KLA Reports Record Q4 Revenue of $3.66 Billion Amid Strong AI Infrastructure Demand
KLA Corporation (NASDAQ:KLAC) reported record revenue for its June quarter, reaching $3.66 billion—up 7% sequentially and 15% year over year. The company attributed the growth to increased demand driven by artificial intelligence infrastructure development, advanced packaging technologies, high-bandwidth memory production, and leading-edge logic manufacturing. Non-GAAP diluted earnings per share were reported at $1.50, with a gross margin of 62.4%. KLA also raised its full-year wafer equipment market outlook to the low-$150 billion range and expects second-half revenue growth of about 20% compared to the first half. The company forecasts September-quarter revenue between $3.8 billion and $4.2 billion, with a backlog expected to reach approximately $12.5 billion. KLA returned $876 million to shareholders in Q4 through share repurchases and dividends, bringing total shareholder returns over the past 12 months to $3.3 billion.
Tickers: $KLAC
Topics: advanced_packaging ai_infrastructure revenue_growth semiconductors