{"filings":[{"id":2079199,"accession_number":"0001104659-26-091118","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-08-05T20:15:57+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q2 revenue $193.5M (+16% YoY); raises FY2026 guidance above consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $193.5M vs $166.1M YoY; GAAP EPS $0.18, non-GAAP EPS $0.33.","Q3 2026 guidance: revenue $200-220M, non-GAAP EPS $0.35-0.49.","FY2026 guidance raised: revenue $780-810M, non-GAAP EPS $1.36-1.61.","CEO cites AI-driven demand expansion and strong order activity across markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90710,"accession_number":"0001104659-26-057170","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Veeco shareholders elect directors and approve all proposals at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Kathleen A. Bayless (52.3M for), Gordon Hunter (51.5M for), and Lena Nicolaides (52.1M for) as directors.","Approved amendment to 2019 Stock Incentive Plan with 52.1M for, 658k against, and 24.9k abstentions.","Advisory vote on executive compensation approved with 52.5M for, 256k against, and 26.5k abstentions.","Ratified KPMG LLP as independent auditor with 56.5M for, 100k against, and 20.3k abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90709,"accession_number":"0001104659-26-055640","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q1 revenue $158.3M; GAAP EPS ($0.01) loss vs $0.20 profit YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $158.3M, down 5.4% YoY from $167.3M.","GAAP net loss $(0.3)M, or ($0.01) diluted EPS; prior year net income $11.9M ($0.20).","Non-GAAP net income $8.9M, or $0.14 diluted EPS, vs $22.2M ($0.37) YoY.","Q2 2026 guidance: revenue $170-190M, GAAP EPS $0.02-0.15, non-GAAP EPS $0.20-0.32.","FY 2026 guidance unchanged: revenue $740-800M, GAAP EPS $0.83-1.17, non-GAAP EPS $1.50-1.85."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":158341000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100457,"accession_number":"0001104659-26-019672","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q4 2025 revenue $165M (-9% YoY); GAAP EPS $0.02 vs $0.26; expects FY26 revenue $740-800M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $165.0M vs $182.1M YoY; GAAP net income $1.1M ($0.02 diluted EPS) vs $15.0M ($0.26).","Non-GAAP net income Q4 $14.7M ($0.24 diluted) vs $24.2M ($0.41) YoY.","Full year 2025 revenue $664.3M vs $717.3M; GAAP EPS $0.59 vs $1.23; Non-GAAP EPS $1.33 vs $1.74.","Q1 2026 guidance: revenue $150-170M, GAAP EPS ($0.03)-$0.07, Non-GAAP EPS $0.14-0.24.","CEO cites accelerating bookings, AI/HPC demand, and planned merger with Axcelis for 2026 growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":664294000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100456,"accession_number":"0001104659-26-011541","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Veeco shareholders approve merger with Axcelis; closing subject to China approval","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["53,408,907 shares (99.0% of votes cast) voted to adopt the merger agreement.","Merger completion still subject to regulatory approval from China's SAMR.","Expected closing in second half of 2026.","Non-binding advisory vote on merger-related executive compensation also approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100455,"accession_number":"0001104659-26-008917","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Veeco faces $15M revenue risk from export hold; merger clears UK/Sweden hurdles","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Two Laser Annealing systems (≈$15M revenue) shipped to China held by U.S. Customs/BIS; revenue not yet recognized.","If export clearance fails, Q4 2025 revenue will fall below previously communicated guidance ranges.","UK Investment Security Unit issued no further action letter for the Axcelis merger on Jan 22.","Axcelis/Veeco waived Sweden Investment Screening Law condition on Jan 27; China SAMR approval still pending.","Stockholder meetings set for Feb 6; ISS and Glass Lewis recommend FOR merger and share issuance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100454,"accession_number":"0001104659-26-007486","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Veeco discloses three shareholder lawsuits over merger proxy; voluntarily supplements disclosures","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Three complaints filed in NY state courts alleging inadequate proxy disclosures for Veeco-Axcelis merger; plaintiffs seek injunction or rescission.","Garfield plaintiff filed motion for preliminary injunction on Jan. 25, 2026 to enjoin stockholder vote until proxy is supplemented.","Veeco and Axcelis deny allegations and deny proxy is deficient, but voluntarily publish supplemental disclosures to avoid litigation burden.","Supplemental disclosures add details on board committee formation, August 12 Axcelis proposal with 0.340x exchange ratio, and UBS fee of ~$28.5M contingent on deal closure.","Stockholder vote special meeting scheduled for February 6, 2026; Veeco says disclosures are meant to eliminate potential delay to merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116784,"accession_number":"0001104659-25-107012","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q3 rev down 10% YoY to $165.9M; GAAP EPS $0.17; non-GAAP $0.36; Q4 guide weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $165.9M vs $184.8M YoY; GAAP net income $10.6M ($0.17 diluted).","Non-GAAP net income $21.8M ($0.36 diluted), down from $28.3M ($0.46) YoY.","MOCVD business won multiple orders for 300mm GaN single wafer and arsenide phosphide batch systems.","Q4 2025 guidance: revenue $155-175M; GAAP EPS ($0.07)-$0.05; non-GAAP EPS $0.16-0.32.","Pending merger with Axcelis noted; CEO cites AI/HPC momentum and new product traction."