KLA Corporation (KLAC) Analyst/Investor Day March 12, 2026 9:00 AM EDT
Company Participants
Bren Higgins – Executive VP & CFO
Richard Wallace – President, CEO & Executive Director
Ahmad Khan – President of Semiconductor Products & Customers
Brian Lorig – Executive Vice President of KLA Global Services
Conference Call Participants
Atif Malik – Citigroup Inc., Research Division
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
Joseph Quatrochi – Wells Fargo Securities, LLC, Research Division
Christopher Caso – Wolfe Research, LLC
Harlan Sur – JPMorgan Chase & Co, Research Division
Sreekrishnan Sankarnarayanan – TD Cowen, Research Division
Vivek Arya – BofA Securities, Research Division
Christopher Muse – Cantor Fitzgerald & Co., Research Division
Shane Brett – Morgan Stanley, Research Division
Yu Shi – Needham & Company, LLC, Research Division
Melissa Weathers – Deutsche Bank AG, Research Division
Presentation
Unknown Attendee
Please welcome KLA EVP, CFO and Global Operations, Bren Higgins.
Bren Higgins
Executive VP & CFO
Good morning. Thank you for being here for our 2026 KLA Investor Day. It’s great to be back in New York. I’m going to make a few comments. First, I’m going to walk through the agenda overall. So I’ll make a few comments, and then I’ll transition to our President and CEO, Rick Wallace, who will talk about compounding sustainable outperformance of the company, where we’ve been and where we’re going, some of the dynamics that are driving the ecosystem and how that plays through to opportunities for KLA relevance.
Ahmad Khan, who’s the President of our Semiconductor Products and Customers business, will then stand up and talk about process control in the AI era, some of the dynamics that are driving our business, how we’re collaborating and engaging with customers that drives our innovation model and ultimately, how we execute. And our strategy is to take advantage of what looks like a very exciting business environment moving forward.