Applied Materials Inc at Wells Fargo TMT Summit Transcript

Nov 30, 2022 / 05:20PM GMT
Joseph Michael Quatrochi - Wells Fargo Securities, LLC, Research Division - Senior Equity Analyst

Great. So we'll go ahead and start. I'm Joe Quatrochi, the semi-cap equipment analyst here at Wells Fargo. Excited to have Brice Hill, CFO of Applied Materials with us for this fireside chat. Brice, thanks for joining us.

Brice A. Hill - Applied Materials, Inc. - Senior VP, CFO & Leads the Enterprise Enablement Group

Awesome. Thanks for inviting me, and glad to be here.

Questions and Answers:

Joseph Michael Quatrochi - Wells Fargo Securities, LLC, Research Division - Senior Equity Analyst

Great. So maybe to start, since you just recently joined the company, I'm kind of curious, I always like to get kind of your thoughts in terms of what do you think kind of coming to the company recently investors are maybe missing or underappreciating from the Applied Materials story? And then as you look out over the next maybe 3 to 5 years, what do you think are maybe the biggest opportunities for Applied that maybe people
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