1、Applied Materials ExternalFourth Quarter Fiscal 2025Earnings PresentationNOVEMBER 13,2025|Applied Materials ExternalForward-Looking StatementsThis presentation contains forward-looking statements,including those regarding anticipated growth and trends in our businesses and markets,industry outlooks

2、and demand drivers,technology transitions,our business and financial performance and market share positions,our capital allocation and cash deployment strategies,our investment and growth strategies,our development of new products and technologies,our business outlook for the first quarter of fiscal

3、 2026 and beyond,the anticipated impact of escalated trade tensions and increased tariffs and trade restrictions,and other statements that are not historical facts.These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance.Fa

4、ctors that could cause actual results to differ materially from those expressed or implied by such statements include,without limitation:the level of demand for our products;global economic,political and industry conditions,including changes in interest rates and prices for goods and services;the im

5、plementation of additional export regulations and license requirements and their interpretation,and their impact on our ability to export products and provide services to customers and on our results of operations;global trade issues and changes in trade and export license policies and our ability t

6、o obtain licenses or authorizations on a timely basis,if at all;imposition of new or increases in tariffs and any retaliatory measures,including their impact on demand for our products and services;our ability to effectively mitigate the impact of tariffs;the effects of geopolitical turmoil or confl