Applied Materials, Inc. (AMAT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Applied Materials Second Quarter Fiscal twenty twenty six Earnings Call. During the presentation all participants will be in a listen only mode. Afterwards you will be invited to participate in a question and answer session. I would now like to turn the call over to Mike Sullivan, Corporate Vice President of Investor Relations. Please go ahead. Good afternoon, everyone, and thank you for joining today's call. With me are Gary Dickerson, our President and CEO and Bryce Hill, our Chief Financial Officer. Before we begin, I'd like to remind you that today's call includes forward looking statements which are subject to risks and uncertainties that could cause our actual results to differ. Information concerning these risks and uncertainties is discussed in our most recent Form 10 Q and other filings with the SEC. Today's call also includes non GAAP financial measures. Reconciliations to GAAP measures can be found in today's earnings press release and in our quarterly earnings materials, which are available on our website at ir.appliedmaterials.com. In addition, any comments regarding calendar 2026 refer to Q2 of this fiscal year through Q1 of fiscal twenty twenty seven, which will be a fourteen week quarter. Next, I'll share some calendar items. I'm pleased to announce the second event in our twenty twenty six Master Class Series. We'll cover DRAM and advanced packaging on a live webcast on Thursday, June 25 at 9AM Pacific Time. Next, I'd like to remind you about our two special events during SEMICON West. On Monday afternoon, October twelve, we invite you to the unveiling of the new EPIC Center in Sunnyvale, California. And on Tuesday morning, October 13, we hope you'll join Gary, Bryce, and our business unit leaders for our investor breakfast presentatio...