KLA Corp (NAS:KLAC)

$ 647.03 14.89 (2.36%) Market Cap: 86.55 Bil Enterprise Value: 86.75 Bil PE Ratio: 29.54 PB Ratio: 24.32 GF Score: 95/100

KLA Corp at UBS Global Industrials and Transportation Conference (Virtual) Transcript

Jun 09, 2021 / 07:00PM GMT

Release Date Price: $314.16 (+0.11%)

Transcript

Timothy Michael Arcuri;

UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

I'm Tim Arcuri. I'm the semiconductor analyst and semi cap equipment analyst here at UBS. And very pleased to have KLA with us. And with KLA, we have Rick Wallace, who's the President and CEO.

And before I turn things over to Rick, I just wanted to talk about and just harken back to a note that I think I wrote back in 2018, and I was comparing some of your financials to that of some of the industrials companies and some of the companies that people sort of consider to be industrial tech, companies like TI, and it was pretty amazing that your financials compared favorably to those companies and yet your multiple was much, much lower. So that then led to you presenting at this conference, which is not a tech conference. This is the industrials conference. And you first came in 2019 and you've come every year since. So it's definitely a theme that's been getting a lot of traction.

So with that said, thank you, Rick. I'll turn things over to you.

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