Applied Materials Inc. (AMAT)
Applied Materials, Inc. (AMAT) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Applied Materials, Inc. (NASDAQ:AMAT ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 10:00 AM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Research Stacy Rasgon My guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I want to mention if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you can submit those.
Why Applied Materials (AMAT) is a Top Growth Stock for the Long-Term
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Unlocking Applied Materials (AMAT) International Revenues: Trends, Surprises, and Prospects
Explore how Applied Materials' (AMAT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Applied Materials Q2 Earnings: Solid Print, But Missing Clear Catalysts
Applied Materials delivered an in-line quarter, but lacked the upside surprises seen in peers like KLAC and LRCX. DRAM revenue declined YoY despite HBM demand expectations, raising concerns about the durability of that growth driver. China revenue dropped to 25%, helping de-risk exposure but still posing a major geopolitical risk.
Applied Materials Q2 Earnings Beat Estimates, Revenues Rise Y/Y
AMAT's Q2 fiscal 2025 results reflect strength in semiconductor systems, AGS, display and adjacent markets, offset by the decline in corporate and other revenues.
Applied Materials beats profit estimates on strong chip demand
Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) topped Wall Street expectations for quarterly profit as strong demand for advanced semiconductors helped offset weakness in memory chips and trade-related headwinds in China. Adjusted earnings per share rose 14% to $2.39 in the fiscal second quarter ended April 28, surpassing analysts' average estimate of $2.31, according to LSEG data.
Markets Mostly Up on Mid-East Wheeling, Dealing
With President Trump continuing his tour through the Middle East, we're seeing a plethora of deals being made there with American corporations.
Applied Materials, Inc. (AMAT) Q2 2025 Earnings Call Transcript
Applied Materials, Inc. (NASDAQ:AMAT ) Q2 2025 Earnings Conference Call May 15, 2025 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President and Chief Executive Officer Brice Hill - Senior Vice President and Chief Financial Officer Conference Call Participants Stacy Rasgon - Bernstein Research Vivek Arya - Bank of America CJ Muse - Cantor Fitzgerald Melissa Weathers - Deutsche Bank Harlan Sur - JPMorgan Timothy Arcuri - UBS Securities Krish Sankar - TD Cowen Mehdi Hosseini - Susquehanna Srini Pajjuri - Raymond James Timm Schulze-Melander - Redburn Atlantic Charles Shi - Needham & Company Brian Chin - Stifel Chris Caso - Wolfe Research Operator Welcome to the Applied Materials Second Quarter Fiscal 2025 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode.
Applied Materials (AMAT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Applied Materials (AMAT) Surpasses Q2 Earnings Estimates
Applied Materials (AMAT) came out with quarterly earnings of $2.39 per share, beating the Zacks Consensus Estimate of $2.31 per share. This compares to earnings of $2.09 per share a year ago.
Applied Materials Stock Slides as China Sales Shrink
Applied Materials (AMAT) reported fiscal second-quarter revenue that missed analysts' expectations as sales in China declined.
