KLA · conference-presentation
KLA | Investor Day Presentation Deck | 124 slides
120 pages · 5 arc beats · 2 loops
KLA | Investor Day Presentation Deck | 124 slides
KLA · 2019-09 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 29 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits — 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides — 0/3 slides
Solution 7 slides 100% 7/7 slides 100% 7/7 slides · 38 hits — 0/7 slides
57.1% 4/7 slides · 5 hits 57.1% 4/7 slides 100% 7/7 slides — 0/7 slides
Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 16 hits — 0/4 slides
50% 2/4 slides 25% 1/4 slides 100% 4/4 slides — 0/4 slides
Product 13 slides 100% 13/13 slides 100% 13/13 slides · 73 hits — 0/13 slides
84.6% 11/13 slides · 12 hits 53.8% 7/13 slides 100% 13/13 slides — 0/13 slides
Team 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits — 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides — 0/2 slides
Slide inventory
120 every slide · same image gating as the playbook
06
The chart uses a line graph to show revenue growth over time, with vertical shading to denote distinct technological eras (PC, Network, Internet, Mobile, Data).establish_context
Open slide detailBeat · Problem
07
The slide uses a 5-column grid structure to map trends and industries to specific business drivers for KLA.establish_context
Open slide detailBeat · Problem
08
The slide uses a combination of a data table and three donut charts to summarize company profile.summarize
Open slide detailBeat · Problem
09
The slide uses a three-circle Venn diagram to show the interconnectedness of corporate purpose.present_framework
Open slide detailBeat · Solution
10
The slide uses a three-column layout to categorize CSR efforts.summarize
Open slide detailBeat · Solution
13
The slide uses a combination of a process diagram (left) and a line chart (right) to link operational strategy to market outcomes.summarize
Open slide detailBeat · Solution
14
The slide uses a chevron process graphic to illustrate strategic pillars and a bar chart to show financial commitment.analyze_data
Open slide detailBeat · Solution
16
The slide uses a bar chart to demonstrate employee retention as a key performance indicator of their culture.summarize
17
The slide uses a sidebar for key metrics and a main body for strategic pillars.establish_context
18
The circular diagram represents the operating model's core values, while the list on the right details the operational execution pillars.present_framework
19
The slide uses a 2x4 grid of rounded rectangles to present strategic pillars.summarize
20
The slide uses a timeline framework to demonstrate long-term growth strategy through M&A.illustrate_case
22
The slide uses a matrix to segment market opportunities by technology area and process type, with a specific callout for the $2.0B SAM increase from the Orbotecsize_opportunity
Open slide detailBeat · Market Size
28
The slide highlights market dominance and maps specific product categories to technical capabilities.summarize
Open slide detailBeat · Product
30
The slide uses a waterfall bridge to explain revenue growth drivers.show_valuation_bridge
Open slide detailBeat · Product
31
The slide uses a two-part structure: top section for market drivers (mega trends/industries) and bottom section for KLA's technical response (inflections/readinpresent_solution
Open slide detailBeat · Product
32
Uses concentric circles to represent revenue within total SAM.size_opportunity
Open slide detailBeat · Product
33
The slide uses a circular diagram in the top right to represent the KLA Operating Model, which is then broken down into three distinct strategic pillars below.present_framework
Open slide detailBeat · Product
34
The slide uses a matrix structure to contrast 'Today' vs 'Future' technologies across 'Mask' and 'Wafer' domains.present_solution
Open slide detailBeat · Product
35
Uses a process flow diagram at the top and a background-solution-outcome structure below.illustrate_case
Open slide detailBeat · Product
37
Uses a before-after-bridge structure to frame the problem, solution, and resulting opportunity.present_solution
Open slide detailBeat · Product
38
The slide uses a waterfall-bridge structure to explain revenue growth drivers.show_valuation_bridge
Open slide detailBeat · Product
45
Uses a classic before-after-bridge structure to show the impact of the operating model.illustrate_case
47
The slide uses a Venn-style circle diagram to show served market vs total market, and a comparison table for segment dynamics.size_opportunity
Open slide detailLoop · Cost Of Inaction
48
The slide uses a 2x3 grid of colored boxes to categorize strategic advantages.present_framework
49
The circular diagram in the top right represents the KLA Operating Model, which includes values like 'Perseverance', 'Drive to Be Better', 'High Performance Teapresent_framework
50
The slide uses a process-flow structure to demonstrate value alignment.present_solution
52
The slide uses a circular process diagram for the evolution phases and a stacked bar chart for the installed base growth.present_framework
53
The chart illustrates a long-term upward trend with a minor dip in 2009.analyze_data
54
The chart shows a bridge from $1.1B to $1.5B through three growth segments.show_valuation_bridge
58
The slide uses a combination of a data table for key stats and two donut charts for revenue segmentation.summarize
