KLA Corporation (KLAC) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

good afternoon my name is stephanie and i'll be your conference operator today at this time i'd like to welcome everyone to the kla corporation september quarter 2025 post-earning conference call all participant lines have been placed on the list and on remote to prevent any background noise after the speaker's remarks there will be a question and answer session if you'd like to ask a question at that time please press star 1 on your telephone keypad if you wish to remove yourself from the queue please press star 2. Please limit yourself to one question and then feel free to read Q for any follow-up questions. Lastly, should you need assistance during the conference today, please press star zero. Thank you. I will now turn the call over to Kevin Kessler, Vice President of Investor Relations and Market Analytics for KLO. Please go ahead. Welcome to the September 2025 quarterly earnings call. I'm joined by our CEO, Rick Wallace, and our CFO, Brent Higgins. We will discuss today's results as well as our December quarter outlook, which was released after the market closed and is available on our website along with the supplemental materials. We are presenting today's discussion and metrics on a non-GAAP financial basis, unless otherwise specified. All full-year references made refer to calendar years. The earnings materials contain a detailed reconciliation of GAAP to non-GAAP results. KLA's IR website also contains future events, presentations, corporate governance information, and links to our SEC filings. Our comments today are subject to risks and uncertainties reflected in the disclosure of risk factors in our SEC filings. Any forward-looking statements, including those we make on the call today, are also subject to those risks and KLA cannot guarantee those forward...