KLA Corp at UBS Global Industrials and Transportation Conference (Virtual) Transcript
Good afternoon. Hi, this is Tim Arcuri. And I'm happy to have KLA with us as the next presenter. I was looking back to my notes, and 2 years ago when we initiated coverage at UBS, we laid out the case for KLA as a new industrial tech stock, and it's taken some time to get traction on the thesis. But for the second straight year, I'm very, very pleased to have KLA at our industrials conference, and very pleased to have Rick Wallace, who is the CEO and President. And Rick is going to run through a series of slides that I think really lays this out nicely. And then maybe there will be time for 1 or 2 questions at the end. So I'll turn things over to you, Rick.
Thanks, Tim. And thanks again for the opportunity. As you say, 2 years ago, we started this process, and we've learned a lot. We've had interesting discussions and gained some traction, I think. And today, I
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