Applied Materials: FY26 Q3 earnings call, Aug 13, 2026
On its Aug 13, 2026 earnings call (FY26 Q3), Applied Materials said 10 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
13 words · 10 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Supply Chain | Yes | 8 | 9 | ✓ | 87%transcripts from the transcript model | Hear it 2:42, Supply Chain | – |
| China / Chinese | Yes | 5 | 6 | ✓ | 95%transcripts from the transcript model | Hear it 22:09, China / Chinese | – |
| EPIC Center | Yes | 5 | 5 | ✓ | 77%transcripts from the transcript model | Hear it 1:15, EPIC Center | – |
| Hybrid Bonding | Yes | 4 | 5 | ✓ | 73%transcripts from the transcript model | Hear it 1:01:39, Hybrid Bonding | – |
| Epitaxy | Yes | 4 | 4 | ✓ | 42%transcripts from the transcript model | Hear it 7:33, Epitaxy | – |
| Singapore | Yes | 1 | 1 | ✓ | 53%transcripts from the transcript model | Hear it 16:55, Singapore | – |
| Agent / Agentic | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | Hear it 32:35, Agent / Agentic | – |
| Chiplet | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | Hear it 8:19, Chiplet | – |
| SCREEN | Yes | 1 | 1 | ✓ | 29%transcripts from the transcript model | Hear it 12:54, SCREEN | – |
| Broadcom | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | Hear it 12:40, Broadcom | – |
| EssilorLuxottica | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| SENZ | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Smart Glasses | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
39 matches for “AI”; 5 quoted, at least 25 words apart.
…quarter-on-quarter revenue growth in the company's history. The rapid global build-out of AI infrastructure, combined with Applied's leadership positions in the most enabling and highest-value…
…we are confident we will grow faster than the overall market. As AI computing drives unprecedented demand for semiconductors, there's a large gap between demand…
…solutions. In my prepared remarks, I will share my views on how AI is resizing and reshaping the semiconductor industry and its ability to realize…
…in Silicon Valley. As I have said before, I strongly believe that AI is the biggest and most consequential technology inflection of our lifetimes. While…
…I am seeing at Applied Materials is a great case study in AI's real-world impact. Our investments in AI are on track to deliver compelling…
Where the listed words were said
In operations, supply chain, and our corporate functions, AI is helping us ramp faster, drive meaningful improvements in productivity, and scale our revenue significantly faster…
…margin of 30.1% up 280 basis points year-over-year. From a regional perspective, China represented 26% of our semiconductor systems plus AGS revenue. We now expect…
On Monday afternoon, October 12, we'll host an unveiling of the new EPIC Center in Silicon Valley, California. On Tuesday morning, October 13th, we hope…
And then relative to hybrid bonding, hybrid bonding is a way that every customer, whether it is leading-edge foundry logic or DRAM or high-bandwidth memory,…
…alone, we have announced six new products, including our Centura Prime Epi epitaxy system, designed specifically for high-performance DRAM. Producer Avila, that enables higher performance…
…forecasts. During the quarter, we officially opened our newest manufacturing center in Singapore and, combined with other expansions worldwide, have nearly doubled our manufacturing space…
…DRAM, especially with AI, as we're expanding from training to inference to agentic AI to physical AI, memory demand continues to go higher. I'd say…
…leader in this market, with strong positions in high-bandwidth memory and 3D chiplet stacking, and we now expect our overall packaging revenues to grow more…
…partner to accelerate development of advanced chip packaging technologies for next generation AI systems. We also signed EPIC partnership agreements with SCREEN and UC Berkeley.
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