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1、Q3 Fiscal 2025 Earnings Call PREPARED REMARKS|AUGUST 14,2025 PAGE|1 APPLIED MATERIALS EXTERNAL LIZ MORALI|Vice President,Investor Relations Good afternoon and thank you for joining us for todays call.With me today are Gary Dickerson,President and CEO;and Brice Hill,CFO.Before we continue,let me remi

2、nd you that todays discussion contains forward-looking statements within the meaning of the federal securities laws,including predictions,estimates,projections,or other statements about future events.Actual results may differ materially from those mentioned in these forward-looking statements as a r

3、esult of risks and uncertainties.Information concerning these risks and uncertainties is discussed in our most recent Form 10-K,10-Q and 8-K filings with the SEC.We do not intend to update any forward-looking statements.During todays call we will also reference non-GAAP financial measures.Reconcilia

4、tions of GAAP to non-GAAP results can be found in todays earnings press release and in our quarterly earnings materials,which are available on our Investor Relations website at .I will now turn the call over to Gary.GARY DICKERSON|President and Chief Executive Officer Thanks,Liz.In our third fiscal

5、quarter of 2025,Applied Materials delivered record performance fueled by strong,broad-based demand for semiconductor systems and services.Howeveras you will see in our guidancewe expect revenue and earnings to be sequentially lower in our fourth quarter primarily due to uncertainties in our China bu

6、siness.Even with this Q4 forecast,we remain on track to achieve a mid-single-digit growth rate in fiscal 2025,which will be our sixth consecutive year of revenue growth.In my prepared remarks today,Ill give some additional color on our near-term outlook,provide an update on the longer-term secular i