Kla Corporation · NASDAQ:KLAC
Kla — Investor Day (March 2026)
7 slides from Kla's investor day presentation, Mar 12, 2026
Slide 1: Welcome to Investor Day
Welcome to Investor Day March 12, 2026
Slide 2: Welcome and Agenda Overview
Welcome and Agenda Overview Bren Higgins, EVP, CFO and Global Operations March 12, 2026
Slide 3: Today’s Agenda – March 12, 2026
Today’s Agenda – March 12, 2026 9:00 AM Welcome & Agenda Overview Bren Higgins| EVP, CFO and Global Operations 9:05 AM Compounding Sustainable Outperformance Rick Wallace | President and CEO 9:40 AM Process Control for the AI Era Ahmad Khan | President, Semiconductor Products and Customers 10:30 AM
Slide 4: Forward Looking Statements
Forward Looking Statements Statements in this presentation other than historical facts, such as statements pertaining to: (i) our financial guidance for the quarter ending March 31, 2026; (ii) the future size of the wafer equipment industry, including advanced packaging; (iii) the industry growth ra
Slide 5: Guidance for Q3 FY2026 – March 2026 Quarter
Guidance for Q3 FY2026 – March 2026 Quarter March 2026 Quarter Guidance Macro Assumptions Revenue $3.35B +/- $150M Semi PC Revenue By End Market ▪ Foundry/Logic: ~60% Non-GAAP ▪ Memory: ~40% → DRAM ~85% | NAND ~15% 61.75% +/- 1% Gross Margin* Model Assumptions GAAP Diluted $8.85 +/- $0.78 ▪ Non-GAAP
Slide 6: March 12, 2026 Business Update
March 12, 2026 Business Update Industry ▪ CY26 business environment continues to strengthen across all segments; Foundry / Logic, Memory and Advanced Packaging ▪ Wafer Equipment, incl. Advanced Packaging, now expected to be in the range of $135-140B (up ~11 to 15% from CY25) ▪ CY27 visibility improv
Slide 7: March 12, 2026 Business Update
March 12, 2026 Business Update Industry ▪ CY26 business environment continues to strengthen across all segments; Foundry / Logic, Memory and Advanced Packaging ▪ Wafer Equipment, incl. Advanced Packaging, now expected to be in the range of $135-140B (up ~11 to 15% from CY25) ▪ CY27 visibility improv