Dec 01, 2021 / 07:40PM GMT
Joseph Michael Quatrochi - Wells Fargo Securities, LLC, Research Division - Senior Equity Analyst
Great. So I'm Joe Quatrochi, the semi cap analyst at Wells Fargo. As we highlighted in our second iteration of a services deep dive note that we published back in June, we think that services is an underappreciated aspect of the semi cap equipment industry and then the increasing recurring nature of services revenue and installed base management revenue stream is something that investors need to focus on.
So today, I'm very pleased to feature KLA's Bren Higgins, CFO and Head of Global Operations as well as Brian Lorig, EVP of Global Support and Services to discuss KLA Services business. Before we start the kind of Q&A, I think Bren had a few prepared comments just give us a little bit of overview of where KLA's outlook is and then just kind of where the company is today. Bren?
Bren D. Higgins - KLA Corporation - Executive VP & CFO
Thank you, Joe, and thank you for having us. Glad to have Brian here today as well. Just to echo on some themes from
KLA Corp at Wells Fargo TMT Summit (Virtual) Transcript
Jan 23, 2024
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