KLA(US:KLAC) ZACKSยท2025-08-11 14:16Core Insights - KLA's international operations are crucial for assessing its financial resilience and growth prospects, especially in the context of a global economic landscape [1][2][3] International Revenue Performance - KLA's total revenue for the quarter was $3.17 billion, marking a year-over-year increase of 23.6% [4] - Revenue from Europe & Israel was $125.06 million, representing 3.9% of total revenue, which was a decrease of 9.67% from the expected $138.44 million [5] - Korea contributed $478.17 million, accounting for 15.1% of total revenue, exceeding expectations by 11.03% [6] - Taiwan's revenue was $873.72 million, making up 27.5% of total revenue, with a surprise increase of 3.28% compared to estimates [7] - Japan accounted for $377.17 million, or 11.9% of total revenue, surpassing expectations by 22.61% [8] - China generated $958.85 million, representing 30.2% of total revenue, with a surprise of 3.9% over analyst expectations [9] - The Rest of Asia contributed $80.58 million, or 2.5% of total revenue, which was a significant drop of 34.52% from the projected $123.05 million [10] Future Revenue Forecasts - Analysts anticipate KLA will report revenues of $3.16 billion for the current fiscal quarter, reflecting an 11.1% increase year-over-year [11] - Expected revenue contributions for the current quarter include 4.3% from Europe & Israel ($136.97 million), 14.5% from Korea ($456.24 million), 26% from Taiwan ($819.48 million), 9.6% from Japan ($303.39 million), 29.9% from China ($942.41 million), and 3.4% from Rest of Asia ($106.58 million) [12] - For the full year, total annual revenue is projected at $12.71 billion, an increase of 4.6% compared to last year, with specific contributions from various regions outlined [13] Key Takeaways - KLA's reliance on international markets presents both opportunities and challenges, making the tracking of international revenue trends essential for future projections [14] - The complexities of global interdependence and geopolitical factors are critical for analysts when adjusting earnings forecasts for companies with international operations [15]