应用材料Applied Materials（AMAT）2026财年第一季度业绩报告「NASDAQ」（英文版）（37页）.pdf

1、Applied Materials ExternalFirst Quarter Fiscal 2026Earnings PresentationFEBRUARY 12,2026|Applied Materials ExternalForward-Looking StatementsThis presentation contains forward-looking statements,including those regarding anticipated growth and trends in our businesses and markets,industry outlooks a

2、nd demand drivers,technology transitions,our business and financial performance and market share positions,our capital allocation and cash deployment strategies,our investment and growth strategies,our development of new products and technologies,legal matters,claims and proceedings,our business out

3、look for the second quarter of fiscal 2026 and beyond,and other statements that are not historical facts.These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance.Factors that could cause actual results to differ materially

4、from those expressed or implied by such statements include,without limitation:the level of demand for our products;global economic,political and industry conditions,including changes in interest rates and prices for goods and services;the implementation of additional export regulations and license r

5、equirements and their interpretation,and their impact on our ability to export products and provide services to customers and on our results of operations;global trade issues and changes in trade and export license policies and our ability to obtain licenses or authorizations on a timely basis,if at

6、 all;imposition of new or increases in tariffs and any retaliatory measures,including their impact on demand for our products and services;our ability to effectively mitigate the impact of tariffs;the effects of geopolitical turmoil or conflicts;demand for semiconductor chips and electronic devices;