Applied Materials, Inc. (AMAT) Q4 2022 Earnings Call Transcript

Nov. 17, 2022 7:38 PM ETApplied Materials, Inc. (AMAT)
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Applied Materials, Inc. (NASDAQ:AMAT) Q4 2022 Earnings Conference Call November 17, 2022 4:30 PM ET

Company Participants

Michael Sullivan - Corporate Vice President

Gary Dickerson - President and CEO

Brice Hill - Chief Financial Officer

Conference Call Participants

C.J. Muse - Evercore ISI

Stacy Rasgon - Sanford C. Bernstein

Vivek Arya - Bank of America

Krish Sankar - Cowen and Company

Mark Lipacis - Jefferies

Atif Malik - Citi

Toshiya Hari - Goldman Sachs

Harlan Sur - JPMorgan

Joe Quatrochi - Wells Fargo

Timothy Arcuri - UBS

Joseph Moore - Morgan Stanley

Sidney Ho - Deutsche Bank

Quinn Bolton - Needham & Company

Pierre Ferragu - New Street Research

David O'Connor - Exxon BNP


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’d now turn the conference over to Michael Sullivan, Corporate Vice President. Please go ahead, sir.

Michael Sullivan

Good afternoon, everyone, and thank you for joining Applied's Fourth Quarter of Fiscal 2022 Earnings Call. Joining me are Gary Dickerson, our President and CEO; and Brice Hill, our Chief Financial Officer.

Before we begin, I'd like to remind you that today's call contains forward-looking statements, which are subject to risks and uncertainties that could cause our actual results to differ. Information concerning the risks and uncertainties is contained in Applied's most recent Form 10-Q and 8-K filings with the SEC.

Today's call also includes non-GAAP financial measures. Reconciliations to GAAP measures are found in today's earnings press release and in our quarterly earnings materials, which are available on the IR page of our website at

Before we begin, I have a calendar announcement. Applied plans to hold an eBeam technology and new product webcast on Wednesday, December 14

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