Kla Corporation · NASDAQ:KLAC
Kla — Investor Day (March 2026)
26 slides from Kla's investor day presentation, Mar 12, 2026
Slide 1: Growing a Durable Revenue Stream Through a Best-In-Class Service Business
Growing a Durable Revenue Stream Through a Best-In-Class Service Business Brian Lorig, EVP, Global Services March 12, 2026
Slide 2: Key Messages
Key Messages Enabling customer success with deep partnerships and 1 service excellence aligned with customer outcomes Depth of KLA data and rigorous KLA Operating Model 2 improves customer experience, drives productivity and enables AI-powered application development Industry-leading service model w
Slide 3: KLA Services Supports Customers with Global Infrastructure
KLA Services Supports Customers with Global Infrastructure Providing Critical Expertise and Parts to Maximize the Value of Customers’ KLA Tools >57,000 >4,000 >250,000 >3,500 >260,000 Tools in the Customer Annual Service Unique assemblies installed base facilities service calls engineers & spare par
Slide 4: KLA Portfolio: High Mix, High Complexity, Lower Redundancy, Long Life
KLA Portfolio: High Mix, High Complexity, Lower Redundancy, Long Life High Mix High Complexity Low Redundancy BBP RAPID eBeam LS Product Service SWIFT Surfscan ADE FaST Throughput @ Sensitivity + Availability @ Performance OMD SensArray LIS PCB Availability | Wafer Output Performance | System Peak S
Slide 5: KLA Product Portfolio Example: BBP
KLA Product Portfolio Example: BBP Every Division Contains Hundreds of Tool Options and Thousands of Parts BBP RAPID eBeam LS Broadband Plasma (BBP) tool family ~30 different product models SWIFT Surfscan ADE FaST ~150 tool model configurations OMD SensArray LIS PCB ~1,200 unique parts and sub assem
Slide 6: KLA Portfolio: Process Control Requires Different Service
KLA Portfolio: Process Control Requires Different Service High Complexity and Low Redundancy, Critical to Yield, Low Consumables High Process Control Process Control Process Installed Base Low Redundancy High Redundancy Tool Utilization ~Stable ~Variable Tool UT Process Part Content Proprietary Comm
Slide 7: Strong Track Record of Services Execution
Strong Track Record of Services Execution Tool Lifetime Attach Rate Service Revenue Per Tool Projected CAGR >24y >80% 13-15% 3X >14y >75% 12-14% >10y 9-11% >70% 2010 2020 2025 2019 2022 2025 Class of 2000 Class of 2010 Class of 2020 CY19 CY22 CY26E ▪ Median time to retirement of tools in ▪ Market in
Slide 8: Our Customer Challenges are Increasing
Our Customer Challenges are Increasing Yield Ramp and Optimization Geographic Expansion Device Complexity Skilled Talent Demands Fab Efficiency and Asset Unplanned Downtime Lifetime Extension 8 KLA Non-Confidential | Unrestricted
Slide 9: The KLA Operating Model is Foundational to Services Value
The KLA Operating Model is Foundational to Services Value COLLABORATE ▪ Fab lifecycle and optimization portfolio: development, ramp and global expansion ▪ Services designed to reduce variability and maximize asset return ▪ Modernize and extend long-lived installed base 9 KLA Non-Confidential | Unres
Slide 10: Services Value is Recognized by Customers
Services Value is Recognized by Customers Support network for greater availability @ performance Services infrastructure investment to support new fabs long before opening Hundreds of global recognitions, annually ▪ “Best Strategic Supplier" ▪ "Best Supplier of 2025" ▪ “Proactive Cooperation and Sup
Slide 11: Value of Contracts and Contract-Like Service Drives Share Over Time
Value of Contracts and Contract-Like Service Drives Share Over Time 100% 90% 95% of revenue is recurring: 80% inclusive of both contract and time- 70% and-materials % of service revenue 60% ~3-year average contract length: 50% fully comprehensive coverage for 40% maximum availability at performance
Slide 12: The KLA Operating Model is Foundational to Services Value
The KLA Operating Model is Foundational to Services Value INNOVATE ▪ Long service life results in rich data ▪ New models and applications to improve customer experience and increase productivity ▪ Roadmap to build and power new AI systems for proactive service delivery 12 KLA Non-Confidential | Unre
Slide 13: KLA Services AI-Powered Productivity Flywheel
KLA Services AI-Powered Productivity Flywheel Capturing and Leveraging Context in All Aspects of the Services Business People | Parts | Knowledge Tools in Fab KLA PRODUCTIVITY Training Tool Health Mixed learning distribution Parametric data monitoring Supply Chain KLA SERVICES Tool Performance Deman
