Onto Innovation Inc.
ONTOQ1 2023(ONTO Q4 FY2022)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$1.5B
AI Revenue (Q)
$0
Total Revenue (Q)
$250.6M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 revenue was $253.3M (derived: annual $1,005.2M minus 9-month $751.9M). Full-year revenue increased 27% vs. FY2021, driven by memory customers in advanced nodes and OSAT customers in specialty device/advanced packaging. 10-K mentions October 2022 China export controls impact. No AI-specific demand drivers mentioned. AI revenue estimated at 0%.
Analyzed by claude-opus-4-6
Quoted Figures
Full-year revenue $1,005,183K; increase driven by 'increase in sales to memory customers in advanced nodes applications and OSAT customers in specialty device and advanced packaging applications'
10-K for fiscal year ended December 31, 2022, Item 7 MD&A
Full-year Systems and software $865,707 (86%), Parts $84,266 (8%), Services $55,210 (6%)
10-K for fiscal year ended December 31, 2022, Segment Note
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