KLA Investor Day Presentation Deck slide image

KLA Investor Day Presentation Deck

Significant Progress Since 2019 Investor Day Where We Were 2019 Investor Day Where We Are 2022 Investor Day ■ ■ Targeted 7-9% revenue growth CAGR from 2019 2023E Continued high levels of investment in R&D to broaden portfolio and expand market leadership Focused on integrating recent acquisitions and driving synergies Codified KLA Operating Model Capital Returns >70% ■ Source: KLA filings and estimates, Gartner April 2022 ■ ■ Achieved 300+bps of market share and intensity gains Delivered strong relative growth with a more diversified revenue stream. Semi PC growth CAGR +3% vs. WFE (from '18-'21) Grew recurring revenue from Services (14% revenue CAGR from '19-'21) Exceeded synergy targets by ~2x and improved margins in acquired businesses Invested in talent, global infrastructure and scale to support structural growth Capital Returns > 80% since 2019 Investor Day Where We Are Going 2026 Target Model Optimizing business through technology leadership + portfolio leverage Targeting 9-11% revenue growth CAGR from 2021 2026E Continuing to grow KLA's share of WFE from low 6%s to ~7.25%+ Sustaining 40-50% incremental operating margins and delivering 1.5x EPS leverage Capital Returns > 85% Continued focus on growth drivers, operating leverage, and deploying capital KLAH Investor Day 109
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