KLA Investor Day Presentation Deck

Case Study: KLA Operating Model Implementation $M Total $50M Deal Thesis Cumulative Synergies Achieved CY19 Synergies focus area Public company costs Corporate overhead Direct supply chain and procurement Global footprint Business rationalization CY20 CY21 ~$92M CY22E Cumulative synergies achieved ~$16M ~$24M ~$25M ~$6M ~$21M ~$92M Highlights Extended key customer collaboration to new divisions ■ ■ ■ ■ O ■ Widened KLA brand awareness outside core semi Developed a new organization to reflect KLA's values Realized 1.9x cost synergies vs. deal thesis Target to improve operating income by ~3x from 2019 to 2022E (~40% CAGR) Successfully integrated different businesses and streamlined organizations while reducing costs KLA# Investor Day 82

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