Kla — Investor Day (June 2022)

5 slides from Kla's investor day presentation, Jun 16, 2022

Slide 1: 2022 KLA Investor Day
2022 KLA Investor Day New York City • June 16, 2022 1
Slide 2: Welcome and Opening Remarks
Welcome and Opening Remarks Kevin Kessel VP, Investor Relations and Market Analytics
Slide 3: Today's Agenda – June 16, 2022
Today’s Agenda – June 16, 2022 8:30 am Welcome and Agenda Overview 10:05 am Growing a Durable Revenue Stream Through Kevin Kessel Best-in-Class Services Business VP, Investor Relations and Market Analytics Brian Lorig EVP, Services 8:35 am Sustainable Outperformance 10:30 am 10 Min Break Rick Wallac
Slide 4: Disclaimer
Disclaimer Statements in this presentation other than historical facts, including but not limited to: (i) future trend of digitization, semiconductor and EPC industry growth and evolution; (ii) geographic breakdowns of future global semiconductor production; (iii) our results of operations and finan
Slide 5: Reaffirming June Quarter 2022 Guidance (Originally published April 28, 2022)
Reaffirming June Quarter 2022 Guidance (Originally published April 28, 2022) June 2022 Quarter Macro Assumptions  Semi PC Revenue By End Revenue $2,300M to $2,550M Market  Foundry/Logic: 56% Non-GAAP  Memory: 44% 61.50% to 63.50% Gross Margin* Model Assumptions  Non-GAAP Operating GAAP Diluted E