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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Harlan Sur | JPMorgan | 15 questions · 0% challenging |
| Tim Arcuri | UBS | 15 questions · 47% challenging |
| Joe Quatrochi | Wells Fargo | 14 questions · 0% challenging |
| CJ Muse | Cantor Fitzgerald | 14 questions · 0% challenging |
| Krish Sankar | TD Cowen | 11 questions · 18% challenging |
| Tom O'Malley | Barclays | 10 questions · 10% challenging |
| Vivek Arya | Bank of America | 10 questions · 10% challenging |
| Chris Caso | Wolfe Research | 9 questions · 0% challenging |
| Charles Shi | Needham | 9 questions · 11% challenging |
| Shane Brett | Morgan Stanley | 9 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 15 questions · 47% challenging |
| JPMorgan | 1 analyst | 15 questions · 0% challenging |
| Cantor Fitzgerald | 1 analyst | 14 questions · 0% challenging |
| Wells Fargo | 1 analyst | 14 questions · 0% challenging |
| TD Cowen | 2 analysts | 13 questions · 15% challenging |
| Bank of America | 2 analysts | 12 questions · 8% challenging |
| Morgan Stanley | 2 analysts | 10 questions · 0% challenging |
| Barclays | 1 analyst | 10 questions · 10% challenging |
KLA posted Q3 FY2026 (March quarter) revenue of $3.415 billion, up 11% year-over-year and 4% sequentially, with non-GAAP EPS of $9.40 as AI-driven semiconductor demand accelerated. Advanced packaging revenue acceleration continued, and process control market share gains expanded across the portfolio. The WFE market outlook strengthened to $140B+ for calendar 2026, with the services business growing 16% to $775 million. DRAM pricing headwinds persisted on gross margins, and China market moderation reflected trade restriction impacts. The June quarter was guided to $3.575 billion.
Demand | Competitive Dynamics | Capex Investment | Innovation & R&D | Revenue Growth | Trade Tariffs | Margin | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 11 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q2 | 10 | 8 | 2 | 4 | 9 | 5 | 1 | |
| 2025Q3 | 6 | 3 | 4 | 5 | 4 | 6 | 4 | 3 |
| 2025Q4 | 9 | 6 | 2 | 7 | 3 | 3 | 1 | |
| 2026Q1 | 12 | 8 | 7 | 7 | 2 | 3 | 2 | |
| 2026Q2 | 11 | 9 | 4 | 4 | 4 | 3 | 2 | 3 |
| 2026Q3 | 8 | 5 | 9 | 2 | 7 | 1 | 2 | 3 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 11 | 10 | 6 | 9 | 12 | 11 | 8 |
| Competitive Dynamics | 1 | 8 | 3 | 6 | 8 | 9 | 5 |
| Capex Investment | 3 | 2 | 4 | 2 | 7 | 4 | 9 |
| Innovation & R&D | 1 | 4 | 5 | 7 | 7 | 4 | 2 |
| Revenue Growth | 9 | 4 | 3 | 2 | 4 | 7 | |
| Trade Tariffs | 1 | 5 | 6 | 3 | 3 | 3 | 1 |
| Margin | 1 | 1 | 4 | 1 | 2 | 2 | 2 |
| Supply Chain | 3 | 3 | 3 |
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q3 in brief
KLA posted Q3 FY2026 (March quarter) revenue of $3.415 billion, up 11% year-over-year and 4% sequentially, with non-GAAP EPS of $9.40 as AI-driven semiconductor demand accelerated.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for KLA Corporation (KLAC), FY2026 Q3: 7/10. Scores: KLA Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: KLAC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.84B | +18.5% | $0.70 | +29.6% | 59.6% | 39.4% | 33.3% | $935M |
| FY2025 Q2 | $3.08B | +23.7% | $0.61 | +43.2% | 60.3% | 40.4% | 26.8% | $757M |
| FY2025 Q3 | $3.06B | +30.0% | $0.82 | +84.2% | 61.6% | 42.5% | 35.5% | $987M |
| FY2025 Q4 | $3.17B | +23.7% | $0.91 | +46.6% | 62.0% | 42.6% | 37.9% | $1.06B |
| FY2026 Q1 | $3.21B | +13.0% | $0.85 | +20.8% | 61.3% | 41.7% | 34.9% | $1.07B |
| FY2026 Q2 | $3.30B | +7.2% | $0.87 | +41.6% | 61.4% | 41.3% | 34.7% | $1.26B |
| FY2026 Q3Selected | $3.42B | +11.5% | $0.91 | +11.5% | 61.1% | 41.2% | 35.2% | $622M |
| FY2026 Q4 | $3.66B | +15.2% | $1.04 | +14.8% | 61.4% | 42.5% | 37.3% | $817M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +11.5% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What KLAC and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Intel was public about increasing their metrology usage as you heard on their call.”
KLA notes Intel publicly discussed increasing its metrology usage to lift yield on existing capacity, a positive process-control demand signal and a sign of Intel investing in prior-node output.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KLAC KLA Corporation | 7 | +11.5% | |
| ADI Analog Devices | 9 | +30.4% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 5 | -2.1% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| CRDO Credo Technology Group Holding Ltd | 10 | +201.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +22.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 10 | +73.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +35.1% | |
| TXN Texas Instruments | 9 | +18.6% |