Veeco Instruments Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript

Feb 09, 2024

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Dec 09, 2020 / 02:00PM GMT
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

Good morning. Welcome to the Barclays Global Virtual TMT Conference. I'm Tom O'Malley, mid-cap and semi-cap analyst here at Barclays. Very happy to have Veeco with us, Bill Miller, CEO; and John Kiernan, CFO. We're very excited to have you here. How are you guys doing today, first off?

William John Miller - Veeco Instruments Inc. - CEO & Director

Tom, great to be here. Really excited to spend some time with you.

Questions and Answers:

Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

Awesome. So I guess I'll just start in from just a very high level here. You guys are making really solid progress on Phase 2 of the company's transformation, which was driving growth. You've seen some solid traction on your near term business. And then you've kind of talked about some larger long-term opportunities. Could you just give us a brief update on, one, your performance over

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