The chart below shows how KLIC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KLIC sees a +0.40% change in stock price 10 days leading up to the earnings, and a +3.46% change 10 days following the report. On the earnings day itself, the stock moves by -1.52%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Revenue and EPS Results: We delivered revenue of $181.3 million and non-GAAP EPS of $0.34.
Positive Announcements Overview: We made several positive announcements regarding a high-potential foundry win, our Copper First hybrid bonding process, which we expect will reach a three micron pitch, and also an expansion of shareholder return initiatives.
Fluxless Thermo-Compression Leadership: Our leadership in Fluxless Thermo-Compression continues to grow.
Global TCB Sales Milestone: We have a global TCB install base of over 100 systems and are approaching $200 million of cumulative TCB sales.
Revenue and Gross Margin Outlook: We expect revenue of approximately $165 million, plus or minus $10 million, with gross margins of 47%.
Negative
Revenue Decline Analysis: Revenue decreased to $181.3 million, indicating a decline compared to previous quarters.
Operating Expenses Analysis: Non-GAAP operating expenses exceeded expectations, primarily due to foreign exchange impacts and year-end accrual adjustments.
Net Income Tax Benefit: The company reported a net income tax benefit of $2 million, largely due to a $6.5 million tax benefit from a U.S. tax court case, which reduced prior transition tax.
Semiconductor Revenue Decline: General semiconductor revenue decreased sequentially, primarily due to strong June quarter TCB revenue stemming from shipment schedules and revenue recognition timelines, creating quarter-to-quarter variability.
Revenue and Expense Projections: The company anticipates a revenue range of approximately $165 million, plus or minus $10 million, with expected non-GAAP operating expenses of $70.5 million, plus or minus 2%.
Kulicke and Soffa Industries, Inc. (KLIC) Q4 2024 Earnings Call Transcript
KLIC.O
0.05%