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KLA Services Update Brian Lorig, EVP Global Services and Support December 2, 2020 TMT Summit 2020
Brian Lorig, EVP Global Services and Support
TMT Summit 2020KLA Non -Confidential | Unrestricted 2Forward -Looking Statements
Statements in this presentation other than historical facts, such as statements pertaining to: (i) industry trends; (ii)
customer demand and investment strategy; (iii) anticipated synergies from acquisitions; (iv) hiring by KLA; (v) anticipated dividends and share repurchases; (vi) WFE and KLA cyclicality; (vii) projected end- demand uses for
semiconductors; (viii) growth of KLA’s service business; (ix) sales, revenue growth rate, operating margin, EPS, capital allocation, semiconductor industry CAGR, capital intensity, memory and foundry/logic mix, process control market growth rate and growth in new markets through 2023; are forward- looking statements and subject to the Safe Harbor
provisions created by the Private Securities Litigation Reform Act of 1995. These forward -looking statements are based
on current information and expectations, and involve a number of risks and uncertainties. Actual results may differ materially from those projected in such statements due to various factors, including but not limited to: the future impacts of the COVID -19 pandemic; the demand for semiconductors; the financial condition of the global capital
markets and the general macroeconomic environment; new and enhanced product and technology offerings by competitors; push- out of deliveries or cancellation of orders by customers; the ability of KLA’s research and
development teams to successfully innovate and develop technologies and products that are responsive to customer demands; KLA’s ability to successfully manage its costs; market acceptance of KLA’s existing and newly issued products; changing customer demands; and industry transitions. For other factors that may cause actual results to differ materially from those projected and anticipated in forward- looking statements in this letter, please refer to KLA
Corporation’s Annual Report on Form 10- K for the year ended June 30, 2020, and other subsequent filings with the
Securities and Exchange Commission (including, but not limited to, the risk factors described therein). KLA Corporation assumes no obligation to, and does not currently intend to, update these forward- looking statements.KLA Non -Confidential | Unrestricted 35 Keys to KLA Services Success
Strong customer value proposition: we help customers maximize
the value of their KLA assets
Growing faster than the installed base (Targeting 9 -11% CAGR)
Continuous investment in data- driven, differentiated portfolio of
professional services offerings
Industry -leading service model with >75% of revenue coming from
subscription -like service contracts
Leverage KLA Operating Model to drive operational excellence
KLA Non -Confidential | Unrestricted 4KLA Services at a Glance
2020E KLA REVENUE MIX
Subscription -based services
Software Applications
Predictive Maintenance
Enhancements and Upgrades
Lifecycle Management
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