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KLA(KLAC) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Calendar Year 2024 - KLA achieved record revenue of $1085 billion, representing a 12% growth year-over-year[5] - The company's gross profit reached $67 billion, with a gross profit margin of 614%[5] - Operating profit was $44 billion, resulting in an operating profit margin of 406%[5] - Free cash flow (FCF) grew by 6% to $34 billion[6] - Net income margin was 34%, with earnings per share (EPS) at $2737[6] Financial Performance - Q2 Fiscal Year 2025 - Revenue for the quarter was $31 billion[15] - Gross margin stood at 617%, and operating margin at 423%[15] - Net income for the quarter was $11 billion[15] - Non-GAAP diluted EPS was $820, while GAAP diluted EPS was $616[16] Revenue Breakdown - Q2 Fiscal Year 2025 - Semiconductor Process Control (Systems + Services) generated $2755 billion in revenue, a 26% year-over-year increase and 7% quarter-over-quarter increase, representing 90% of the quarterly revenue[17] - Specialty Semiconductor Process (Systems + Services) contributed $160 million, a 7% year-over-year increase and 25% quarter-over-quarter increase, accounting for 5% of the quarterly revenue[17] - PCB and Component Inspection (Systems + Services) brought in $161 million, a 13% year-over-year increase and 17% quarter-over-quarter increase, making up 5% of the quarterly revenue[17] Guidance for Q3 Fiscal Year 2025 - Revenue is expected to be $30 billion, with a margin of plus or minus $150 million[38] - Non-GAAP gross margin is projected at 62%, with a margin of plus or minus 1%[38] - Non-GAAP diluted EPS is forecasted at $805, with a margin of plus or minus $060[38]