Veeco Instruments Inc. · NASDAQ:VECO
Veeco Instruments — Corporate Update (October 2005)
5 slides from Veeco Instruments's corporate update, Oct 27, 2005
Slide 1: Veeco's 2005 Financial Model
Veec Solutions for a nanoscale world. Revenue (by Business Segment) > Gross Margin Profitability
Slide 2: The 2005 Revenue Model by Business Segment
THE 2005 REVENUE MODEL by Business Segment PROJECTED REVENUE/PRODUCT MIX CHANGE FOR 2005 (updated 102405) CURRENT 2005 FORECAST 2004 2005 CHANGE | 2005 RANGE DRIVEN BY (1oreains) fon Beam and ‘Strong Consumer Mechanical Equipment $134M_— | 415% TO+18% | $154MTO$168M | Electronics Data | $160M +19% (
Slide 3: The Gross Margin Model 2005
THE GROSS MARGIN MODEL 2005 IMPROVED GROSS MARGINS IN EACH BUSINESS SEGMENT 05 QUARTERLY CU | soos Vea ‘04YEAR | INCREASE | ‘OSYEAR | | Forecast | Forecast lon Beam and Mechanical Equipment | 34% 36% —+ 44% | 42% 44% 42% (BENBDISIider) Epitaxial Equipment es qeccvonesy 23% 25% —+33% | 30% 24% 20% Me
Slide 4: The 2005 Income Model
“THE 2005 INCOME MODEL” IMPROVE GROSS MARGINS 2% PER QUARTER ai a2 a a4 2005 YR 2004 YR sales 100% 100% 100% 10% | 100% | 100% Gross Margin 40% «meas | tte | a Operating Qperating am 3m 9% «30% | 3mm | oem $25M-$27M | $13.9M eaiTa Be % aay, | on™ | Sse biudad ied fais Forecast | Forecast Actual an a
Slide 5: Searchable text section of graphics shown above
Searchable text section of graphics shown above [LO GO] Solutions for a nanoscale world. [GRAPHIC] VEECO’S 2005 FINANCIAL MODEL Updated 10/24/05 • Revenue (by Business Segment) • Gross Margin • Profitability TH E 2005 REVENUE MODEL by Business Segment PROJECTED REVENUE/PRODUCT MIX CHANGE FOR 2005 (u