KLA Investor Day Presentation Deck
Sustainable Revenue Growth and Diversification
$3.1B
CY12
CY13
Source: KLA filings and estimates
CY14
CY15
CY16
■Semi PC Systems Revenue
CY17
~11%
CAGR
CY18
EPC Systems Revenue
CY19
CY20
Service Revenue
CY21
CY22E
~$14B
CY26E
Key Characteristics of
Target Revenue Mix
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Leading edge investment driving
continued foundry/logic node
progression & increased design starts
EUV adoption in DRAM & higher layer
counts in NAND drive increasing
process control requirements
Legacy node investments to support the
digitization of everything is accelerating
EPC drives diversified process &
process control revenue streams &
expands our exposure beyond WFE
Growing recurring revenue streams
from Services
Multiple vectors accelerating KLA's long term revenue growth
KLAH Investor Day 110View entire presentation