Veeco Instruments (NasdaqGS:VECO) Q3 2025 Earnings Call November 05, 2025 05:00 PM ET Speaker0Greetings and welcome to the Veeco Q3 2025 earnings call. At this time, all participants are in a listen-only mode. The brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star then zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Alex Dela ...

Veeco Instruments Q3 2025 Financial Results Conference Call November 5th, 2025 Disclaimer No Offer or Solicitation This communication is not intended to and shall not constitute an offer to purchase or the solicitation of an offer to buy or sell any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdic ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 0-16244 VEECO INSTRUMENTS INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 11-2989601 (State or Other Jurisdiction of Incorp ...

EXHIBIT 99.1 A conference call reviewing these results has been scheduled for today, November 5, 2025 starting at 5:00pm ET. To join the call, dial 1-877-407-8029 (toll-free) or 1-201-689-8029. Participants may also access a live webcast of the call by visiting the investor relations section of Veeco's website at ir.veeco.com. A replay of the webcast will be made available on the Veeco website that evening. We will post an accompanying slide presentation to our website prior to the beginning of the call. VE ...

Third Quarter 2025 Highlights: Revenue of $165.9 million, compared with $184.8 million in the same period last yearGAAP net income of $10.6 million, or $0.17 per diluted share, compared with $22.0 million, or $0.36 per diluted share in the same period last yearNon-GAAP net income of $21.8 million, or $0.36 per diluted share, compared with $28.3 million, or $0.46 per diluted share in the same period last year PLAINVIEW, N.Y., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (Nasdaq: VECO) today annou ...

Supports Rapidly Growing GaN Device Market Driven by Demand for Power Efficiency for Data Center, Industrial, and Automotive ApplicationsPLAINVIEW, N.Y., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) announced today receipt of an order for a Propel®300 system from a major power semiconductor integrated device manufacturer (IDM) for gallium nitride (GaN) epitaxy on 300mm silicon (Si) wafers. This order cements Veeco’s position as a leader in 300mm MOCVD technology, building on years ...

公司订单与业务进展 - 公司获得来自一家领先专业晶圆代工厂的多项先进湿法处理和光刻系统订单 [1] - 这些系统将用于先进封装和硅光技术应用 支持包括人工智能、汽车、航空航天与国防以及通信在内的关键终端市场 [1] - 最近一批订单的交付计划于2026年第一季度开始 [1] 订单的战略意义与技术优势 - 新订单巩固了公司与领先客户的合作传统 旨在提供推动创新并满足半导体行业不断变化需求的关键技术 [2] - 订单凸显了公司作为可信赖合作伙伴的地位 能够支持人工智能、高性能计算和硅光技术等高增长市场的下一代器件制造 [2] - 公司的WaferStorm、WaferEtch和AP300™平台因其一流的工艺性能、独特的功能和较低的综合成本而被选中 [2] 产品技术与应用细节 - WaferStorm溶剂清洗系统为良率提升设定了行业标准 [2] - WaferEtch系统能够实现精确的互连和器件定义 从而提升性能 [2] - 公司的光刻系统支持下一代先进封装工艺 包括用于2.5D/3D封装的铜柱、倒装芯片凸点、扇出型晶圆级封装和高密度扇出型封装 [2] 公司业务概览 - 公司是一家创新的半导体工艺设备制造商 [3] - 其激光退火、离子束、金属有机化学气相沉积、单晶圆蚀刻与清洗以及光刻技术在先进半导体器件的制造和封装中扮演着关键角色 [3] - 凭借旨在优化性能、良率和综合成本的设备 公司在所服务的市场中占据领先的技术地位 [3]

PLAINVIEW, N.Y., Oct. 22, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) plans to release its third quarter 2025 financial results after the market closes on Wednesday, November 5, 2025. The company will host a conference call to review these results starting at 5:00 PM ET that day. To join the call, dial 1-877-407-8029 (toll-free) or 1-201-689-8029. Participants may also access a live webcast of the call by visiting Veeco's investor relations website at ir.veeco.com. A replay of the webcast ...

PLAINVIEW, N.Y., Oct. 14, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) today announced that a leading optical communications laser manufacturer placed an order for multiple Lumina™ metal organic chemical vapor deposition (MOCVD) systems. This order establishes Lumina™ as the customer’s production tool of record for indium phosphide (InP) epitaxy on both 4-inch and 6-inch wafers. The tools will be used to fabricate InP lasers for use in innovative optical communication solutions for the dat ...

升级评级 - 德意志银行将自助仓储房地产投资信托基金行业展望转为积极 并据此将Public Storage评级上调至买入 目标价325美元 将CubeSmart评级上调至买入 目标价45美元 [2] - 法国巴黎银行将Ciena评级上调至跑赢大盘 目标价从120美元上调至185美元 公司定位可从蓬勃发展的数据中心投资中受益 [3] - 高盛将雅诗兰黛评级上调至买入 目标价从76美元上调至115美元 公司基本面出现拐点 业务最快在9月当季恢复销售增长 [3] - BTIG将Palo Alto Networks评级上调至买入 目标价248美元 与七位联系人交流后对其增长目标实现更具信心 包括2026财年总营收增长14%和NGS ARR增长26% [4] - 法国巴黎银行将美光科技评级从跑输大盘直接上调至跑赢大盘 目标价从100美元大幅上调至270美元 公司完全认同高带宽内存作为可持续的独立增长载体 认为行业处于内存超级周期的早期阶段 [5] 下调评级 - 美国银行将英特尔评级下调至跑输大盘 目标价维持34美元 认为其近期800亿美元市值增长已过度反映其改善的资产负债表和外部代工潜力 但竞争前景仍面临挑战 包括缺乏明显的人工智能组合或策略 服务器CPU缺乏竞争力 以及剥离亏损制造业务的灵活性降低 [6] - 高盛将PayPal评级下调至卖出 目标价70美元 公司预计将在2026年面临多项交易利润率阻力 包括利率阻力和信贷产品重新加速增长的基数效应 [6] - 美国银行将德州仪器评级下调至跑输大盘 目标价从208美元下调至190美元 尽管认可其资产高质量和执行一致性 但认为全球关税引发的动荡可能抑制工业经济近中期需求改善 [6] - 美国银行将GlobalFoundries评级下调至跑输大盘 目标价维持35美元 公司虽无立即下跌的具体催化剂 但需要展示出比过去两年更快的毛利率改善和定价能力 [6] - 美国银行将Axcelis评级下调至跑输大盘 目标价从81美元上调至90美元 尽管认为其与Veeco Instruments的拟议合并整体积极 但大部分益处实现时间较远 近期上行空间有限 [6]