Applied Materials, Inc. (AMAT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.76K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Applied Materials, Inc. (AMAT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 6:20 PM EST Company Participants Prabu Raja - President of Semiconductor Products Group Conference Call Participants Shane Brett - Morgan Stanley, Research Division Presentation Shane BrettMorgan Stanley, Research Division All right. I think we'll get started. Hi, I am Shane Brett, U.S. semiconductor equipment analyst. With us today is Dr. Prabu Raja, President of the Applied Materials Semiconductor Products Group. To get started, Dr. Raja, can you start by giving the audience just an instruction and sense of what you do in your role at Applied Materials? Prabu RajaPresident of Semiconductor Products Group Thanks, Shane. Yes, about me, Prabu Raja. I joined Applied 30 years back as an engineer. This is my first job, and I led some of the valuable businesses in Applied Materials like a PVD business and [indiscernible] and integrated products. I spent lots and lots of time with the customers. Sometimes I think I spend more time in the flights than at home. And recently I had been to multiple customers throughout Asia and also the governments -- right now, governments want to be talking about semiconductor. So the good news is I have a lot of valuable feedback from the customers on the demand, where they are, the challenges. And the bad news is I sleep about 3 hours these days. So if I mess up, just assume it's a jet lag, not me, yes. Shane BrettMorgan Stanley, Research Division But the air miles are pretty good. Prabu RajaPresident of Semiconductor Products Group Yes. Right. Thanks. Question-and-Answer Session Shane BrettMorgan Stanley, Research Division I guess just to get started then as President of the semi products group, just what are your key priorities, say, just where is your focus is