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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.