KLA (KLAC) Q2 FY25 earnings call

KLA delivered strong outperformance in calendar 2024, driven by leading-edge logic, high-bandwidth memory, and accelerating advanced packaging demand. The company anticipates continued growth in 2025, expecting to outperform the WFE market despite headwinds from U.S. export controls in China. KLA's strategic focus on process control intensity and innovative solutions positions it well for future technology ramps and sustained profitability.