Veeco Instruments Inc. (VECO) M&A Call Transcript


Veeco Instruments Inc. (NASDAQ:VECO) M&A Call October 1, 2025 8:30 AM EDT

Company Participants

David Ryzhik – Senior Vice President of Investor Relations and Corporate Strategy
Russell Low – CEO, President & Director
William Miller – CEO & Director
James Coogan – Executive VP & CFO
John Kiernan – Senior VP & CFO

Conference Call Participants

Craig Ellis – B. Riley Securities, Inc., Research Division
Auguste Richard – Northland Capital Markets, Research Division
Mark Miller – The Benchmark Company, LLC, Research Division
Jonathan Dorsheimer – William Blair & Company L.L.C., Research Division
Duksan Jang – BofA Securities, Research Division

Presentation

Operator

Greetings, and welcome to the Axcelis and Veeco Merger Announcement Conference Call. [Operator Instructions]. Please note that this conference is being recorded. A copy of the investor presentation accompanying this call is available on the Investor Relations pages of both companies’ websites as well as the company’s joint transaction website, www.www.AxcelisVeeco.com.

I would now like to hand the conference over to David Ryzhik, Axcelis Senior Vice President of Investor Relations and Corporate Strategy. Please go ahead.

David Ryzhik
Senior Vice President of Investor Relations and Corporate Strategy

Thank you, operator, and welcome, everyone. Statements made during this call may include forward-looking statements within the meaning of the federal securities laws, which are subject to risks and uncertainties that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include, but are not limited to, those associated with the proposed transaction between Axcelis and Veeco including the risk that the transaction may not be completed on the anticipated terms or at all, the failure to obtain necessary regulatory or shareholder approvals, integration risk risks associated with post-closing capital allocation by the combined company and other factors that are detailed in the company’s respective filings with the SEC.



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