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.

60 matches for “Growth”; 5 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared · 2:18Hear it 2:12, Gary Dickerson

…we see an exceptionally strong foundation for sustained multi-year revenue and profit growth. The momentum in our business is being driven by three key factors.…

Gary Dickersoncompanyprepared · 4:42Hear it 4:36, Gary Dickerson

…a meaningful increase in agentic applications which layer on top of continued growth in generative AI training and inference workloads. AI computing architectures are workload-specific…

Gary Dickersoncompanyprepared · 6:17Hear it 6:13, Gary Dickerson

…service resources for their ramps. With this improved visibility, we see continued growth across this extended planning horizon into 2027 and beyond. We are investing…

Gary Dickersoncompanyprepared · 6:48Hear it 6:42, Gary Dickerson

…these three areas to account for more than 80% of the year-over-year growth in total wafer fab equipment spending in 2026 and see a similar…

Gary Dickersoncompanyprepared · 13:00Hear it 12:58, Gary Dickerson

…we are also driving new innovations in service. Service is another important growth driver for Applied as we increase the revenue we generate per tool…

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