KLA Corp ($KLAC) Q2 2026 Earnings Call
... over to Kevin Kessle vice president of investor relations and market analytics please go ahead welcome to the December 2025 ...
Vice President of Investor Relations, Kla
Search every verified Kevin Kessel interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kevin Kessel, Vice President of Investor Relations and Market Analytics at KLA, has hosted the company's quarterly earnings calls, introducing CEO Rick Wallace and CFO Bren Higgins and guiding discussions on financial results and outlook. During the December 2025 call, Kessel presented a strengthened industry forecast for 2026, citing expectations for the core wafer fab equipment (WFE) market to grow to the low $120 billion range and advanced packaging to reach approximately $12 billion. He also noted the incremental impact of rising DRAM chip costs on the company's gross margin expectations, describing the pricing environment as "transitory" but likely to persist in the near term. In earlier calls, Kessel addressed the effects of export controls on KLA's revenue, estimating a calendar 2025 impact of approximately $500 million, with about 70% affecting the systems business. He also discussed the company's performance relative to WFE market conditions, noting that KLA has historically fared well in down years for WFE. Kessel has consistently highlighted the company's long-term growth trajectory and invited participants to KLA's Investor Day in New York, scheduled for March 12.
... over to Kevin Kessle vice president of investor relations and market analytics please go ahead welcome to the December 2025 ...
If you wanna have it on Spotify: https://open.spotify.com/episode/3zLS... Also available at Spotify for earnings Calls at BusinessCalls Podcast: https://open.spotify.com/show/6XbIp7s... Thanks for watching!
KLA Corporation $KLAC Q2 2023 Earnings Call Listen to the latest conference call between the company and financial analysts or investors as they discuss the company's financial performance. During the call, company executives, including the CEO and CFO, provide an overview of the financial results, discuss the company's performance and strategy, and answer questions from analysts and investors. Earnings calls are typically conducted via teleconference and are open to the public, although they may also be webcast or recorded and made available for later playback. Earnings calls provide an oppo…
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