KLA Investor Day Presentation Deck
Case Study: Integrating Services from Acquired Businesses
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Environment Pre-Acquisition
Primary focus is on new tool penetration and adoption
Limited investment in inventory to support just-in-time delivery of spare
parts
Significant incremental investment required to provide service at new
customer sites
Encourage customers to self-service, providing documentation and
training
Deploy KLA Operating Model
Design for Service: Service is an important consideration from product
inception
Systems and Metrics: Common CRM systems and metrics to enable
insights and drive improvements
KLA Services Infrastructure: Leveraging existing KLA footprint reduces
incremental investment and lead-time to support new and existing
customer sites
Go-To-Market: Synergies with KLA channel to drive both product and
service
Services revenue per
tool on acquired
business (ADE)
CY10
2x
Results
CY21
EPC service revenue
growth rate
Pre-acquisition
Deploying KLA Operating Model in Services drives improved customer experience
•
1.5x
CY20 CY26E
KLAH Investor Day
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