Applied Materials' (AMAT) CEO Gary Dickerson on Q2 2018 Results - Earnings Call Transcript

May 17, 2018 9:34 PM ETApplied Materials, Inc. (AMAT)17 Comments
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Applied Materials, Inc. (NASDAQ:AMAT) Q2 2018 Results Earnings Conference Call May 17, 2018 4:30 PM ET


Michael Sullivan - Head, IR

Gary Dickerson - President and CEO

Dan Durn - CFO


C.J. Muse - Evercore ISI

Atif Malik - Citigroup

Pierre Ferragu - Newstreet Research

Harlan Sur - JP Morgan

Romit Shah - Nomura Instinet

Timothy Arcuri - UBS

Farhan Ahmad - Credit Suisse

Toshiya Hari - Goldman Sachs

Vivek Arya - Bank of America Merrill Lynch

Krish Sankar - Cowen and Company

Patrick Ho - Stifel

Edwin Mok - Needham & Company

Sidney Ho - Deutsche Bank

David Wong - Wells Fargo

Mehdi Hosseini - Susquehanna

Joe Moore - Morgan Stanley

Craig Ellis - B. Riley FBR


Welcome to the Applied Materials Earnings Conference Call. During the presentation, all participants will be in a listen-only mode. Afterwards, you will be invited to participate in a question-and-answer session.

I would now like to turn the conference over to Michael Sullivan. Please go ahead, sir.

Michael Sullivan

Good afternoon, and thank you for joining us. I’m Mike Sullivan, Head of Investor Relations at Applied Materials. We appreciate you joining us for our second quarter of fiscal 2018 earnings call, which is being recorded. Joining me are Gary Dickerson, our President and CEO; and Dan Durn, our Chief Financial Officer.

Before we begin, let me remind you that today’s call contains forward-looking statements, including Applied’s current view of its industries, performance, products, share positions, and business outlook. These statements are subject to risks and uncertainties that could cause actual results to differ materially and are not guarantees of future performance. Information concerning these risks and uncertainties is contained in Applied’s most recent Form 10-Q and 8-K filings with the SEC. All forward-looking statements are based on management’s estimates, projections and assumptions as of May 17, 2018, and Applied assumes no obligation

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