KLA Corporation (KLAC) CFO Bren Higgins Hosts UBS Global Technology and AI Conference (Transcript) [Seeking Alpha]
KLA Corporation (KLAC)
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Follow Play Earnings Call KLA Corporation ( NASDAQ: KLAC ) UBS Global Technology and AI Conference December 4, 2024 12:15 PM ET Company Participants Bren Higgins - CFO Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri Good morning, we're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS and very pleased to have KLA. We have Bren Higgins with KLA. Very happy to have you. Thank you, Bren. Bren Higgins Thank you for having me. Question-and-Answer Session Q - Timothy Arcuri So first topic is, I wanted to talk about was export controls and you made a comment yesterday about there being $500 million impact. It sounds like that's incremental to what you said already. You said China would be down 15% year over year. It sounds like that sits on top of that. So can you go through some of the dynamics and sort of how you arrived at that number and what it includes? Bren Higgins Sure. So yesterday and based on new export
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KLAC
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- 10/30/24 - Beat
KLAC
Sec Filings
- 12/3/24 - Form 8-K
- 11/15/24 - Form 8-K
- 11/14/24 - Form 4
- KLAC's page on the SEC website