Onto Innovation Investor Presentation Q1 2024 Safe Harbor The information presented herein contains forward-looking statements that relate to anticipated future operating results and performance. These statements are only predictions based on management's current expectations and assumptions, including market size and forecasted growth, Total Available Market (or "TAM"), Served Available Market (or "SAM") and revenue estimates, and necessarily involve risks and uncertainties. We do not assume any obligation ...

Investor Update New Products and New Opportunities JANUARY 2025 Safe Harbor The information presented herein contains forward-looking statements that relate to anticipated future operating results and performance. These statements are only predictions based on management's current expectations and assumptions, including market size and forecasted growth, Total Available Market (or "TAM"), Served Available Market (or "SAM") and revenue estimates, and necessarily involve risks and uncertainties. The Company c ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Onto Innovation (ONTO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Onto Innovation currently has an average brokerage recom ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源：内容编译自 semiengineering 。 在任务和安全关键型应用中，先右移，然后左移对于测试和检查变得越来越常见。 随着半导体逐渐进入曾经被认为难以承受的环境，人们对可靠性的期望也正在被重新定义。从太空 真空和喷气发动机内部，到深度工业自动化和电气化传动系统，芯片如今必须承受极端温度波动、 腐蚀性环境、机械振动、辐射和不可预测的功率循环，同时还要提供日益复杂的功能。这种转变迫 使测试和计量流程快速发展，以满足日益增长的可靠性需求。 过去，设备认证基于静态标准和相对狭窄的用例假设。但如今，严苛应用的多样性，加上日益增长 的系统集成和异构封装，正在打破这些假设。单靠压力测试已远远不够。制造商现在必须验证性能 并预测特定任务条件下的性能下降，在这些条件下，热循环、高压或振动是正常的工作状态，而非 极端情况。这种验证始于晶圆阶段，而不仅仅是后端。 "现在一切都与人工智能有关，" Microtronic首席营销官 Mike LaTorraca 表示。"我们看到数据中 心、航空航天和国防等领域的需求正在大幅增长——这些应用领域的芯片极其宝贵，且对任务至关 重要。这些 ...

Key Takeaways AMAT's advanced tools and $2.5B in AI chip revenues position it for continued growth in fiscal 2025. ONTO faces tool slot losses in AI packaging and revenue headwinds tied to US-China tensions.Applied Materials (AMAT) and Onto Innovation (ONTO) are key players in the semiconductor supply chain, both offering comprehensive solutions for metrology and inspection for ensuring precision, yield, and process control across semiconductor manufacturing.With the artificial intelligence (AI) boom to co ...

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Core Insights - Onto Innovation (NYSE: ONTO) faced a significant setback in November, which increased its appeal but did not create a compelling investment situation yet [1]. Group 1 - The investing group "Value In Corporate Events" focuses on providing members with opportunities related to IPOs, mergers & acquisitions, earnings reports, and changes in corporate capital allocation [2]. - The group covers approximately 10 major events each month, aiming to identify the best investment opportunities [2].

Core Viewpoint - Onto Innovation Inc. reported better-than-expected first-quarter financial results but issued second-quarter guidance below analyst estimates [1][2]. Financial Performance - Quarterly earnings were $1.51 per share, exceeding the analyst consensus estimate of $1.47 per share [1]. - Quarterly sales reached $267.00 million, surpassing the analyst consensus estimate of $266.30 million [1]. Future Guidance - The company expects second-quarter adjusted earnings to be between $1.21 and $1.35 per share, compared to analysts' estimates of $1.50 per share [2]. - Sales guidance for the second quarter is projected to be between $240.00 million and $260.00 million, while analysts expected $269.10 million [2]. Market Reaction - Following the earnings announcement, Onto Innovation shares fell by 29.1%, trading at $89.90 [3]. Analyst Ratings - Needham analyst Charles Shi maintained a Buy rating but lowered the price target from $230 to $150 [5]. - Benchmark analyst Mark Miller also maintained a Buy rating, reducing the price target from $230 to $190 [5].

Core Insights - Onto Innovation Inc. reported Q1 2025 earnings per share of $1.51, exceeding the Zacks Consensus Estimate by 2.7% and up from $1.18 in the prior year [1] - Quarterly revenues reached $267 million, surpassing the Zacks Consensus Estimate by 0.6% and reflecting a 16.5% year-over-year increase, marking the seventh consecutive quarter of revenue growth [1] Revenue Breakdown - Specialty devices and advanced packaging revenues, accounting for 48% of total revenues, fell 24% sequentially to $129 million due to challenging comparisons and changing customer needs in AI packaging and 2.5D applications [2] - Revenues from the Advanced nodes market, which represents 35% of total revenues, surged 96% quarter-over-quarter to $93 million, driven by strong demand in leading-edge DRAM, NAND memory, and gate-all-around transistors [3] - Software and services revenues, making up 17% of total revenues, decreased 5% sequentially to $44 million [3] Product Performance - The Iris film metrology platform saw over 25% revenue growth quarter-over-quarter, supported by new customer acquisitions, and is on track for record full-year revenues [4] - Multiple 3D bump metrology systems were shipped during the quarter, with additional shipments planned for Q2 to a growing customer base [4] Financial Metrics - Non-GAAP operating expenses totaled $70.4 million, a 13.9% increase year-over-year, slightly below the guidance range [5] - Non-GAAP gross profit rose to $146.9 million from $119.1 million in the previous year, with gross profit margin expanding to 55% from 52% [5] - Non-GAAP operating income increased to $76.5 million compared to $57.3 million in the year-ago quarter, with operating margin rising to 29% from 25% [5] Balance Sheet - As of March 29, 2025, the company held $850.6 million in cash and marketable securities, with total current liabilities of $174.5 million [6] - Accounts receivable stood at $291.6 million, and the company generated a record $92 million in cash from operations, representing 35% of revenues [6] Q2 2025 Guidance - Management anticipates revenues between $240 million and $260 million, with the Zacks Consensus Estimate at $264.6 million [7] - Non-GAAP earnings per share are projected to be between $1.21 and $1.35, while GAAP earnings per share are expected to range from $0.99 to $1.13 [8] - Advanced nodes revenues are expected to decline moderately in Q2, with slight decreases in specialty devices and advanced packaging markets, but growth is anticipated to resume in Q4 [8]

Company Performance - Onto Innovation (ONTO) reported quarterly earnings of $1.51 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and up from $1.18 per share a year ago, representing an earnings surprise of 2.72% [1] - The company posted revenues of $266.61 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.62%, and an increase from $228.85 million year-over-year [2] - Onto Innovation has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Stock Outlook - The stock has underperformed, losing about 24.9% since the beginning of the year, compared to the S&P 500's decline of 4.3% [3] - The current consensus EPS estimate for the upcoming quarter is $1.48 on revenues of $264.6 million, and for the current fiscal year, it is $6.09 on revenues of $1.07 billion [7] Industry Context - The Nanotechnology industry, to which Onto Innovation belongs, is currently ranked in the bottom 6% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Onto Innovation's stock may be influenced by the overall outlook for the industry, as research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]