Applied Materials Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 08, 2023 / 04:00PM GMT
Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

All right. We'll get started. I'm Joe Moore from the Morgan Stanley semiconductor team. Very happy to have with us here today, Brice Hill, the CFO of Applied Materials.

I'm going to read a quick safe harbor, and then I'll go straight into it. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales rep. I know you've heard me say that 25 times now but I apologize.

Anyway, Brice, thank you for joining us. I think you just told me that you just passed your 1-year anniversary as CFO of Applied.

Questions and Answers:

Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

So maybe just kind of talk big picture about what your experience has been like, what your thoughts on the role and then we'll go into the business.

Brice A. Hill - Applied Materials, Inc. - Senior VP,
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