KLA QDec25- Revenue up 5% q/q and 17% y/y to $3.3B at 62.6% GM (60bps above guidance ); QMar will be $3.35B at 61.75% GM- CY25 revenue was a record $12.745B (+17% y/y) at 62.8% GM- Upgrades CY26 WFE guidance: core WFE to low $120B (from $110B in CY25); advanced packaging to $12B (from $11B); total mid-$130B range (low double-digit growth); similar to Lam- 1H26 revenue up mid-single digits vs 2H25; 2H26 will accelerate with high single to low double-digit h/h growthSource: Sravan Kundojjala