KLA Corp at Wells Fargo TMT Summit (Virtual) Transcript
Great. So I'm Joe Quatrochi, the semi cap analyst at Wells Fargo. As we highlighted in our second iteration of a services deep dive note that we published back in June, we think that services is an underappreciated aspect of the semi cap equipment industry and then the increasing recurring nature of services revenue and installed base management revenue stream is something that investors need to focus on.
So today, I'm very pleased to feature KLA's Bren Higgins, CFO and Head of Global Operations as well as Brian Lorig, EVP of Global Support and Services to discuss KLA Services business. Before we start the kind of Q&A, I think Bren had a few prepared comments just give us a little bit of overview of where KLA's outlook is and then just kind of where the company is today. Bren?
Thank you, Joe, and thank you for having us. Glad to have Brian here today as well. Just to echo on some themes from
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
