{
  "docId": "019de513-776f-750e-bad5-9e1451563c27",
  "docSlug": "4e05ceba642a850531e6035ce4709fcb",
  "documentTitle": "KLA | Investor Day Presentation Deck | 142 slides",
  "authorId": "kla",
  "authorName": "KLA",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-06-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 116,
  "pageCount": 120,
  "prevPage": 115,
  "nextPage": 117,
  "slideType": "other",
  "function": "illustrate_case",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "The slide uses a combination of performance benchmarking, a process-oriented 'Time Fence' chart, and a categorization table for supply chain components.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019de513-776f-750e-bad5-9e1451563c27/116",
  "deckHref": "/decks/019de513-776f-750e-bad5-9e1451563c27",
  "deckJsonHref": "/decks/019de513-776f-750e-bad5-9e1451563c27.json",
  "deckAnchorHref": "/decks/019de513-776f-750e-bad5-9e1451563c27#slide-116",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.05,
        "y": 0.55
      },
      "kind": "chart",
      "text": "Time Fence",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "916c56f8-6673-4e55-a525-d1c66eb9eb2b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.45,
        "x": 0.05,
        "y": 0.135
      },
      "kind": "chart",
      "text": "Revenue Growth Versus Semi Cap Peers",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dc41f589-a617-49fc-8841-445d74dd6a2c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.03,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: KLA Analysis, June 2022",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "643d5602-4367-4958-9047-dfe0fe566e50",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "source-note",
      "text": "Source: FactSet, Consensus as of 6/8/22 | 1Semi Cap Peers include: AMAT, ASML, LRCX",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e1adb153-93b5-47ae-9bfd-f9d33ebad6f2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.45,
        "x": 0.52,
        "y": 0.2
      },
      "kind": "table",
      "text": "Component Types and Parts Category",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3079d0ee-da1c-46fb-87e9-3f6c1e69440a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "Case Study: Strategic Supply Chain Sourcing",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "656a9143-df32-46d0-95a2-56d8aeea69ec",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 142,
      "from": 81,
      "beatId": "85ddd6a3-4565-4830-b53b-652b580d8d3f",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Action",
      "beatSlug": "monroes-sequence-action",
      "evidence": "The deck concludes with a call to action, highlighting KLA's long-term target model, capital return strategy, and track record of strong profitability.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 120,
      "from": 8,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "7f47b633-24ac-444c-9ab0-c06ad9addaca",
      "evidence": "The deck uses multiple 'before-after' slides to demonstrate KLA's growth and progress.",
      "position": 0,
      "objective": "Highlighting KLA's progress and growth",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 0.8,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    },
    {
      "to": 119,
      "from": 109,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "d538c5d4-bb2a-4eaf-86a3-74ba02d02e75",
      "evidence": "The deck presents case studies and metrics demonstrating KLA's return on investment.",
      "position": 1,
      "objective": "Showcasing KLA's return on investment",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.7,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}