惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

腾讯CDC
aimingoo的专栏
aimingoo的专栏
S
SegmentFault 最新的问题
A
About on SuperTechFans
Engineering at Meta
Engineering at Meta
宝玉的分享
宝玉的分享
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
博客园 - 叶小钗
WordPress大学
WordPress大学
N
Netflix TechBlog - Medium
MyScale Blog
MyScale Blog
Stack Overflow Blog
Stack Overflow Blog
Microsoft Azure Blog
Microsoft Azure Blog
博客园 - 聂微东
M
MIT News - Artificial intelligence
F
Fortinet All Blogs
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
Blog — PlanetScale
Blog — PlanetScale
T
Tailwind CSS Blog
Recent Announcements
Recent Announcements
Jina AI
Jina AI
大猫的无限游戏
大猫的无限游戏
Apple Machine Learning Research
Apple Machine Learning Research
J
Java Code Geeks

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Applied Materials, Inc. (AMAT) Q2 2026 Earnings Call Tran...
2026-05-15 · via All Articles on Seeking Alpha

Q2: 2026-05-14 Earnings Summary

EPS of $2.86 beats by $0.18

 | 

Revenue of

$7.91B

(11.41% Y/Y)

beats by $219.16M

Applied Materials, Inc. (AMAT) Q2 2026 Earnings Call May 14, 2026 4:30 PM EDT

Company Participants

Michael Sullivan - Corporate Vice President of Investor Relations
Gary Dickerson - President, CEO & Executive Director
Brice Hill - Senior VP, CFO & leads Global Information Services

Conference Call Participants

Christopher Muse - Cantor Fitzgerald & Co., Research Division
Stacy Rasgon - Bernstein Institutional Services LLC, Research Division
Vivek Arya - BofA Securities, Research Division
Timothy Arcuri - UBS Investment Bank, Research Division
Harlan Sur - JPMorgan Chase & Co, Research Division
Atif Malik - Citigroup Inc., Research Division
Sreekrishnan Sankarnarayanan - TD Cowen, Research Division
Shane Brett - Morgan Stanley, Research Division
Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division
James Schneider - Goldman Sachs Group, Inc., Research Division
Melissa Weathers - Deutsche Bank AG, Research Division

Presentation

Operator

Welcome to the Applied Materials Second Quarter Fiscal 2026 Earnings Call. [Operator Instructions] I would now like to turn the call over to Mike Sullivan, Corporate Vice President of Investor Relations. Please go ahead.

Michael Sullivan
Corporate Vice President of Investor Relations

Good afternoon, everyone, and thank you for joining today's call. With 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 includes forward-looking statements which are subject to risks and uncertainties that could cause our actual results to differ. Information concerning these risks and uncertainties is discussed in our most recent Form 10-Q and other filings with the SEC.

Today's call also includes non-GAAP financial measures. Reconciliations to GAAP measures can be found in today's earnings press release and in our quarterly earnings materials, which are available on our website at ir.appliedmaterials.com. In addition, any comments regarding calendar 2026 refer to Q2 of this fiscal year through Q1 of fiscal 2027, which will be a 14-week quarter.