KLA (KLAC) Q3 FY25 earnings call

KLA delivered strong Q3 FY25 results, driven by robust demand in leading-edge logic, HBM, and advanced packaging, all fueled by AI infrastructure build-out. Despite global trade uncertainty and tariff headwinds impacting gross margins, the company maintains its WFE outperformance outlook and demonstrates confidence through significant capital returns. Management is actively assessing mitigation strategies for the evolving macro environment.