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Applied Materials Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript
Greetings, and thank you for attending JPMorgan's 49th Annual Technology, Media and Communications Conference. My name is Harlan Sur, semiconductor and semiconductor capital equipment analyst here for the firm. Very pleased to have Gary Dickerson, President and Chief Executive Officer for Applied Materials. We also have Dan Durn, Chief Financial Officer, here with us today.
The team reported strong April quarter results in July quarter outlook last week. So what I've asked Gary and Dan to start us off with is Applied's view of the wafer equipment spending environment this year, Applied's growth outlook within that. And then we'll go ahead and kick off the Q&A.
And so gentlemen, thank you for joining us today and let me turn it over to you.
Yes. Thank you, Harlan, and thanks for inviting us to the conference here today. I think the setup for Applied has never been better. If we look
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