60
Includes a timeline of acquisitions and JVs, a bar chart of revenue, and a product portfolio overview.analyze_data
61
The slide uses a combination of a bar chart for revenue, an icon grid for product offerings, and a timeline for M&A history.analyze_data
62
Includes a timeline of acquisitions and JVs, and a bar chart showing revenue growth.analyze_data
64
The slide uses a central image of a smartphone to anchor the manufacturing processes for three key component categories.illustrate_case
65
The slide uses a central car image as a hub to connect three business segments (PCB, FPD, Semiconductor) to their respective applications.present_solution
66
The slide uses a split-header layout to categorize trends vs industries, with bulleted details for each.establish_context
67
The slide uses a visual representation of market growth (concentric circles) alongside a detailed data table and bulleted strategic initiatives.size_opportunity
68
The circular diagram in the top right is the KLA Operating Model, which serves as the foundational framework for the three pillars presented below.present_framework
69
Uses a before-after-bridge structure to connect historical background to solution implementation.illustrate_case
70
Uses a before-after-bridge structure to show how market conditions led to a solution and subsequent revenue growth.illustrate_case
71
The slide uses a horizontal axis representing feature size (10um to 0.1um) to categorize market segments.size_opportunity
72
The matrix highlights 'Opportunity Areas' with dashed borders, indicating where KLA can expand its presence.propose_solution
74
The slide uses a combination of a list-based opportunity framework and a case study box for realized savings.present_solution
75
The chart illustrates a revenue bridge from a base of ~$1.0B in 2019E to $1.4B-$1.5B in 2023E, with contributions from SPTS and PCB/Component/Display segments.show_valuation_bridge
81
The slide uses a combination of a visual representation of vehicle electronics, a high-profile CEO quote, and key quantitative metrics to justify the strategic establish_context
82
The slide uses a three-column layout for the automotive trends and a bottom row for component categories.establish_context
83
The chart uses a dashed line to indicate the industry average CAGR of 4.9%.analyze_data
84
The slide uses a stepped, upward-trending visual to represent progress over time.plan_implementation
86
The slide uses a causal link (arrow) between the problem (failure sources) and the solution (KLA opportunities).diagnose_problem
87
The slide contrasts legacy AEC screening with a new multi-layered KLA approach.present_framework
92
Uses a before-after framing to contrast core operational constants with new strategic growth initiatives.frame_situation
93
The chart illustrates both total revenue growth and the changing composition of revenue streams over time.analyze_data
94
The slide uses a consistent four-column layout, each containing a bar chart and a list of strategic drivers.analyze_data
95
The slide uses two line charts to compare financial performance metrics over a decade.compare_peers
96
The chart uses a dual-axis approach to show absolute dollar values for expenses and a percentage trend line.analyze_data
97
The slide uses a grid layout to map product names to their launch years.summarize
Open slide detailLoop · Maturity Curve
98
The chart uses a single axis for both revenue and R&D investment, visually implying a direct correlation between the two metrics.compare_peers
Open slide detailLoop · Maturity Curve
99
The slide uses a dual-axis combo chart (bar for ASP, line for margin) to demonstrate ROI.analyze_data
Open slide detailLoop · Maturity Curve
100
The slide uses a stacked bar chart to illustrate cost structure changes over a decade, followed by a callout box summarizing the outcomes.analyze_data
Open slide detailLoop · Maturity Curve
101
The slide uses a bar chart to show debt reduction and tables to summarize financial position, bond maturity, and credit ratings.summarize
102
The slide uses a dual-panel layout comparing capital allocation percentages across two time periods and a historical dividend growth chart.analyze_data
103
The central diagram is a circular process flow representing strategic filters.present_framework
104
The table uses a color-coded checkmark system to indicate performance against specific metrics.analyze_data
105
The slide uses a horizontal timeline structure to map specific cost-saving initiatives to their target achievement dates.plan_implementation
107
The slide uses a before-after structure to explain the evolution of revenue growth targets from 6-8% to 7-9%.analyze_data
108
The chart uses a waterfall bridge format to show the transition from a base year to a target year.show_valuation_bridge
109
The table uses a purple-themed color scheme to highlight the highest revenue scenario column.analyze_data
110
The slide uses a chevron-based layout to present key financial metrics alongside their corresponding long-term framework and underlying assumptions.summarize
113
Includes a circular diagram representing the 'KLA Operating Model' with five core values.summarize
116
The table provides a detailed breakdown of adjustments including acquisition-related charges, restructuring, and merger-related charges.analyze_data