onto Growth in Process Solutions Needham Growth Conference January 15, 2020 63 2 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 uncertainti ...

Company Overview - Onto Innovation's revenue is $534 million[9] - The company has approximately 1350 employees[9] - The company possesses a strong balance sheet with $337 million in cash and no debt[9] - The company's revenue mix is geographically distributed with 66% from Asia, 20% from the US & Europe, and 14% from Domestic China[10, 11] - The company's revenue mix by market includes 44% from Advanced Nodes (Front-end), 37% from Specialty Devices/Advanced Packaging (Back-end), and 19% from Software & Services[12] Growth Strategy - The company aims to achieve $20 million in synergies in 2020[16] - The company is investing $100 million in R&D[16, 22] - The company has authorized an $80 million stock buyback program[40] Market Trends and Opportunities - 5G adoption is driving growth in multiple markets for Onto Innovation[28, 29, 30] - 5G is expected to drive 24% average DRAM bit growth, 34% average NAND bit growth, and 20% average advanced packaging growth from 2019-2022[31] - The company anticipates 200 Billion to 400 Billion Package Growth by 2022[58] Financial Projections - The company projects annual revenue models of $600 million, $700 million, and $800 million[42] - The company anticipates gross margins between 54%-56% and operating profit between 24%-30% across different revenue models[42]

Onto Innovation Inc. (NYSE:ONTO) Q3 2019 Earnings Conference Call November 7, 2019 4:30 PM ET Company Participants Michael Sheaffer - Senior Director, Corporate Communications Michael Plisinski - Chief Executive Officer Steve Roth - Chief Financial Officer Conference Call Participants Quinn Bolton - Needham Thomas Diffely - D.A. Davidson Patrick Ho - Stifel Craig Ellis - B. Riley FBR David Dooley - Steelhead Securities Operator Good day and welcome to Onto Innovation Third Quarter Earnings Release. Today's ...

Nanometrics Incorporated (NANO) Q1 2019 Results Earnings Conference Call April 30, 2019 4:30 AM ET Company Participants Claire McAdams - IR, Headgate Partners LLC Pierre-Yves Lesaicherre - President and CEO Greg Swyt - VP, Finance Conference Call Participants Quinn Bolton - Needham & Company Brian Chin - Stifel Tom Diffely - D.A. Davidson Operator Good afternoon and welcome to Nanometrics First Quarter Financial Results Conference Call. A Q&A session will be held at the end of the call. Until that time, all ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 29, 2018 OR Registrant's telephone number, including area code: (408) 545-6000 Securities registered pursuant to Section 12(b) of the Act: | Title of each class | Name of each exchange on which registered | | --- | --- | | Common Stock, $0.001 par value per share | The Nasdaq Stock Market LLC | | ...