Veeco Instruments Inc. (NASDAQ:VECO) Q2 2021 Earnings Conference Call August 3, 2021 5:00 PM ET Company Participants Anthony Bencivenga – Investor Relations Bill Miller – Chief Executive Officer John Kiernan – Chief Financial Officer Conference Call Participants Tom O’Malley – Barclays Rick Schafer – Oppenheimer Patrick Ho – Stifel Mark Miller – The Benchmark Company David Duley – Steelhead Securities Gus Richard – Northland Operator Good day, and welcome to the Veeco Instruments Incorporated hosted Q2 2021 ...

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 June 30, 2021 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 Incorporati ...

Veeco Instruments Inc. (NASDAQ:VECO) Q1 2021 Earnings Conference Call May 4, 2021 5:00 PM ET Company Participants Anthony Bencivenga - Head, Investor Relations Bill Miller - Chief Executive Officer John Kiernan - Chief Financial Officer Conference Call Participants Wei Mok - Oppenheimer Patrick Ho - Stifel Tom O'Malley - Barclays Gus Richard - Northland Mark Miller - Benchmark Company David Duley - Steelhead Anthony Bencivenga Thank you and good afternoon everyone. Joining me on the call today are Bill Mill ...

MAKING A MATERIAL DIFFERENCE Q1 2021 Financial Results Conference Call Veeco (Nasdaq: VECO) May 4, 2021 Safe Harbor This presentation contains "forward-looking statements", within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, as amended, that are based on management's expectations, estimates, projections and assumptions. Words such as "expects," "anticipates," "plans," "believes," "scheduled," "estimates" and variations of these words and similar exp ...

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 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 Incorporation or Organization) (I.R.S. Employer Identifi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 Terminal Drive Plainview, New York 11803 (Address of Principal Executive Offices) (Zip Code) Registrant's telephone number, including area code: (516) 677-0200 Securities registered pursuant to Section 12(b) of the Act: OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 1 ...

MAKING A MATERIAL DIFFERENCE | --- | --- | --- | --- | |-------|----------------------|-------|-------| | | | | | | | | | | | | Q4 2020 | | | | | Financial Results | | | | | Conference Call | | | | | Veeco (Nasdaq: VECO) | | | | | February 11, 2021 | | | Safe Harbor This presentation contains "forward-looking statements", within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, as amended, that are based on management's expectations, estimates, projectio ...

Veeco Instruments Inc. (NASDAQ:VECO) Q4 2020 Results Earnings Conference Call February 11, 2021 5:00 PM ET Company Participants Anthony Bencivenga - Head, Investor Relations Bill Miller - Chief Executive Officer John Kiernan - Chief Financial Officer Conference Call Participants Patrick Ho - Stifel Brian Lee - Goldman Sachs Tom O'Malley - Barclays Rick Schafer - Oppenheimer David Duley - Steelhead Security Mark Miller - Benchmark Company Gus Richard - Northland Operator Please stand by. We are about to begi ...

业绩总结 - 2020年预计收入为4.35亿至4.5亿美元[7] - 2021年预计收入增长约10%[53] - 2020年第三季度总收入为112百万美元，较第二季度的99百万美元增长13.1%[71] - 2020年第四季度收入指导范围为120百万至135百万美元[74] - 2020年第三季度净销售额为1.121亿美元，较2019年同期持平[90] 用户数据 - 2020年第三季度公司在中国市场的收入占总收入的36%[70] - 2021年预计5G智能手机的采用量将比2020年翻倍，毫米波单位预计将增长三倍[56] 财务数据 - 2020年现金及短期投资为3.01亿美元，2020年第三季度为3.1亿美元[44] - 2020年第三季度应收账款为8000万美元，库存为1.43亿美元[44] - 2020年第三季度长期债务为3.21亿美元[44] - 截至2020年9月30日，公司可转换债务总额为389百万美元，平均利率为3.3%[51] - 2019年末现金余额为245百万美元，截至2020年9月30日增加至310百万美元，增长26.5%[51] 毛利与收益 - 2021年毛利率预计保持在低至中40%的范围内[43] - 2020年第三季度GAAP毛利为4910万美元，毛利率为43.8%[90] - 非GAAP毛利为4980万美元，非GAAP毛利率为44.5%[90] - 2020年公司净收入指导范围为1百万至9百万美元，非GAAP净收入指导范围为11百万至19百万美元[74] - 2021年每股收益预计在0.78至0.93美元之间[43] 运营支出 - 2018年至2020年，运营支出减少超过3000万美元[41] - 2021年预计运营支出为1.4亿至1.42亿美元[41] - 2021年预计运营支出占收入的比例将进一步下降至约32%[41] - 2020年第三季度运营费用为4220万美元，非GAAP运营费用为3580万美元[90] - 2020年第三季度非GAAP运营收入为1410万美元[90] 未来展望 - 2020年公司健康的订单积压支持未来增长[8] - 2020年第四季度预计净销售额在1.20亿至1.35亿美元之间[92] - 2020年第四季度预计非GAAP净收入在1100万至1900万美元之间[92] - 2020年第四季度预计每股稀释收益在0.22至0.37美元之间[92]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 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, 2020 OR 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 ...