Slide 14: KLA Services Applications Solve Customer Problems
KLA Services Applications Solve Customer Problems Customer Challenges Service Applications Portfolio IN T EL LI G E N ES CE Global remote support Yield Ramp and IC H Optimization Geographic Expansion RV UB SE Accelerated recipe deployment Predictive tool health insights Device Complexity Skilled Tal
Slide 15: Predictive Tool Health Insights: Reducing Unscheduled Downtime
Predictive Tool Health Insights: Reducing Unscheduled Downtime Old SPC Customer Experience Historical “Break & Fix” ▪ Unscheduled to scheduled ▪ Production management Sub-assembly ▪ Improved cost of ownership and cycle Today Autonomous time Health Assessment New SPC KLA Optimization Pre-position Exe
Slide 16: Autonomous Synchronization: 100% Performance 100% of the Time
Autonomous Synchronization: 100% Performance 100% of the Time After a service event, the tool must be Control matched to 25,000 configuration settings Reference Tool-to-Reference ~25,000 BEFORE: LIMITED VISIBILITY AFTER EVENT Customer Experience 40 Before After ▪ Reduced global fleet variability 35
Slide 17: On-Demand Agentic Expertise: Accelerating Time to Proficiency
On-Demand Agentic Expertise: Accelerating Time to Proficiency Extensive experience and training requirements Harvest Capture and aggregate >57,000 intelligence data from KLA Customer Experience High Mix Installed base: 24 years median network time to retirement ▪ Shared knowledge accelerates time to
Slide 18: The KLA Operating Model is Foundational to Services Value
The KLA Operating Model is Foundational to Services Value EXECUTE ▪ Deep and flexible global infrastructure delivers scale and high customer value, driving competitive advantage for KLA ▪ Service expertise supports customer investment across logic, memory and advanced packaging product lifecycle ▪ A
Slide 19: Services Revenue Growth Accelerates Across HBM Environments
Services Revenue Growth Accelerates Across HBM Environments Environment KLA Action Results HBM3 chip size: 3X mm2 Revenue growth ($M) DDR chip size: X mm2 Align on performance and availability 5x requirements Less redundancy, larger chip size Criticality and complexity driven product-based service p
Slide 20: Services Revenue Growth Accelerates Across Advanced Packaging
Services Revenue Growth Accelerates Across Advanced Packaging Environment KLA Action Results ▪ Technology and experience from front end process control systems ▪ Increasing device complexity and process control intensity Engineered outcome-based service models Revenue growth ($M) Patterned Inspectio
Slide 21: KLA Services Supports Global Expansion and Green Field Ramps
KLA Services Supports Global Expansion and Green Field Ramps Global Expansion ▪ Expertise in home country Customer Experience ▪ Hire and ramp local staff ▪ Faster yield ramp ▪ Global consistency in fab outcomes ▪ Follow-the-sun support ▪ Digital knowledge transfer KLA Advancements ▪ Scalable, cost-e
Slide 22: KLA Services Value and Revenue Span Tool Lifecycle
KLA Services Value and Revenue Span Tool Lifecycle ~5% Revenue from Leading-Edge ~65% Revenue from High-Volume ~30% Revenue from High-Volume Development Leading-Edge Manufacturing Legacy Node Manufacturing Output 𝑓(Capacity, Yield) R&D Ramp through HVM Legacy HVM Develop, ramp and rapidly Maximize…
Slide 23: Maximizing Customer ROI Through Tool Life Extension
Maximizing Customer ROI Through Tool Life Extension 30 Tool Lifetime Extending tool lifetime provides customers with the most 25 economic solution to producing older technologies, well beyond the standard industry depreciation time. 20 KLA Approach 15 ▪ Structural design and serviceability: Tools ar
Slide 24: Long Tool Life Drives Extended Customer Value and Service Durability
Long Tool Life Drives Extended Customer Value and Service Durability $6,000 A product line is assigned to a class based on the year it was introduced “Class of” Legend $5,000 2025 2020 $4,000 2015 2010 $3,000 $M 2005 2000 $2,000 1995 1990 $1,000 1989 and earlier $0 // Lifetime Service Revenue Exceed
Slide 25: 2030 Services Plan
2030 Services Plan 25 KLA Non-Confidential | Unrestricted
Slide 26: Our Commitments to Customers Deliver Commitments to Investors
Our Commitments to Customers Deliver Commitments to Investors Services Revenue Achieve over $5B in Services COLLABORATE 6.0 revenue in 2030 Enabling customer success with deep partnerships and service excellence aligned with customer outcomes 5.0 4.0 INNOVATE In 4 more years reached Depth of KLA dat