Applied Materials Inc at Wells Fargo TMT Summit Transcript

Jan 22, 2024

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Nov 28, 2023 / 06:15PM GMT
Joseph Michael Quatrochi - Wells Fargo Securities, LLC, Research Division - Senior Equity Analyst

First I'll go ahead and get started here. I'm Joe Quatrochi, the semi-cap equipment analyst for Wells Fargo. Excited to have Brice Hill, CFO of Applied Materials here to join us.

Brice A. Hill - Applied Materials, Inc. - SVP, CFO & leads Global Information Services

Good morning, Joe. We love -- everybody loves this facility and the granola bars.

Joseph Michael Quatrochi - Wells Fargo Securities, LLC, Research Division - Senior Equity Analyst

I'll pass my compliments to the chef.

Questions and Answers:

Joseph Michael Quatrochi - Wells Fargo Securities, LLC, Research Division - Senior Equity Analyst

Maybe to start kind of high level a little bit, I guess when we look at the Applied Materials story and you look at your positioning in the market, what do you think investors maybe misunderstand or underappreciate about the Applied Materials story as you look out in the

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