KLA (KLAC) Q3 FY26 earnings call

KLA delivered strong Q3 FY26 results, driven by increased investment in leading-edge foundry/logic and high bandwidth memory, with AI serving as a core catalyst. The company raised its outlook for advanced packaging revenue and the overall wafer equipment market for 2026 and 2027, reflecting unprecedented demand visibility and strong customer engagement. KLA is focused on expanding capacity and support resources to meet this accelerating demand, while maintaining its disciplined capital allocation strategy.