KLA Corporation

1. Prognoza

   KLAC raised its 2026 advanced packaging process control systems revenue growth forecast to over 70% to approximately $1.1 billion, surpassing its prior expectation of high 50% growth.

2. Prognoza

   KLA provided September quarter revenue guidance of $4 billion, plus or minus $200 million.

3. Prognoza

   The gross margin for the September quarter is forecasted to be 62.5%, plus or minus 1 percentage point.

4. Główny temat

   KLAC raised its 2026 wafer equipment market expectation to the low $150 billion range from its previous estimate of $140 billion plus.

   Cytat ze źródła

   “As a result, we're raising our expectation for the wafer equipment market, including advanced packaging, to approximately the low $150 billion range in calendar 2026, up from our prior expectation of $140 billion plus and mid-20% growth above the approximate $120 billion level in calendar 2025.”

5. Liczba

   Revenue reached a record $3.66 billion, driven by investments in AI infrastructure, foundry and logic markets, and increased process control intensity in memory and advanced packaging.

   Cytat ze źródła

   “Specifically, revenue reached a record $3.66 billion, supported by accelerating investment tied to AI infrastructure, continued strength in leading-edge foundry/logic, and increasing process control intensity across memory and advanced packaging.”

Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 86% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.