Onto Innovation Inc.
ONTOQ3 2022(ONTO Q2 FY2022)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$1.4B
AI Revenue (Q)
$0
Total Revenue (Q)
$250.6M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2022 revenue was $256.3M. Revenue was driven by sales to memory customers in advanced nodes and OSAT customers in specialty device and advanced packaging applications. No AI-specific demand mentioned. Top customers: SK Hynix (17% of H1), TSMC (15%), Samsung (11%). No AI advanced packaging ramp yet. AI revenue estimated at 0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $256,310K for three months ended July 2, 2022
10-Q filed for period ending July 2, 2022
Systems and software $220,786 (86%), Parts $22,756 (9%), Services $12,768 (5%)
10-Q filed for period ending July 2, 2022, Note 15
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.
Inspection systemsOptical metrology systemsLithography systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix