Applied Materials, Inc. (AMAT) Q1 2026 Earnings Call February 12, 2026 4:30 PM EST
Company Participants
Michael Sullivan – Corporate Vice President of Investor Relations
Gary Dickerson – President, CEO & Executive Director
Brice Hill – Senior VP, CFO & leads Global Information Services
Conference Call Participants
Christopher Muse – Cantor Fitzgerald & Co., Research Division
Sreekrishnan Sankarnarayanan – TD Cowen, Research Division
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
Mark Lipacis – Evercore ISI Institutional Equities, Research Division
Timothy Arcuri – UBS Investment Bank, Research Division
Vivek Arya – BofA Securities, Research Division
Harlan Sur – JPMorgan Chase & Co, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Melissa Weathers – Deutsche Bank AG, Research Division
Blayne Curtis – Jefferies LLC, Research Division
Atif Malik – Citigroup Inc., Research Division
Presentation
Operator
Welcome to the Applied Materials’ First Quarter of Fiscal 2026 Earnings Call. [Operator Instructions]
I would now like to turn the call over to Mike Sullivan, Corporate Vice President of Investor Relations. Please go ahead.
Michael Sullivan
Corporate Vice President of Investor Relations
Good afternoon, everyone, and thank you for joining today’s call. With 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 includes forward-looking statements, which are subject to risks and uncertainties that could cause our actual results to differ. Information concerning these risks and uncertainties is discussed in our most recent Form 10-K and other filings with the SEC.
Today’s call also includes non-GAAP financial measures. Reconciliations to GAAP measures can be 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 several calendar announcements. On Tuesday morning, February 24, Applied will host new product briefings at the SPIE Lithography and Patterning










