KLA Corporation
KLACQ4 2024(KLAC Q1 FY2025)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$11.2B
AI Revenue (Q)
$306.3M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
KLA does not disclose AI-specific revenue. In the Jul-Sep 2024 quarter, total revenue was $2,842M, up 18.6% year-over-year, with strong growth driven by advanced logic and memory demand for AI applications. KLA entered a collaborative development arrangement during this quarter to develop and commercialize a new product, though AI-specificity is not confirmed. AI-related WFE spending was estimated at 15-20% of total industry WFE by this period. KLA has above-average exposure to leading-edge, but also has significant non-AI revenue from trailing-edge, auto/industrial, and services. Conservative estimate: ~10% of $2,842M = ~$284M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $2,841,541 thousand (Product $2,197,389; Service $644,152) for three months ended September 30, 2024
Condensed Consolidated Statements of Operations, 10-Q Sep 2024
During the quarter ended September 30, 2024, we entered into a joint development arrangement within the scope of ASC 808 to develop and commercialize a new product.
Note 1, 10-Q Sep 2024
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
39xx Series wafer inspectionC30x Series inspectionSpectraShape metrologyArcher overlay metrologyAxion metrology
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix