KLA Company (KLAC) Analyst/Investor Day March 12, 2026 9:00 AM EDT
Firm Members
Bren Higgins – Govt VP & CFO
Richard Wallace – President, CEO & Govt Director
Ahmad Khan – President of Semiconductor Merchandise & Clients
Brian Lorig – Govt Vice President of KLA World Providers
Convention Name Members
Atif Malik – Citigroup Inc., Analysis Division
Stacy Rasgon – Bernstein Institutional Providers LLC, Analysis Division
Joseph Quatrochi – Wells Fargo Securities, LLC, Analysis Division
Christopher Caso – Wolfe Analysis, LLC
Harlan Sur – JPMorgan Chase & Co, Analysis Division
Sreekrishnan Sankarnarayanan – TD Cowen, Analysis Division
Vivek Arya – BofA Securities, Analysis Division
Christopher Muse – Cantor Fitzgerald & Co., Analysis Division
Shane Brett – Morgan Stanley, Analysis Division
Yu Shi – Needham & Firm, LLC, Analysis Division
Melissa Weathers – Deutsche Financial institution AG, Analysis Division
Presentation
Unknown Attendee
Please welcome KLA EVP, CFO and World Operations, Bren Higgins.
Bren Higgins
Govt VP & CFO
Good morning. Thanks for being right here for our 2026 KLA Investor Day. It is nice to be again in New York. I will make a number of feedback. First, I will stroll via the agenda general. So I will make a number of feedback, after which I will transition to our President and CEO, Rick Wallace, who will speak about compounding sustainable outperformance of the corporate, the place we have been and the place we’re going, a number of the dynamics which might be driving the ecosystem and the way that performs via to alternatives for KLA relevance.
Ahmad Khan, who’s the President of our Semiconductor Merchandise and Clients enterprise, will then arise and speak about course of management within the AI period, a number of the dynamics which might be driving our enterprise, how we’re collaborating and interesting with clients that drives our innovation mannequin and in the end, how we execute. And our technique is to benefit from what seems to be like a really thrilling enterprise surroundings transferring ahead.
