{
  "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": 25,
  "pageCount": 120,
  "prevPage": 24,
  "nextPage": 26,
  "slideType": "before_after",
  "function": "present_framework",
  "density": "overcrowded",
  "nDataPoints": 21,
  "notes": "The slide uses a historical timeline to frame the evolution of the company's business environment.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de513-776f-750e-bad5-9e1451563c27/25",
  "deckHref": "/decks/019de513-776f-750e-bad5-9e1451563c27",
  "deckJsonHref": "/decks/019de513-776f-750e-bad5-9e1451563c27.json",
  "deckAnchorHref": "/decks/019de513-776f-750e-bad5-9e1451563c27#slide-25",
  "components": [
    {
      "bbox": {
        "h": 0.5,
        "w": 0.9,
        "x": 0.05,
        "y": 0.3
      },
      "kind": "chart",
      "text": "Stacked bar chart showing revenue from CY02 to CY22E",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1eb3a366-c0d1-4570-a7ae-768079bff9e1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.2,
        "x": 0.39,
        "y": 0.3
      },
      "kind": "list",
      "text": "PC + Mobile Era: Reduced cyclicality, Emergence of foundry, Customer & Semi Cap consolidation, Capital intensity declining",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "22a13853-dd2c-4489-a9a3-47906e1e8105",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.2,
        "x": 0.12,
        "y": 0.4
      },
      "kind": "list",
      "text": "PC Era: PC driven boom-bust cycles, Fragmented supply, Fragmented Semi Cap market, Capital intensity declining",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "58c28c41-9331-45d9-b77c-0a77f7dbe6cb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.25,
        "x": 0.7,
        "y": 0.18
      },
      "kind": "list",
      "text": "Digitization Era: Diversified semi markets, Datacenter and cloud expansion, Automotive electrification, COVID-19 accelerated digitization, AI & 5G, China & regionalization, Capital intensity increasing",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a2c295d4-4d4c-4680-9bb9-b2c00e6b72a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.03,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: KLA filings and consensus estimate for CY22 as of 6/9/22",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f037ed8f-7f37-4d9f-820b-06373abf7a06",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 1,
        "x": 0,
        "y": 0.9
      },
      "kind": "title",
      "text": "Revenue growth drivers are more diversified and have expanded significantly",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "398a9bc1-548c-4ace-a1af-bcdadab8a0d0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "KLA's Revenue Growth is Accelerating into the Digitization Era",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ebfde4df-0df6-4067-93ec-d2bec9081652",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "6c2876ca-bc8e-411a-a129-2f52a2d8824a",
      "evidence": "list/bullet: Digitization Era: Diversified semi markets, Datacenter and cloud expansion, Automotive electrification, COVID-19 accelerated digitization, AI & 5G, China & regionalization, Capital intensity increasing; list/bullet: PC + Mobile Era: Reduced cyclicality, Emergence of foundry, Customer & Semi Cap consolidation, Capital intensity declining; list/bullet: PC Era: PC driven boom-bust cycles",
      "confidence": 0.7
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "207da6fd-9c3a-4fc1-95dd-c72ca93c0fa4",
      "evidence": "chart/bar-stacked: Stacked bar chart showing revenue from CY02 to CY22E",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "before-after-framing",
      "slug": null,
      "matchId": "ee492e32-be70-4329-b1d8-0d8011c70c5e",
      "evidence": "The slide segments history into three distinct eras to show evolution and growth acceleration.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 80,
      "from": 21,
      "beatId": "cd7a7548-0c5e-4aec-bc98-9384ca3ec1b6",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Satisfaction",
      "beatSlug": "monroes-sequence-satisfaction",
      "evidence": "The deck showcases KLA's solutions, innovation, and collaboration, demonstrating satisfaction of the need for sustainable outperformance.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "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"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}