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1、Q4 Fiscal 2025 Earnings Call PREPARED REMARKS|NOVEMBER 13,2025 PAGE|1 APPLIED MATERIALS EXTERNAL MIKE SULLIVAN|Corporate Vice President,Investor Relations Good afternoon everyone and thank you for joining todays call.With me are Gary Dickerson,our president and CEO and Brice Hill,our chief financial

2、 officer.Before we begin,Id like to remind you that todays 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-Q and other fili

3、ngs with the SEC.Todays call also includes non-GAAP financial measures.Reconciliations to GAAP measures can be found in todays earnings press release and in our quarterly earnings materials,which are available on our Investor Relations website at .And with that introduction,Id now like to turn the c

4、all over to Gary Dickerson.GARY DICKERSON|President and Chief Executive Officer Welcome back,Mike.Applied Materials delivered fiscal fourth quarter results above the midpoint of our guidance to complete another record year.2025 was our sixth consecutive year of growth,and over this period we have gr

5、own revenue and earnings at annualized rates of approximately 12%and 20%.These results are made possible by our passionate and dedicated employees around the world.Over the past 12 months,we have built new capabilities,strengthened our product portfolio,and streamlined our organization to prepare fo

6、r the opportunities ahead.Applied is in a tremendous position to benefit as AI computing fuels secular growth in semiconductors and wafer fab equipment.As this is our year-end call,Ill begin with a brief review of our performance in 2025,then Ill provide our latest market outlook,and finally,Ill des