KLA Investor Day Presentation Deck
Revenue Increasing at Faster Pace: Exceeding $3B by 2026
3,500
3,000
2,500
2,000
1,500
1,000
500
0
CY02
CY03
CY04
CY05
CY06
3,000
KLA Services Revenue ¹
2,000
ΣB
1,000
CY07
CY08
0
CY09
40 Years to
Achieve
CY10
CY11
CY12
+4 years
CY13
CY14
+4 years
Note: Calendar year figures; ¹Includes first year warranty in accordance with adoption of ASC606
Source: KLA filings and estimates
CY15
CY16
CY17
CY18
12% -14%
CAGR
CY19
CY20
CY21
CY26E
A
CHI
Services delivers recurring revenue ~1.7x industry growth rate
•
Highest percentage
of pure service revenue
in the industry
Resilient and predictable
Strong generator of
Free Cash Flow
Exponential revenue growth:
$1B in KLA's first 40 years,
$2B in 2022, climbing above
$3B by 2026
KLAH Investor Day 104View entire presentation