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":499277000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116783,"accession_number":"0001104659-25-097338","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Veeco says new US Commerce Dept China export rule will not materially impact its China business","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["US Commerce Dept issued Affiliates Rule on Sept 29, 2025, expanding list-based export restrictions.","Rule restricts manufacturers' exports of certain products, parts, and services to specific China-based customers.","Veeco preliminary review concludes no material impact on currently anticipated China-based business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116782,"accession_number":"0001104659-25-095312","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Veeco to merge with Axcelis in stock-for-stock deal; Veeco holders get 0.3575 Axcelis shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Exchange ratio 0.3575; Axcelis shareholders to own 58.4%, Veeco 41.6%.","Merger expected to close in 2026; subject to stockholder votes, HSR, Chinese SAMR, and Nasdaq listing.","Post-merger board will have 11 members; Veeco CEO Miller to chair Technology Committee; HQ in Beverly, MA.","Termination fees: Axcelis pays $108.7M, Veeco pays $77.5M under certain termination scenarios.","Fifth Amendment to existing credit agreement updates change-of-control definitions for the merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133231,"accession_number":"0001558370-25-010528","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q2 revenue $166.1M, GAAP EPS $0.20, Non-GAAP EPS $0.36; Q3 rev guidance $150-170M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $166.1M vs $175.9M YoY; GAAP net income $11.7M ($0.20 diluted EPS) vs $14.9M ($0.25) YoY.","Non-GAAP net income $21.5M ($0.36 diluted EPS) vs $25.4M ($0.42) YoY.","Q3 2025 guidance: revenue $150M-$170M; GAAP EPS $0.04-$0.22; Non-GAAP EPS $0.20-$0.35.","CEO cites HPC/AI expansion driving shipments of wet processing, lithography, and ion beam deposition systems."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":333396000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149861,"accession_number":"0001104659-25-060323","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Veeco ups revolver to $250M, extends maturity to 2030, lowers pricing, loosens covenant","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Senior secured revolver increased by $25M to $250M maximum principal.","Termination date extended to June 16, 2030 (from Dec 16, 2026) with springing maturity.","Applicable margin decreased: ABR from 0.50%-1.25% to 0.25%-1.00%; SOFR from 1.50%-2.25% to 1.25%-2.00%.","Maximum incremental revolving loans raised to $100M; Secured Net Leverage Ratio covenant loosened to 3.00x from 2.50x.","Fourth Amendment effective June 16, 2025; borrowings used for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149860,"accession_number":"0001104659-25-049584","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"Veeco exchanges all $25M remaining 3.75% convertible notes for stock and cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $25M aggregate principal of 2027 Convertible Notes for ~1.64M newly issued shares and $5.4M cash.","Notes cancelled and the related Indenture satisfied; company released from obligations.","CFO says transactions strengthen balance sheet, reduce interest expense and outstanding debt.","Follows settlement of 2025 Notes at maturity in January 2025, increasing financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149859,"accession_number":"0001104659-25-046126","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Veeco shareholders elect three directors, approve equity plan and auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Sujeet Chand (48.6M for), William Miller (48.8M for), Thomas St. Dennis (48.7M for); broker non-votes 3.16M each.","Amendment to 2016 Employee Stock Purchase Plan approved: 49.1M for, 83k against, 12.9k abstain.","Advisory vote on executive compensation approved: 48.6M for, 599k against, 19k abstain.","Ratification of KPMG LLP as independent auditor approved: 52.2M for, 187k against, 7k abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149858,"accession_number":"0001558370-25-006740","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q1 revenue $167.3M, EPS down YoY; Q2 guides revenue $135-$165M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $167.3M (from $174.5M YoY); GAAP net income $11.9M ($0.20 EPS) vs $21.9M ($0.37); Non-GAAP net income $22.2M ($0.37) vs $26.4M ($0.45).","Q2 guidance: revenue $135M-$165M; GAAP diluted EPS ($0.05)-$0.17; Non-GAAP diluted EPS $0.12-$0.32.","CEO notes sequential and YoY growth in Semiconductor business, driven by Advanced Packaging; also received Intel 2025 EPIC award.","New application wins in Laser Annealing and Wet Processing; management expresses confidence in long-term strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":167292000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168879,"accession_number":"0001558370-25-000865","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q4 revenue $182.1M, GAAP EPS $0.26; 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follow-on LSA orders for gate-all-around logic and Tier 1 DRAM expansion.","Q3 2024 guidance: revenue $170M-$190M, GAAP EPS $0.21-$0.31, Non-GAAP EPS $0.39-$0.49."