Applied Materials Inc Investor Meeting Transcript
Hello, and welcome, everyone, to the Applied Materials 2021 Investor Meeting. I'm Mike Sullivan, Head of Investor Relations. I'm going to describe today's agenda and explain how you can join us in the Q&A session later.
Today's event will conclude by 2:00 p.m. Eastern time, including the Q&A session. The first section of our meeting will be hosted by Gary Dickerson, our President and CEO. He'll talk about our markets, present our strategy and take you deeper into our semiconductor technology. He'll invite several of our general managers and customers to join them along the way.
The second section of our meeting will be hosted by Dan Durn, our Senior Vice President and CFO. He will talk about our business model and invite Ali Salehpour to discuss our opportunities in service and display also with the insights of our customers. Then Dan will share his perspective on the semiconductor industry outlook and deliver our new financial model.
After Gary summarizes the presentations, I'll join Gary and Dan to moderate the Q
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