KLA Corporation - September 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

KLA 1FQ25: positive 2025 outlook, but expectations and valuation are f...

KLA reported 1FQ25 last night.

The Tech Infrastructure Quarterly Bible 2Q24

We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

KLA Corporation - June 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Hexagon AB - Mergers & Acquisitions (M&A), Partnerships & Alliances

Summary Marketline's Hexagon AB Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Hexagon AB - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer...

Bible 2Q24 – Semicap: Recovering growth offset by China normalizing.

Today, we are publishing the Semicap Equipment section of our 24th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, PCs, Enterprise IT, and Ride sharing & Delivery. Semicap equipment revenues were up 6% QoQ, wit...

Cloud revenues re-accelerating, capex beat, EVs & auto semis weak, mem...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 31 names we followed last week

KLA 4FQ24: Best positioned in the recovery with the highest exposure t...

The Tech Infrastructure Quarterly Bible 1Q24

We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

KLA Corporation - March 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Hexagon AB - Company Profile and SWOT Analysis

Summary Hexagon AB - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Hexagon AB (Hexagon) is a provider of information technologies that drive productivity and quality across geospatial and industrial enterprise applications. The company offers sensor solutions, software solu...

KLA, LAM, AMAT, ASML, TEL model updates post 1Q24

Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expe...

Today, we are publishing the Semicap section of our 23rd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, and Ride sharing & Delivery. Semicap equipment revenues were in line wi...

Tesla portfolio expansion; cloud revenues and capex accelerating; time...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.

KLA 3FQ24: Gradual recovery on track, positive 2025 outlook. Maintain ...

KLA reported 3FQ24 last night.

Chinese WFE imports down 17% in 1Q24. Our quick take.

Chinese customs released data on monthly WFE imports this morning.

Semicap and the AI cycle: How does the HBM boom impact WFE spending?

As part of our recent series of research on the deployment of AI datacenter clusters, we published an initial view on how the AI boom would affect WFE spending. We are updating our estimates today, to account for higher HBM (High Bandwidth Memory) content than we initially expected.

Chinese WFE spending: steep decline in February. Risk of a 1Q24 miss?

Chinese customs released data on monthly WFE imports this morning.

The Tech Infrastructure Quarterly Bible 4Q23

We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides: