Applied Materials Inc (WBO:AMAT)
€ 174.24 6.64 (3.96%) Market Cap: 143.30 Bil Enterprise Value: 140.25 Bil PE Ratio: 21.29 PB Ratio: 7.95 GF Score: 97/100

Applied Materials Inc at Deutsche Bank Technology Conference (Virtual) Transcript

Sep 10, 2021 / 04:45PM GMT
Release Date Price: €116.74 (+2.82%)
Shek Ming Ho
Deutsche Bank AG, Research Division - Director & Senior Analyst

Good morning, everyone, and I guess good afternoon, everyone in the East Coast. I'm Sidney Ho. I cover semiconductor, semi-cap equipment and IT hardware here at Deutsche Bank. The next company we have is Applied Materials. Applied is a leading global provider of semiconductor capital equipment with strong exposure in both memory and foundry/logic. Applied has also has presence in display market, which is a little bit less than 10% of revenue today.

But today, we're joined by Applied's CFO, Dan Durn. Welcome, Dan. Great to have you here.

Daniel J. Durn
Applied Materials, Inc. - Senior VP & CFO

Thanks.

Shek Ming Ho
Deutsche Bank AG, Research Division - Director & Senior Analyst

So before we start, for those investors who are listening to the webcast through our portal, if you want to ask a question, there is a box on your screen where you can find -- you can type in your question. And I will try to ask those questions

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