Applied Materials: FY26 Q2 earnings call, May 14, 2026
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
…enabling and highest value areas of the market, particularly leading-edge foundry logic, DRAM, and advanced packaging. Third, strong execution across our operations and supply chain.
…new scientific breakthroughs, accelerate research and development programs, optimize factory and supply chain operations, increase innovation and productivity and services, and automate workflows…
…rolling visibility with them. That helps us, you know, primarily plan the supply chain. Our supply chain needs that kind of lead time in order…
…We have significant capacity available. Our job is to work with the supply chain and have the supply chain work at the same speed we…
…equipment business, we'll grow 30% or more in the year. It's really supply chain. You know, that's one thing that is, I think, an issue…
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