Financial Performance (Q2'25) - Total revenue reached $518.8 million[36] - Gross margin was 16.3%[36] - Operating margin was 5.5%[36] - Operating cash flow amounted to $29.2 million[36] - Cash balance stood at $327.4 million[36] - Earnings per share (EPS) was $0.27[36] Segment Performance (Q2'25) - Products revenue was $454.9 million with a gross margin of 14.4% and an operating margin of 4.8%[37] - Services revenue was $63.9 million with a gross margin of 29.9% and an operating margin of 10.5%[37] Q3'25 Guidance - Revenue is projected to be between $480 million and $530 million[38] - EPS is expected to be between $0.14 and $0.34[39] Revenue Breakdown (Q2'25) - Lam contributes 33% of revenue[19] - Applied contributes 23% of revenue[19] - Other OEMs contribute 27% of revenue[19] - Non-semi contributes 5% of revenue[19] - Service contributes 12% of revenue[19]

Financial Performance (Q1'25) - Total revenue reached $518.6 million[36] - Gross margin was 16.7%[36] - Operating margin was 5.2%[36] - Operating cash flow amounted to $28.2 million[36] - Cash balance stood at $317.6 million[36] - Earnings per share (EPS) was $0.28[36] Segment Performance (Q1'25) - Products revenue was $457.0 million with a gross margin of 14.9% and an operating margin of 4.6%[37] - Services revenue was $61.6 million with a gross margin of 29.8% and an operating margin of 10.2%[37] Q2'25 Guidance - Revenue is projected to be between $475 million and $525 million[38] - EPS is expected to be between $0.17 and $0.37[38] Growth Strategy - The company has a proven growth strategy through acquisitions, as demonstrated by past purchases that led to significant revenue growth and gross margin expansion[7]