Veeco Veeco Instruments Q2 2025 Financial Results Conference Call August 6th, 2025 Aleeco Safe Harbor Q2 2025 Highlights Revenue $166M Non-GAAP Operating Income $23M Non-GAAP EPS 0.36¢ · Revenue, Non-GAAP Operating Income, and Non-GAAP EPS all above high-end of quidance · Strong quarter for Semi business in key areas: · Wet processing and lithography systems for Advanced Packaging systems from Al demand Ion Beam Deposition EUV systems for mask blanks . · Laser Spike Annealing systems for Gate-all-around and ...

Q1 2025 Performance - Revenue reached $167 million, exceeding the midpoint of guidance[7, 8] - Non-GAAP operating income was $24 million[8] - Diluted Non-GAAP EPS was $0.37[8] - Semiconductor revenue was $124 million, showing sequential and year-over-year growth[18] - Data Storage revenue declined to $7 million in Q1 2025[18] Strategic Wins and Market Expansion - Veeco was awarded Intel's 2025 EPIC Supplier Award[8] - LSA system orders were secured for Gate-all-around (GAA) and High-Bandwidth Memory (HBM) applications[8] - The company is targeting a 2025-2029 CAGR in Semi SAM, driven by industry inflections[13] Financial Outlook - Q2 2025 revenue is projected to be between $135 million and $165 million[21] - Q2 2025 Non-GAAP diluted earnings per share are expected to be $0.12 to $0.32[21] Regional Performance - China and APAC accounted for $71 million and $60 million in revenue, respectively[18] - Revenue from the United States was $24 million[18]