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KLA10-Q: Market expansion

KLA faces potential revenue decline from China, which accounts for 33% of FY2025 revenue.

What happened

With 33% of its FY2025 revenue coming from China, KLA anticipates a decline due to ongoing U.S. export restrictions.

Source

SEC EDGARJan 30, 2026

Quarterly report (Form 10-Q)

KLA 10-Q

Filing excerpt

Our revenue from sales of products and provision of services to customers in China was 33%, 43% and 27% for fiscal years 2025, 2024 and 2023, respectively, and future revenue from China as a percentage of our overall revenue may decline as a result of the current and future Commerce rules and regulations.

sec.gov/Archives/edgar/data/319201/000031920126000008/klac-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
33% (Percentage of revenue from China for fiscal year 2025)

Details

CIK
319201
Accession number
0000319201-26-000008
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Scaling infrastructure needed

Topics and mentions

Regions named

  • China

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10q
signal_subtype
marketExpansion

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/f5e88327-9c07-433b-bcc7-50e9e0f79ae4 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "f5e88327-9c07-433b-bcc7-50e9e0f79ae4",
  "signal_type": "sec-10q",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-02-03T08:36:06.984+00:00",
  "company": {
    "name": "KLA",
    "domain": "kla.com"
  },
  "data": {
    "detail": "With 33% of its FY2025 revenue coming from China, KLA anticipates a decline due to ongoing U.S. export restrictions. This significant revenue risk creates an urgent need to diversify and expand into new geographic markets or customer segments to offset potential losses.",
    "metrics": {
      "pct": 33,
      "timeframe": "current_year",
      "pct_context": "Percentage of revenue from China for fiscal year 2025"
    },
    "summary": "KLA faces potential revenue decline from China, which accounts for 33% of FY2025 revenue.",
    "excerpts": "Our revenue from sales of products and provision of services to customers in China was 33%, 43% and 27% for fiscal years 2025, 2024 and 2023, respectively, and future revenue from China as a percentage of our overall revenue may decline as a result of the current and future Commerce rules and regulations.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000008/klac-20251231.htm",
    "filing_date": "2026-01-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Scaling infrastructure needed",
    "signal_category": "market",
    "regions_mentioned": [
      "China"
    ]
  }
}

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