeline of new products, and…

Gary Dickersoncompanyprepared · 3:23Hear it 3:17, Gary Dickerson

…has continued to accelerate as improvements in the performance and cost of AI computing are translating into real-world applications that deliver compelling returns for users.…

Gary Dickersoncompanyprepared · 4:26Hear it 4:25, Gary Dickerson

…has increased more than threefold in just the past 3 months. Importantly, AI demand is not only growing rapidly, it's also diversifying. Since the beginning…

Gary Dickersoncompanyprepared · 4:56Hear it 4:50, Gary Dickerson

…computing architectures are workload-specific and optimized for different generative, agentic, or physical AI models. Agentic AI models do more than respond to queries. They plan,…

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