- Q2 2024 Applied Materials Inc Earnings Call TranscriptMay 16, 2024R$110.45 (-0.75%)Earnings
- Applied Materials Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 04, 2024
- Q1 2024 Applied Materials Inc Earnings Call TranscriptFeb 15, 2024R$110 (+18.57%)Earnings
- Applied Materials Inc at Wells Fargo TMT Summit TranscriptNov 28, 2023
- Q4 2023 Applied Materials Inc Earnings Call TranscriptNov 16, 2023R$75.6 (+1.06%)Earnings
- Applied Materials Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 06, 2023
- Q3 2023 Applied Materials Inc Earnings Call TranscriptAug 17, 2023R$68.46 (-1.03%)Earnings
- Applied Materials Inc SEMICON West Technology Breakfast TranscriptJul 11, 2023
- Applied Materials Inc at Bank of America Global Technology Conference TranscriptJun 07, 2023
- Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptJun 01, 2023
- Q2 2023 Applied Materials Inc Earnings Call TranscriptMay 18, 2023R$64.7 (+4.35%)Earnings
- Applied Materials Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 08, 2023
- Applied Materials Inc to Discuss Advanced Patterning Products Launch Call TranscriptFeb 28, 2023
- Q1 2023 Applied Materials Inc Earnings Call TranscriptFeb 16, 2023R$61.5 (-0.81%)Earnings
- Applied Materials Inc eBeam Technology and Product Launch TranscriptDec 14, 2022
- Applied Materials Inc at Wells Fargo TMT Summit TranscriptNov 30, 2022
- Q4 2022 Applied Materials Inc Earnings Call TranscriptNov 17, 2022R$56.49 (+0.82%)Earnings
- Applied Materials Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 12, 2022
- Applied Materials Inc at Citi Global Technology Conference TranscriptSep 07, 2022
- Q3 2022 Applied Materials Inc Earnings Call TranscriptAug 18, 2022R$56.21 (+2.63%)Earnings
- Applied Materials Inc at Bank of America Global Technology Conference TranscriptJun 07, 2022
- Q2 2022 Applied Materials Inc Earnings Call TranscriptMay 19, 2022R$54.79 (-1.17%)Earnings
- Q1 2022 Applied Materials Inc Earnings Call TranscriptFeb 16, 2022R$72.26 (+0.64%)Earnings
- Applied Materials Inc at Credit Suisse Technology, Media & Telecom Conference TranscriptNov 30, 2021
- Q4 2021 Applied Materials Inc Earnings Call TranscriptNov 18, 2021R$88.3 (+2.11%)Earnings
- Applied Materials Inc at JPMorgan US All Stars Conference (Virtual) TranscriptSep 21, 2021
- Applied Materials Inc at Citi Global Technology Virtual Conference TranscriptSep 15, 2021
- Applied Materials Inc at Deutsche Bank Technology Conference (Virtual) TranscriptSep 10, 2021
- Applied Materials Inc at Needham SemiCap and EDA Conference (Virtual) TranscriptAug 24, 2021
- Q3 2021 Applied Materials Inc Earnings Call TranscriptAug 19, 2021R$69.11 (+0.09%)Earnings
- Applied Materials Inc at Bank of America Global Technology Conference (Virtual) TranscriptJun 09, 2021
- Applied Materials Inc at Evercore ISI TMT Conference (Virtual) TranscriptJun 07, 2021
- Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference (Virtual) TranscriptJun 02, 2021
- Applied Materials Inc at Cowen TMT Conference (Virtual) TranscriptJun 01, 2021
- Applied Materials Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 24, 2021
- Q2 2021 Applied Materials Inc Earnings Call TranscriptMay 20, 2021R$68.75 (+4.29%)Earnings
- Applied Materials Inc Investor Meeting TranscriptApr 06, 2021
- Applied Materials Inc Annual Shareholders Meeting TranscriptMar 11, 2021
- Applied Materials Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 02, 2021
- Q1 2021 Applied Materials Inc Earnings Call TranscriptFeb 18, 2021R$62.03 (+1.59%)Earnings
- Applied Materials Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 10, 2020
- Applied Materials Inc at Wells Fargo TMT Conference (Virtual) TranscriptDec 02, 2020
- Applied Materials Inc at Nasdaq Virtual Investor Conference TranscriptDec 02, 2020
- Applied Materials Inc at Credit Suisse Technology Conference (Virtual) TranscriptDec 01, 2020
- Q4 2020 Applied Materials Inc Earnings Call TranscriptNov 12, 2020R$39.27Earnings
- Applied Materials Inc at Citi Global Technology Conference (Virtual) TranscriptSep 08, 2020
- Q3 2020 Applied Materials Inc Earnings Call TranscriptAug 13, 2020R$36.4Earnings
- Applied Materials Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 03, 2020
- Applied Materials Inc at Cowen TMT Conference TranscriptMay 28, 2020
- Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 27, 2020
- Applied Materials Inc at Needham Technology & Media Conference (Virtual) TranscriptMay 20, 2020
- Q2 2020 Applied Materials Inc Earnings Call TranscriptMay 14, 2020R$30.18 (+0.55%)Earnings
- Applied Materials Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 13, 2020
- Q1 2020 Applied Materials Inc Earnings Call TranscriptFeb 12, 2020R$28.28 (+5.38%)Earnings
- Applied Materials Inc at UBS Global TMT Conference TranscriptDec 09, 2019
- Applied Materials Inc at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 03, 2019
- Q4 2019 Applied Materials Inc Earnings Call TranscriptNov 14, 2019Earnings
- Applied Materials Inc at Citi Global Technology Conference TranscriptSep 04, 2019
- Q3 2019 Applied Materials Inc Earnings Call TranscriptAug 15, 2019Earnings
- Applied Materials Inc to Acquire Kokusai Electric Corp Call TranscriptJul 01, 2019
- Applied Materials Inc at Cowen Technology, Media & Telecom Conference TranscriptMay 30, 2019
- Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 29, 2019
- Q2 2019 Applied Materials Inc Earnings Call TranscriptMay 16, 2019Earnings
- Applied Materials Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptFeb 26, 2019
- Q1 2019 Applied Materials Inc Earnings Call TranscriptFeb 14, 2019Earnings
Applied Materials Inc at Cowen TMT Conference (Virtual) Transcript
All right. Good morning, everyone. I'm Krish Sankar, the semi cap equipment analyst at Cowen. Thank you all for joining. The company presenting next is Applied Materials, and we are very fortunate enough to have Dan Durn, the CFO, of Applied here. Thank you very much, Dan, for joining.
And as always for the audience, members, there is a dashboard, you can always send in any questions you want, then I can ask them to Dan.
Questions & Answers
Okay so, let me start it out by having some questions for you, Dan. And clearly, you had a very strong earnings conference call recently a couple of weeks ago. You sounded very bullish on the second half demand and also into next year. And so -- and within that, it seems like into the second half of this year, you were more lukewarm on NAND while being more bullish on DRAM, foundry and logic. Is that still the case? And do you
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |
![](https://static.gurufocus.com/material/money-back-guarantee.png)
![](https://static.gurufocus.com/trust_rating.png)
![](https://static.gurufocus.com/trust.png)