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 Technology Conference Transcript

Nov 28, 2023 / 05:15PM GMT

Release Date Price: $547.14 (-1.76%)

Transcript

Timothy Michael Arcuri

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

Great. We're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS and very pleased to have KLA with us next and Bren Higgins, who's the CFO, I've known Bren for a long time. So very, very pleased to have you, Bren. Thank you.

Bren D. Higgins

KLA Corporation - Executive VP & CFO

Yes. Thank you for having me.

Questions & Answers

Timothy Michael Arcuri

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

Great. Well, a lot of things to discuss. But the first thing that I wanted to lead off with is there are some very interesting dynamics in your business. I mean, this is my 25th year covering the stock. So -- which doesn't make me any smarter than anybody else, but I have seen a lot of things. And what's interesting is that we've never seen -- you have so much backlog. You've got basically 14 months worth

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