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.

4 matches for “Bandwidth”; 4 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared · 9:40Hear it 9:34, Gary Dickerson

…advanced packaging, Applied is also the overall leader with strong positions in high-bandwidth memory and 3D chiplet stacking. We expect to grow our packaging revenues…

Gary Dickersoncompanyqa · 33:03Hear it 32:57, Gary Dickerson

…we're seeing a broadening of demand, very strong demand for DRAM and high-bandwidth memory. The ecosystem working on new packaging architectures that drive major improvements…

Gary Dickersoncompanyqa · 38:49Hear it 38:43, Gary Dickerson

…to drive, in 2026, 2027 and going forward, leading-edge foundry logic, DRAM, high-bandwidth memory and advanced packaging. Those are the areas where Applied has tremendous…

Gary Dickersoncompanyqa · 1:01:03Hear it 1:00:57, Gary Dickerson

…That is really driving our businesses in leading edge foundry logic, DRAM, high-bandwidth memory, and advanced packaging. Really, when you think about architecture innovation, Applied's…

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