KPI data tables
KLA operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.
| Period | DRAM (including HBM) | NAND |
|---|---|---|
| Q4 FY2026 | 83 | 17 |
| Q3 FY2026 | 86 | 14 |
| Q2 FY2026 | 75 | 25 |
| Q1 FY2026 | 79 | 21 |
Source: KLA quarterly Letters to Shareholders, Semi Process Control systems-only mix within memory. Q1 FY2026 (29 Oct 2025): DRAM 79% of memory, NAND 21%. Q2 FY2026 (29 Jan 2026): DRAM 75%, NAND 25%. Q3 FY2026 (29 Apr 2026): DRAM 86%, NAND 14%. Q4 FY2026 (28 Jul 2026): DRAM approximately 83%, NAND 17%. Q4 FY2026 September-quarter guidance of DRAM approximately 90% / NAND 10% is outlook and is not in this series. Letter URLs in foundry-logic-vs-memory-systems-mix-quarterly.json. IR: https://ir.kla.com/
| Period | Foundry/Logic | Memory |
|---|---|---|
| Q4 FY2026 | 79 | 21 |
| Q3 FY2026 | 62 | 38 |
| Q2 FY2026 | 60 | 40 |
| Q1 FY2026 | 74 | 26 |
Source: KLA quarterly Letters to Shareholders, Breakdown of Revenue by Reportable Segments and End Markets. Mix is Semi Process Control systems-only for foundry/logic and memory semiconductor customers and does not fully reflect total Semiconductor Process Control systems revenue. Q1 FY2026 (ended 30 Sep 2025, reported 29 Oct 2025): 74% foundry/logic, approximately 26% memory. Q2 FY2026 (ended 31 Dec 2025, reported 29 Jan 2026): approximately 60% / 40%. Q3 FY2026 (ended 31 Mar 2026, reported 29 Apr 2026): approximately 62% / 38%. Q4 FY2026 (ended 30 Jun 2026, reported 28 Jul 2026): approximately 79% / 21%. Q1: https://d1io3yog0oux5.cloudfront.net/_40fbfb41c930dfbb7df71ca4f68b77ba/klatencor/db/1117/10596/letter_to_shareholders/KLA+Corporation+Letter+to+Shareholders+Q1+FY26.pdf. Q2: https://d1io3yog0oux5.cloudfront.net/_d3d9d685bb0c240938ba25fde0c950c8/klatencor/db/1117/10612/letter_to_shareholders/KLA+Letter+to+Shareholders+-+Q2+FY26.pdf. Q3: https://d1io3yog0oux5.cloudfront.net/_d3d9d685bb0c240938ba25fde0c950c8/klatencor/db/1117/10655/letter_to_shareholders/KLA+Shareholder+Letter+-+Q3+FY26.pdf. Q4: https://d1io3yog0oux5.cloudfront.net/_55e1afc68fb7aff7e97042284f4f7975/klatencor/db/1117/10668/letter_to_shareholders/KLA+Earnings+Shareholder+Letter+-+Q4+FY26.pdf. IR: https://ir.kla.com/
| Period | Services share of revenue |
|---|---|
| Q4 FY2026 | 22 |
| Q3 FY2026 | 23 |
| Q2 FY2026 | 24 |
| Q1 FY2026 | 23 |
Source: KLA quarterly Letters to Shareholders, major-products breakdown, Services as a percent of KLA revenue, plus Form 10-K year ended 30 Jun 2026. Q1 FY2026: $745 million, 23% of revenue, +16% YoY (29 Oct 2025 letter). Q2 FY2026: $786 million, 24%, +18% YoY (29 Jan 2026 letter). Q3 FY2026: $775 million, 23%, +16% YoY (29 Apr 2026 letter). Q4 FY2026: $820 million, 22%, +17% YoY (28 Jul 2026 letter). FY2026 10-K (accession 0000319201-26-000027): services approximately 23% of fiscal 2026 revenue; Services line $3,125.9 million vs $2,683.3 million in FY2025. Q4 FY2026 earnings call, 28 Jul 2026, CFO Bren Higgins: 80% of service revenue is contract-based; long-term service growth model 13% to 15%. 10-K: https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm. IR: https://ir.kla.com/