Onto Innovation Inc. · NYSE:ONTO
Onto Innovation — Q1 2026 Earnings Presentation
9 slides from Onto Innovation's earnings presentation, May 5, 2026
Slide 1: Momentum Building in 2026
Momentum Building in 2026 Fireside Chat JANUARY 2026 Michael Plisinski | CEO
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking statements within the meaning of the Private Securities LItigation Reform Act of 1995. Statements including words or phrases such as "believe," "expect," "anticipate," "intend," "estimate," "plan," "will," "may," "look forward," "intend," “guida
Slide 3: Strong Alignment to AI Builds Confidence in 2026 Growth
Strong Alignment to AI Builds Confidence in 2026 Growth 2025 REVENUE1 2026 REVENUE OUTLOOK IMPROVING SDI Non-AI Revenue >10% 39% AI Revenue 61% (Semilab (SDI) is additional) 2H 1H 2H 2025 2026 2026 Increasing from ~16% in 2023 AI Investment Growth Improving Our Outlook for 1H 2026, Stronger 2H Expec
Slide 4: ~$1 Billion in Expanding Opportunities in AI Market Segments
~$1 Billion in Expanding Opportunities in AI Market Segments MARKET GROWTH (25-28 CAGR) ONTO’S POSITION + NEW OPPORTUNITIES 25 NEW Leader in OCD %1 TRANSISTOR Growing Common Films Critical Films TECH Growing Integrated Metrology 20 ADVANCED %2 Leader in 2D Inspection 3Di Metrology PACKAGING (2.5D +
Slide 5: Charge Metrology Extends our Value in Multiple Markets
Charge Metrology Extends our Value in Multiple Markets We print, measure, and Charge build up can lead to inspect critical die sudden discharge and yield loss Chiplet interconnects Architectures Epitaxial is the most critical yield Determine which defects will step for power semi devices electricall
Slide 6: What Makes the Dragonfly Special?
What Makes the Dragonfly Special? 30,000 individual complex eye/lenses, seeing visible, UV, and IN NATURE…. polarized light at multiple zones IN SEMICONDUCTORS New Many “Eyes” Reveal New Sources applications of Yield Loss… in 2025 • 2D inspection • Clearfind® technology • 3D metrology • Infrared sca
Slide 7: Next Generation Dragonfly Designed to See Even More
Next Generation Dragonfly Designed to See Even More See More, Faster Tools Shipped to SPEED Next-gen Three Customers! GPU/TPU/HBM • Purchase Order Received from 4th Customer • Several Additional Systems SENSITIVITY Expected to Ship in Q1 <0.3µm 1µm 5µm NEXT GENERATION DRAGONFLY ADDS GREATER SENSITIV
Slide 8: New Products and Factories Drive Income Growth
New Products and Factories Drive Income Growth In addition to benefit from market growth Remote Factory Output Ahead of Plan, >50% OPERATING INCOME IN 2026 Shipped in Q4 Expect tariff mitigation to improve GM by 100bps in 1H 2026 >30% New Products Increase Value and Boost Margin Semiconductor Diagno
Slide 9: Thank You
Thank You 谢谢 | 謝謝 ありがとう Obrigado Danke 감사합니다 Merci info@ontoinnovation.com www.ontoinnovation.com