Slight beat on consensus, nothing crazy. Claims no share loss, which is important for Onto, but doesn’t discuss the issue of infrared + visible being different platforms. So I don’t know what to make of this until Onto reports. Q1 was expected to be flat/down sequentially, and Q1 guide of 120M slightly above 117M expected so not as bad as expected. Again nothing crazy as far as I can see.
Thorough and helpful as usual! Great analysis and explanation, I love learning from your posts. 🎉
Thank you!
always enjoy reading your stuff Jason. Whats your thoughts on the recent CAMT earnings?
Slight beat on consensus, nothing crazy. Claims no share loss, which is important for Onto, but doesn’t discuss the issue of infrared + visible being different platforms. So I don’t know what to make of this until Onto reports. Q1 was expected to be flat/down sequentially, and Q1 guide of 120M slightly above 117M expected so not as bad as expected. Again nothing crazy as far as I can see.
Excellent article ! 👏 Thank you
Thank you!
Thank you!
you're welcome Amos 🫡
wow great article. thank you!
thank you!
Great article thanks Jason. Any thoughts on how Onto compares to AFM technology?