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Applied Materials, Inc. (NASDAQ:AMAT ) Q2 2025 Earnings Conference Call May 15, 2025 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President and Chief Executive Officer Brice Hill - Senior Vice President and Chief Financial Officer Conference Call Participants Stacy Rasgon - Bernstein Research Vivek Arya - Bank of America CJ Muse - Cantor Fitzgerald Melissa Weathers - Deutsche Bank Harlan Sur - JPMorgan Timothy Arcuri - UBS Securities Krish Sankar - TD Cowen Mehdi Hosseini - Susquehanna Srini Pajjuri - Raymond James Timm Schulze-Melander - Redburn Atlantic Charles Shi - Needham & Company Brian Chin - Stifel Chris Caso - Wolfe Research Operator Welcome to the Applied Materials Second Quarter Fiscal 2025 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode.