Applied Materials, Inc. (NASDAQ:AMAT) Q2 2024 Earnings Conference Call May 16, 2024 4:30 PM ET
Company Participants
Michael Sullivan - Corporate Vice President
Gary Dickerson - President & Chief Executive Officer
Brice Hill - Chief Financial Officer
Conference Call Participants
CJ Muse - Cantor Fitzgerald
Stacy Rasgon - Bernstein Research
Mark Lipacis - Evercore ISI
Vivek Arya - Bank of America Securities
Chris Caso - Wolfe Research
Srini Pajjuri - Raymond James
Atif Malik - Citi
Toshiya Hari - Goldman Sachs
Krish Sankar - TD Cowen
Timothy Arcuri - UBS Securities
Joe Quatrochi - Wells Fargo
Harlan Sur - JPMorgan
Mehdi Hosseini - Susquehanna
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 second quarter of fiscal 2024 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 morning, July 9th, from 7:30 to 9 a.m., Applied will host a technology breakfast event at Semicon West in San Francisco. Joining us will be Dr. Prabu Raja, President of Applied's Semiconductor Products Group, along with Mark Fuselier, who is Senior Vice President of Technology and Product Engineering at AMD. After Mark shares AMD's AI computing technology vision, Applied's experts will share our advanced materials engineering roadmap for making future AI chips. We'll outline device architecture inflections in logic, including transistors, frontside wiring and backside power, along with DRAM, high-bandwidth memory, and other forms of advanced packaging. We hope you'll join us.
And with that introduction, I'd like to turn the call over to Gary Dickerson.
Gary Dickerson
Thank you, Mike.
With second quarter revenue and earnings towards the high-end of our guided range, Applied Materials continues to deliver strong performance in 2024, and we are in a great position to benefit from secular growth trends over the longer-term.