Sravan Kundojjala(@SKundojjala):KLA QJun26 - Revenue up 7% q/q and 15% y/y to a record $3.66B at 62.4% GM; QSep guidance is $4.0B at 62.5% GM - Upgrades CY26 WFE guidance, including advanced packaging, to the low-$150B range from >$140B previously, implying mid-20% y/y growth - CY27 WFE consensus is around $190B; KLA is preparing for scenarios 10-20% above this level - Upgrades CY26 advanced packaging process control revenue to approximately $1.1B, up >70% y/y and above prior guidance for high-50% growth

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

Joined September 2011

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Sravan Kundojjala@SKundojjala

2026.07.29 08:13

KLA QJun26 - Revenue up 7% q/q and 15% y/y to a record $3.66B at 62.4% GM; QSep guidance is $4.0B at 62.5% GM - Upgrades CY26 WFE guidance, including advanced packaging, to the low-$150B range from >$140B previously, implying mid-20% y/y growth - CY27 WFE consensus is around $190B; KLA is preparing for scenarios 10-20% above this level - Upgrades CY26 advanced packaging process control revenue to approximately $1.1B, up >70% y/y and above prior guidance for high-50% growth