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E D I T E D V E R S I O N
AMAT.OQ - Applied Materials Inc
Applied Materials Inc at JPMorgan Global Technology, Media and Communications Conference
May 20, 2026 / 12:00PM GMT
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Presentation
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All right. Good morning, everyone, and welcome to the third day of JP Morgan's 54th Annual Technology, Media and Communications Conference. My name is Harlan Sir. I'm the semiconductor and semiconductor capital equipment analyst for the firm. Very pleased to have Tim Dean, Senior Vice President at Applied Materials. Tim heads up Applied's Global Services Business, what we call AGS. Represents about 20% of Applied's overall revenues, drives a stable but very high-growth services franchise, which is a key part of the systems-level solutions they developed and deployed to the world's leading semiconductor manufacturers. Tim has been with Applied for over 30 years, in charge of AGS for the
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