Applied Materials, Inc. (NASDAQ:AMAT) Q4 2023 Earnings Conference Call November 16, 2023 4:30 PM ET
Company Participants
Michael Sullivan - Corporate Vice President
Gary Dickerson - President & CEO
Brice Hill - SVP & CFO
Conference Call Participants
Stacy Rasgon - Bernstein
Vivek Arya - Bank of America
Chris Caso - Wolfe Research
Toshiya Hari - Goldman Sachs
Steven Chin - TD Cowen
Harlan Sur - JPMorgan
Srini Pajjuri - Raymond James
Timothy Arcuri - UBS Securities
Joe Quatrochi - Wells Fargo
Joseph Moore - Morgan Stanley
Sidney Ho - Deutsche Bank
Brian Chin - Stifel
Charles Shi - Needham & Company
Stacy Rasgon - Bernstein Research
Jed Dorsheimer - William Blair
Operator
Welcome to the Applied Materials' Earnings Conference Call. During the presentation, all participants will be in a listen-only mode. Afterwards, you will be invited to participate in a question-and-answer session.
I would now like to turn the conference over to Michael Sullivan, Corporate Vice President. Please go ahead, sir.
Michael Sullivan
Good afternoon, everyone, and thank you for joining Applied's fourth quarter of fiscal 2023 earnings call. Joining me are Gary Dickerson, our President and CEO; and Brice Hill, our Chief Financial Officer.
Before we begin, I'd like to remind you that today's call contains forward-looking statements which are subject to risks and uncertainties that could cause our actual results to differ. Information concerning the risks and uncertainties is contained in Applied's most recent Form 10-Q filing with the SEC.
Today's call also includes non-GAAP financial measures. Reconciliations to GAAP measures are found in today's earnings press release and in our quarterly earnings materials, which are available on our website at ir.appliedmaterials.com.
Before we begin, I have a calendar announcement. On Tuesday evening, December 12, Applied will lead a panel on the future of logic near the IEDM Conference in San Francisco. Joining us will be leading technology executives from Intel, Samsung, and TSMC, along with Google, Qualcomm, Synopsys, and the EV Group. There won't be a webcast. So we hope you'll join us in San Francisco.
And with that introduction, I'd like to turn the call over to Gary Dickerson.
Gary Dickerson
Thank you, Mike. Before we begin, I'd like to speak briefly about Israel. As many of you know, Applied Materials has had a significant presence in Israel for nearly 30 years. We were shocked by the terrorist attacks of October 7 and the outbreak of war with its miserable suffering and loss. Our team in Israel is proving their resilience at this dangerous time and Applied Materials is committed to do our part to help our families stay safe until more peaceful conditions return.