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

Mar 25, 2024

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Mar 04, 2024 / 04:00PM GMT
Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

Great. Good morning, everybody. Usually, when I have done the first session, they gave me a script of things I was supposed to say, and I don't have that script. So welcome to the Morgan Stanley TMT Conference, and I'm sure we'll have something smarter to say there.

Just quickly on the research disclosure side. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/research disclosures. If you have any questions, please reach out to your Morgan Stanley sales rep. So with that out of the way, I'm very happy to have kicking us off, Brice Hill, the CFO of Applied Materials.

Questions and Answers:

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

So you've had a great year. Maybe you could talk just a little bit about the outperformance that you guys have seen. The strategy that led to that, and then we'll get

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