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.

49 matches for “Customer”; 5 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared · 2:11Hear it 2:07, Gary Dickerson

…more than 25 years. With rising demand and increasing long-term visibility from customers, we see an exceptionally strong foundation for sustained multi-year revenue and profit…

Gary Dickersoncompanyprepared · 3:04Hear it 2:58, Gary Dickerson

…new products, and outline how we're transforming the way we work with customers, partners, and across the company to drive higher velocity, increase operating leverage,…

Gary Dickersoncompanyprepared · 5:33Hear it 5:33, Gary Dickerson

…space was a key factor pacing the rate of industry investment. As customers find new ways to reallocate or create space, we are seeing incremental…

Gary Dickersoncompanyprepared · 6:01Hear it 6:00, Gary Dickerson

…we are working closely with our customers on longer-range planning. Our largest customers are providing rolling 8-quarter forecasts. We can prepare the required manufacturing capacity…

Gary Dickersoncompanyprepared · 10:16Hear it 10:11, Gary Dickerson

In DRAM, AI computing is driving incredibly strong demand, and customers are aggressively adding capacity at 6F² nodes while accelerating their development of next-generation device…

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