Camtek Ltd. (CAMT) Analyst/Investor Day Transcript

SA Transcripts 162.46K Followers Follow Camtek Ltd. ( CAMT ) Analyst/Investor Day October 14, 2026 10:00 AM EDT Company Participants Kenny Green - Investor Relations Rafi Amit - CEO & Director Eyal Segev Ramy Langer - Chief Operating Officer Moshe Eisenberg - Chief Financial Officer Lior Aviram - Executive Chairman of the Board Conference Call Participants Yu Shi - Needham & Company, LLC, Research Division Blayne Curtis - Jefferies LLC, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Edward Yang - Oppenheimer & Co. Inc., Research Division Vedvati Shrotre - Evercore ISI Institutional Equities, Research Division Auguste Richard - Northland Capital Markets, Research Division Daniela Talio - Stifel, Nicolaus & Company, Incorporated, Research Division Shane Brett - Morgan Stanley, Research Division Matthew Prisco - Cantor Fitzgerald & Co., Research Division Presentation Kenny Green Investor Relations Let's get started. Ready? Great. Okay. Thank you, everybody, for coming. Welcome all of you to Camtek's Investor and Analyst Breakfast, which we're holding in conjunction with SEMICON West. Today is October 14. I know you all have packed schedule, so we appreciate you coming. My name is Kenny Green. I'm part of the Investor Relations team at Camtek. I want to remind everybody that we are webcasting this event live, and it will also be recorded and the recording will be available following the event in the next day or 2 on Camtek's website. Earlier today, we released the press release preannouncing the Q3 revenues as well as guidance for '26 and '27, which we'll also cover today in our presentation. In addition, we've also filed this presentation, which you can find on Camtek's website as well as through the SEC filings. So I just want to refer you all to the safe harbor statement, which I'm not going to, but I will summarize. Statements made today by management will contain forward-looking statements within the meaning of the federal securities