Applied Materials Inc at Bank of America Global Technology Conference Transcript

Jun 07, 2023 / 08:20PM GMT
Unidentified Analyst -

Welcome to this session. Really delighted to have the team from Applied Materials. Senior Vice President and CFO of Brice Hill, joining us this afternoon.

I'll go through a list of my questions. But if you have anything you would like to bring up, please feel free to raise your hand, and I'll be sure to get you in.

Brice A. Hill - Applied Materials, Inc. - Senior VP, CFO & Leads the Enterprise Enablement Group

Thanks for hosting, Vivek.

Questions and Answers:

Unidentified Analyst -

Welcome back. Very happy to have you here. So maybe let's start at the top. Maybe give us a state of the union, what's going well, what's different than what your assumptions were at the start of the year.

Brice A. Hill - Applied Materials, Inc. - Senior VP, CFO & Leads the Enterprise Enablement Group

I see a lot of familiar faces. So maybe people know some of the story already. But the -- this year for Applied, it really emphasized the strength of a broad portfolio
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