KLAC · News · 20261102N
Guidance / Outlook
KLA CORP · 2026-11-02 · Importance 75 · Surprise 76 · No source text
A November 2 report said KLA’s October 28 release projected December-quarter revenue of $4.7 billion, plus or minus $200 million, implying approximately 13.5% sequential growth from September-quarter revenue of $4.14 billion. The company forecast adjusted gross margin of 62.5%, plus or minus one percentage point. The report described the margin forecast as a key test as revenue expands.
Key facts
- KLA projected December-quarter revenue of $4.7 billion, plus or minus $200 million, implying roughly 13.5% sequential growth from September-quarter revenue of $4.14 billion. source
- KLA forecast adjusted gross margin of 62.5%, plus or minus one percentage point, for the December quarter. source
- KLA issued optimistic Q2 guidance driven by AI-related semiconductor demand. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +3.5% | KLA projected December-quarter revenue of $4.7 billion, plus or minus $200 million, implying roughly 13.5% sequential growth from… |
| margin | unclear | committed | — | KLA forecast adjusted gross margin of 62.5%, plus or minus one percentage point, for the December quarter. |