{
  "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": 39,
  "pageCount": 120,
  "prevPage": 38,
  "nextPage": 40,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "HVM stands for High Volume Manufacturing. The chart shows a clear upward trend in both R&D and HVM spending.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de513-776f-750e-bad5-9e1451563c27/39",
  "deckHref": "/decks/019de513-776f-750e-bad5-9e1451563c27",
  "deckJsonHref": "/decks/019de513-776f-750e-bad5-9e1451563c27.json",
  "deckAnchorHref": "/decks/019de513-776f-750e-bad5-9e1451563c27#slide-39",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.6,
        "x": 0.08,
        "y": 0.18
      },
      "kind": "chart",
      "text": "Revenue Spend by Top 5 Customers for R&D and HVM",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "17b205d6-05bd-48eb-99da-4d0e47f60096",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.75,
        "y": 0.2
      },
      "kind": "list",
      "text": "Customers investing more in R&D and even more in HVM; Customer R&D intensity increasing due to complexity; Customer HVM intensity increasing due to smaller process margins and growing design starts",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2ee7d36-06cb-40de-bcc5-a50af57a6dd5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.03,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "KLA representative data shown for Gen4/Gen5 optical inspection",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d35096f4-c81f-4497-9b0b-ab2c835419da",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 1,
        "x": 0,
        "y": 0.85
      },
      "kind": "title",
      "text": "HVM adoption will continue to be a significant growth driver going forward",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9938517a-fab0-4920-847b-bf1222298b86",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "Consistent R&D and Increasing HVM Investment",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1f21b0d2-a0bc-4590-8b71-d4bc795c71f3",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "ecbb1bb0-2df8-47f1-9a7d-b3597d1da6f9",
      "evidence": "chart/bar-stacked: Revenue Spend by Top 5 Customers for R&D and HVM",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "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
}