Camtek Ltd. (NASDAQ:CAMT) Q1 2021 Earnings Conference Call April 28, 2021 9:00 AM ET Company Participants Kenny Green - Investor Relations Rafi Amit - Chief Executive Officer Moshe Eisenberg - Chief Financial Officer Ramy Langer - Chief Operating Officer Conference Call Participants Craig Ellis - B. Riley Charles Shi - Needham Gus Richard - Northland Patrick Ho - Stifel Raymond Rund - Shaker Investments Kenny Green Ladies and gentlemen, thank you for standing by. I would like to welcome all of you to Camtek ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTIO ...

Camtek Ltd. (NASDAQ:CAMT) Q4 2020 Earnings Conference Call February 9, 2021 9:00 AM ET Company Participants Kenny Green - IR Rafi Amit - CEO Moshe Eisenberg - CFO Ramy Langer - COO Conference Call Participants Patrick Ho - Stifel Charles Shi - Needham Shahar Cohen - MORE Investment House Kenny Green Ladies and gentlemen, thank you for standing by. I would like to welcome all of you to Camtek's Fourth Quarter and Full Year 2020 Results Zoom Webinar. My name is Kenny Green, I am part of the Investor Relations ...

Financial Data and Key Metrics Changes - Total sales in Q3 2020 were $40.1 million, a 23% increase compared to $32.5 million in Q3 2019, and an 8% increase from the previous quarter [18] - Gross margin for the quarter was 48.8%, up from 47.1% in Q3 2019 and 46.1% in the previous quarter [19] - Operating profit was $7.6 million, a 19.6% improvement from $6.4 million in the previous quarter, with an operating margin of 19% compared to 17.2% in Q2 [21] - Net income for Q3 2020 was $7.3 million or $0.18 per diluted share, compared to $5 million or $0.13 per share in Q3 2019 and $6.3 million or $0.16 per diluted share in Q2 2020 [22] - Cash from operations generated in the quarter was $5 million, with net cash and cash equivalents increasing to $106 million from $101.5 million at the end of June 2020 [23] Business Line Data and Key Metrics Changes - The main applications driving revenue include Advanced Packaging, CMOS Image Sensors, and RF devices, with a focus on 5G smartphones [11][15] - The company is expanding its presence in frontend macro inspection applications, which are becoming increasingly significant [11][30] Market Data and Key Metrics Changes - Approximately 88% of revenues came from Asia, while Europe and the U.S. accounted for 12% [18] - The company expects revenue in the first half of 2021 to be similar to the second half of 2020, representing about 25% growth over the first half of 2020 [10] Company Strategy and Development Direction - The company aims to capitalize on the growing demand for advanced packaging technologies and is collaborating with leading IDM customers to develop metrology and inspection solutions [14][15] - The focus remains on expanding market presence and customer satisfaction, with expectations of continued growth in 2021 [16] Management's Comments on Operating Environment and Future Outlook - Management does not see signs of weakness in demand, with customers continuing to order more systems [13] - The company acknowledges the ongoing risks and uncertainties due to the COVID-19 pandemic but remains optimistic about future growth [16] Other Important Information - The company expects revenues of $42 million to $44 million in Q4 2020, projecting annual revenues to exceed $150 million for 2020 [23] - Operating expenses for the quarter were $11.9 million, an increase from $10.1 million in Q3 2019, primarily due to increased sales and marketing expenses [20] Q&A Session Summary Question: Demand for front end macro inspection - The company is gaining traction in front end macro inspection, which is expected to contribute significantly to revenue in Q4 and early 2021 [25][26] Question: Long-term opportunity in front end macro inspection - The company believes it is still in the early stages of market penetration, with expectations for significant growth by 2023 [27] Question: Growth drivers for 2021 - Key growth drivers are expected to be advanced packaging, CMOS image sensors, and RF devices, with significant investment in Korea, Taiwan, and China [28][29] Question: Gross margin outlook - The company anticipates gross margins to remain in the range of 48% to 50% in the first half of 2021 [40] Question: Remote support capabilities - The company has been using remote support technology for years, which has allowed for continued customer support during the pandemic [42][43] Question: Advanced packaging market potential - The company is a major supplier in the advanced packaging domain and is actively working with leading companies to develop new technologies [45]

Camtek Ltd. (NASDAQ:CAMT) Q2 2020 Earnings Conference Call August 4, 2020 9:00 AM ET Â Company Participants Ehud Helft - GK Investor Relations Rafi Amit - CEO Moshe Eisenberg - CFO Ramy Langer - COO Conference Call Participants Quinn Bolton - Needham and Company Craig Ellis - B. Riley FBR Gus Richard - Northland Securities Operator Ladies and gentlemen, thank you for standing by, welcome to CamtekÂ's second quarter 2020 results conference call. All participants are present in listen only mode. Following man ...

Camtek Ltd. (NASDAQ:CAMT) Q1 2020 Earnings Conference Call May 11, 2020 9:00 AM ET Company Participants Ehud Helft - GK Investor Relations Rafi Amit - CEO Moshe Eisenberg - CFO Ramy Langer - COO Conference Call Participants Quinn Bolton - Needham and Company Carlin Lynch - B. Riley FBR Auguste Richard - Northland Securities Operator Ladies and gentlemen, thank you for standing by. Welcome to Camtek's First Quarter 2020 Results Conference Call [Operator Instructions]. You should have all received by now the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Ordinary Shares, nominal value NIS 0.01 per share CAMT Nasdaq Global Market FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO ...

Camtek Ltd (NASDAQ:CAMT) Q4 2019 Earnings Conference Call February 20, 2020 9:30 AM ET Company Participants Ehud Helft - GK Investor Relations Rafi Amit - Chairman & CEO Moshe Eisenberg - VP & CFO Ramy Langer - VP & COO Conference Call Participants Quinn Bolton - Needham & Company Peter Peng - B. Riley FBR, Inc. Auguste Richard - Northland Capital Markets Operator Ladies and gentlemen, thank you for standing by. Welcome to Camtek's Fourth Quarter and Full Year 2019 Results Conference Call. [Operator Instru ...

Camtek Ltd. (NASDAQ:CAMT) Q3 2019 Earnings Conference Call November 7, 2019 10:00 AM ET Company Participants Ehud Helft - GK IR Rafi Amit - CEO Moshe Eisenberg - CFO Ramy Langer - COO Conference Call Participants Craig Ellis - B. Riley FBR Gus Richard - Northland Securities Quinn Bolton - Needham & Company Operator Ladies and gentlemen, thank you for standing by. Welcome to Camtek's Third Quarter 2019 Results Conference Call. All participants are present in a listen-only mode. Following managementÂ's formal ...

Camtek Ltd. (NASDAQ:CAMT) Q2 2019 Earnings Conference Call August 6, 2019 9:30 AM ET Company Participants Kenny Green - Managing Partner, GK Investor Relations Rafi Amit - Chief Executive Officer Moshe Eisenberg - Chief Financial Officer Ramy Langer - Chief Operating Officer Conference Call Participants Craig Ellis - B. Riley FBR, Inc. Quinn Bolton - Needham & Company Gus Richard - Northland Securities, Inc. Operator Ladies and gentlemen, thank you for standing by. Welcome to CamtekÂ's Second Quarter 2019 R ...