Sign in

    Matthew Prisco • Evercore ISI

    Matthew Prisco's questions to Onto Innovation Inc (ONTO) leadership

    Matthew Prisco's questions to Onto Innovation Inc (ONTO) leadership • Q2 2025

    Question

    Matthew Prisco from Cantor Fitzgerald sought clarification on the next-gen Dragonfly's evaluation tool shipment timeline, the potential for market share gains in 2026, and the primary growth drivers and headwinds for the upcoming year.

    Answer

    CEO Michael Plisinski affirmed that evaluation tools for the next-gen Dragonfly are on track to ship this year, with a potentially faster production ramp due to customer familiarity. For 2026, he identified the next-gen Dragonfly as a strong growth driver across multiple applications. Plisinski also highlighted significant progress in the films market with the Iris and new Iris G2 platforms as key contributors to future growth.

    Ask Fintool Equity Research AI

    Matthew Prisco's questions to Onto Innovation Inc (ONTO) leadership • Q1 2025

    Question

    Matthew Prisco inquired about the performance of the new 2.5D inspection tool against competitors, its expected ramp timeline, and customer feedback on the 3DI and Iris systems.

    Answer

    CEO Michael Plisinski detailed that the new 2.5D tool is a completely new platform designed to be a market leader, with evaluation units shipping in the second half of the year and a quick ramp expected. Regarding the Iris systems, he noted positive customer engagement and performance, while also mentioning that the R&D team is working through normal new product challenges like long-term stability.

    Ask Fintool Equity Research AI

    Matthew Prisco's questions to Onto Innovation Inc (ONTO) leadership • Q4 2024

    Question

    Matthew Prisco asked for more detail on the pickup in HBM demand and inquired about Onto Innovation's growth potential in 2025, particularly for advanced nodes, given the strong performance in 2024.

    Answer

    CEO Michael Plisinski explained that HBM orders are increasing as end-market allocations from major customers become clearer, with 2025 capacity additions expected to meet a doubling of market demand. He noted that attach rates for their tools are stable or increasing. Regarding advanced nodes, Plisinski stated that while revenue won't reach prior peak levels, it is getting 'within shooting range.'

    Ask Fintool Equity Research AI

    Matthew Prisco's questions to Nova Ltd (NVMI) leadership

    Matthew Prisco's questions to Nova Ltd (NVMI) leadership • Q2 2025

    Question

    Matthew Prisco asked for an update on the competitive landscape and market share dynamics in dimensional metrology, covering both integrated and standalone OCD. He also inquired about the revenue contribution outlook for the Ellipson and Metrion systems in 2025 and their growth potential into 2026.

    Answer

    President & CEO Gabriel Waisman stated that the competitive landscape is largely unchanged, with Nova maintaining leadership in integrated metrology and gaining market share in standalone OCD due to its unique technology. For Ellipson and Metrion, he confirmed they are on track with the business plan, seeing adoption by advanced node manufacturers, and expects growth as they become process tools of record.

    Ask Fintool Equity Research AI

    Matthew Prisco's questions to Nova Ltd (NVMI) leadership • Q4 2024

    Question

    Matthew Prisco requested details on the drivers of the strong Q1 sequential growth and its sustainability, and also asked for guidance on how to model the revenue ramp from material metrology design wins like Metrion.

    Answer

    President and CEO Gabriel Waisman attributed the growth to strong end markets like AI and HPC, Nova's position in advanced logic and packaging, and the Sentronics acquisition. Regarding Metrion, he explained that adoption begins with R&D and one tool per fab, with proliferation into high-volume manufacturing expected over time, similar to the historical adoption of XPS technology.

    Ask Fintool Equity Research AI

    Matthew Prisco's questions to MKS Instruments Inc (MKSI) leadership

    Matthew Prisco's questions to MKS Instruments Inc (MKSI) leadership • Q1 2025

    Question

    Matthew Prisco of Cantor Fitzgerald asked about current trends in the semiconductor photonics business and the ramp timing for previously announced major wins. He also inquired about the company's willingness to continue paying down debt versus buying back stock amid the uncertain economic backdrop.

    Answer

    CEO John Lee stated that design wins in semiconductor photonics remain highly engaged, with complex integrated subsystems going into production on the most advanced lithography and metrology tools. CFO Ram Mayampurath confirmed that debt repayment remains the primary capital allocation priority after internal investment. He noted the modest Q1 share repurchase was an accretive opportunity to offset dilution but does not reflect a shift in the company's focus on deleveraging.

    Ask Fintool Equity Research AI

    Matthew Prisco's questions to MKS Instruments Inc (MKSI) leadership • Q3 2024

    Question

    Matthew Prisco asked for more detail on the semiconductor business, including customer utilization rates and ordering patterns, to inform the 2025 outlook. He also inquired about progress on MKS's photonics initiatives and how pushouts from a major lithography customer might affect the ramp of a recent design win.

    Answer

    President and CEO John Lee responded that utilization rates for HBM DRAM and logic/foundry are picking up, while NAND remains muted. He noted that 2025 is still expected to be an up year for WFE. Regarding photonics, Lee highlighted a new design win with a second customer and explained that long lead times for these subsystems mean short-term customer pushouts have minimal impact, reaffirming his long-term confidence in the growth strategy.

    Ask Fintool Equity Research AI