应用材料Applied Materials（AMAT）2026财年第一季度业绩电话会纪要「NASDAQ」（英文版）（6页）.pdf

1、Q1 Fiscal 2026 Earnings Call PREPARED REMARKS|FEBRUARY 12,2026 PAGE|1 APPLIED MATERIALS EXTERNAL MIKE SULLIVAN|Corporate Vice President,Investor Relations Good afternoon everyone and thank you for joining todays call.With me are Gary Dickerson,our President and CEO,and Brice Hill,our Chief Financial

2、 Officer.Before we begin,Id like to remind you that todays 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-K and other fili

3、ngs with the SEC.Todays call also includes non-GAAP financial measures.Reconciliations to GAAP measures can be found in todays earnings press release and in our quarterly earnings materials,which are available on our website at .Before we begin,I have several calendar announcements.On Tuesday mornin

4、g,February 24th,Applied will host new product briefings at the SPIE Lithography and Patterning conference in San Jose,and you are welcome to join us in person.We are also very pleased to announce the first event in our 2026 Master Class series.We plan to cover transistors and wiring on Wednesday,Apr

5、il 8th at 9:00 a.m.,Pacific Time,and will host a live Webcast.Finally,we are excited to announce two special events during SEMICON West.On Monday afternoon,October 12th,we plan to host an investor open house event at the new EPIC Center in Silicon Valley,California.We hope youll join us there.And on

6、 Tuesday morning,October 13th,we plan to host an investor breakfast in San Francisco.We hope to see you in person or on the webcast.And with that introduction,Id now like to turn the call over to Gary Dickerson.GARY DICKERSON|President and Chief Executive Officer Thank you,Mike.In our first fiscal q