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.

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

Gary Dickersoncompanyprepared · 6:05Hear it 6:00, Gary Dickerson

…our customers on longer-range planning. Our largest customers are providing rolling 8-quarter forecasts. We can prepare the required manufacturing capacity and service resources for their…

Brice Hillcompanyprepared · 17:11Hear it 17:07, Brice Hill

…positions, and logistics capacity. We are systematically translating our eight-quarter customer demand forecast into a consolidated signal to our suppliers, ensuring they have the visibility…

Toshiya Harianalystqa · 57:32Hear it 57:26, Toshiya Hari

…longer term plans, can you maybe share where they are seeing the greatest upside to the longer term forecast across those same areas? Thank you.

Brice Hillcompanyqa · 57:55Hear it 57:52, Brice Hill

…it. On the NAND, you know, we did raise our bit growth forecast for NAND, so probably a few percentage points. At least our view…

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