KLA Services Update
Brian Lorig, EVP Global Services and Support
November 18, 2025
KLA Services delivers value for customers and investors
1
Strong customer value proposition: partner with customers to maximize the value of their Fab
2
Uniquely positioned to support High Complexity, High Mix, Lower Volume, Long-Lived installed base
3
Evolving data and analytics platform: moving Services' delivery from reactive to predictive
4
Proven Operating Model powers scale, efficiency and durability - underpinning a culture of collaboration, innovation, and execution
5
Industry-leading service model with >75% of revenue coming from multi-year, subscription-like service contracts; driving long-term 12-14% CAGR, up from 9-11% previously
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KLA Services at a Glance1
>$2.5B
2024 Revenue
>99%Purity of Reported Services Revenue2
>75%Subscription-Like Service Contracts
>95%Renewal Rate
>3 yrLength of Service Contract
4.5xRevenue Growth Over Install Base Growth Rate
23%12 - 14% CAGR (through 2026E) up from 9 - 11%
of KLA revenue from Services
>4,000Customer facilities
>260,000Spare parts / assemblies
>5,000Customer service engineers
>250,000Service calls
53Quarters of consecutive YoY growth
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1KLA Services at a Glance numbers reflect CY24 actuals
2As of 4/2022 - Purity defined as revenue only derived from installed base support, such as service contracts and break/fix service offerings; does not include upgrades, refurb tools, etc.
KLA Services is well positioned to support industry drivers
AI and Data Centers | Mobile | Automotive | PC/Tablet |
Leading-Edge Development
Develop, ramp & transfer new technology to high volume manufacturing
New product introduction & service solutions maximize uptime of KLA tools
Customers accelerate transitions to high volume manufacturing
High-Volume
Leading-Edge
Manufacturing
Maximize good wafers out
at lowest possible cost
Optimized production monitoring while reducing customer cost of ownership
Customers achieve higher yield, at lower costs, through predictable system availability
High-Volume Legacy Node
Manufacturing
Maximize good wafers out at lowest possible cost
Lifecycle management through fab optimization, enhancements & services
Customers extend the useful
life of their KLA assets
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Power of the KLA portfolio: high mix, high complexity, lower volume
1000s
chambers
per fab
High Mix High Complexity Lower Volume
BBP
RAPID
e-Beam LS
SWIFT
OMD
Surfscan ADE
SensArray Instruments
FaST
PCB
100s
tools per fab
SPTS ICOS ECI Frontline
Creates high barrier to entry for service
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KLA Services team and offerings provide differentiated value
Partnering with Customers to Maximize the Value of their KLA Assets
Product
Support
Learning & Knowledge Services
Engineering
Marketing
and Sales
Parts and
Logistics
Customer Support Engineers
Comprehensive Offerings
▪
▪
▪
▪
▪
Subscription-like Services
Training
Software Applications Fleet Optimization Predictive Maintenance
Ramp Management and Installation
Enhancements and Upgrades
Lifecycle Management
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Talent & culture underpin KLA Services execution
Install & Support
Technical Training Services
Regionalized Customer Experience
Parts and Logistics
Engineering
Customized Service Outcome
Services Foundation
Depth
Experience
Education
>5,000 Services employees
>8 yrs
Average tenure of KLA
Services employees
>4M Labor hours in 2023
Comprehensive 9-18 month training process per tool to develop expertise
Quick access to global network of 260,000+ spare parts
Customer Service Engineers (CSEs) access to KLA global network of experts
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Services supports the longevity of installed base
Highlights
Class represents the year the product was introduced
>50% of our installed base is older than 18 years old
Customers continue to utilize tools in production long after full depreciation (2-3 times)
Installed base units
CY95
CY96
CY97
CY98
CY99
CY00
CY01
CY02
CY03
CY04
CY05
CY06
CY07
CY08
CY09
CY10
CY11
CY12
CY13
CY14
CY15
CY16
CY17
CY18
CY19
CY20
CY21
CY22
CY23
CY24
1989 and Before 1990 1995 2000 2005 2010 2015 2020 2025
Long life drives extended customer value and service durability
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Chart includes ECI
A product line is assigned to a class based on its "intro year" which is defined as it's 5th install end date
The KLA Operating Model drives resiliency across our services
Consistent Strategy and Execution
Application of common processes and discipline
Cascades throughout the organization
Strong focus on talent development
Management by Metrics
Culture of performance and accountability
Expectation of continuous improvement
Superior margins driven by market leadership and differentiation
Financial Discipline and Rigor
Exert efficiency and operating discipline in our investments
Strong track record of high returns
Focused on enhancing shareholder value
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KLA Corporation published this content on November 18, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 20, 2025 at 04:31 UTC.
