Veeco Instruments Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript
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Good morning. Welcome to the Barclays Global Virtual TMT Conference. I'm Tom O'Malley, mid-cap and semi-cap analyst here at Barclays. Very happy to have Veeco with us, Bill Miller, CEO; and John Kiernan, CFO. We're very excited to have you here. How are you guys doing today, first off?
Tom, great to be here. Really excited to spend some time with you.
Questions & Answers
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Awesome. So I guess I'll just start in from just a very high level here. You guys are making really solid progress on Phase 2 of the company's transformation, which was driving growth. You've seen some solid traction on your near term business. And then you've kind of talked about some larger long-term opportunities. Could you just give us a brief update on, one, your performance over
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