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":350363000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202557,"accession_number":"0001104659-24-085434","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Veeco Instruments increases revolving credit facility by $75M to $225M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Senior secured revolving credit facility increased by $75M to $225M aggregate principal.","Citizens Bank, N.A. joined as a new lender under the loan agreement.","Other lenders include HSBC, Barclays, Santander, Citibank, and First-Citizens Bank.","Third Amendment to Loan and Security Agreement effective August 2, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218712,"accession_number":"0001104659-24-059911","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Veeco shareholders elect all director nominees and approve all proposals at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elect directors D'Amore, Jackson, Raymond: 45.1M, 43.1M, 45.7M 'for' votes respectively.","Approved amendment to 2019 Stock Incentive Plan: 45.4M for, 904K against.","Advisory vote on executive compensation passed: 45.1M for, 1.2M against.","Ratified KPMG as independent auditor: 49.6M for, 298K against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218711,"accession_number":"0001558370-24-007057","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco posts Q1 revenue $174.5M (+14% YoY); GAAP EPS $0.37, non-GAAP $0.45; guides Q2 revenue $165-185M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $174.5M vs $153.5M YoY; GAAP net income $21.9M ($0.37 EPS) vs $8.7M ($0.17) YoY.","Non-GAAP net income $26.4M ($0.45 EPS) vs $16.9M ($0.30) YoY; results at high end of guidance.","Record Semiconductor revenue; multi-tool laser annealing order (incl. Nanosecond system) for 2nm GAA process.","Q2 2024 guidance: revenue $165-185M, GAAP EPS $0.22-0.33, non-GAAP EPS $0.38-0.48."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":174484000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238609,"accession_number":"0001558370-24-001157","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q4 revenue $173.9M (+13% YoY), non-GAAP EPS $0.51; guides Q1 $160-180M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 rev $173.9M (+13% YoY); GAAP net income $21.6M ($0.37 EPS); Non-GAAP net income $29.8M ($0.51 EPS).","FY2023 rev $666.4M (+3% YoY); GAAP net loss $30.4M (incl $97.1M debt refinancing); Non-GAAP net $98.3M ($1.69) vs $89.6M ($1.57).","CEO: Semi business outperformed WFE growth for 3rd year; shipped eval systems for Nanosecond Annealing and Ion Beam Deposition.","Q1 2024 guidance: rev $160-180M; GAAP EPS $0.22-0.33; Non-GAAP EPS $0.36-0.46."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":666435000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256115,"accession_number":"0001558370-23-017761","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q3 revenue $177.4M, GAAP EPS $0.42, non-GAAP $0.53; Q4 guidance $155-175M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $177.4M in Q3 2023, up from $171.9M YoY; GAAP net income $24.6M vs $15.0M.","Non-GAAP diluted EPS $0.53, up from $0.45 YoY; GAAP diluted EPS $0.42 vs $0.27.","Shipped first Nanosecond Annealing system to Tier 1 logic customer for evaluation.","Q4 2023 guidance: revenue $155-175M, GAAP EPS $0.22-0.33, non-GAAP EPS $0.35-0.45.","Results exceeded high-end of company's guidance; CEO cites strong semiconductor market traction."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":492511000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273514,"accession_number":"0001558370-23-013597","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q2 revenue $161.6M, GAAP net loss $85.3M from debt refinancing, Non-GAAP EPS $0.36","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $161.6M vs $164.0M YoY; record Semiconductor revenue.","GAAP net loss $85.3M ($1.61 loss per share) includes $97.1M loss on debt refinancing.","Non-GAAP net income $20.6M, $0.36 EPS, compared to $20.0M, $0.35 YoY.","Q3 guidance: revenue $155–$175M, Non-GAAP EPS $0.30–$0.40.","CEO highlights Laser Annealing growth strategy in advanced node logic/memory for HPC/AI."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":315145000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290491,"accession_number":"0001104659-23-063141","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-05-22T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Veeco closes $230M 2.875% convertible notes due 2029; exchanges existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $205M notes plus $25M greenshoe fully exercised; net proceeds of ~$223.3M.","Used ~$198.8M to exchange $106M of 2025 notes (cash + 0.7M shares) and $100M of 2027 notes (cash + 3.8M shares).","Initial conversion price $29.22 per share, ~30% premium to $22.48 closing price on May 16, 2023.","Notes mature June 1, 2029; coupon 2.875% vs prior 3.50% (2025) and 3.75% (2027).","Entered into First Amendment to Loan and Security Agreement to permit the offering and exchanges."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290490,"accession_number":"0001104659-23-061602","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Veeco prices $205M 2.875% convertible notes due 2029; enters Note Exchanges","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$205M aggregate principal, 2.875% interest, semiannual payments; matures June 1, 2029.","Initial purchasers have 30-day option to buy additional $25M of notes.","Note Exchanges: $106M of 2025 Notes for ~$106M cash + 0.7M shares; $100M of 2027 Notes for ~$92.8M cash + 3.8M shares.","Net proceeds ~$198.9M (or ~$223.3M if option exercised) used for Note Exchange cash portion and general corporate.","Initial conversion rate: 34.2185 shares per $1,000; conversion price ~$29.22 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290489,"accession_number":"0001104659-23-061409","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-05-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Veeco announces $200M convertible senior notes offering due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offers $200M aggregate principal of Convertible Senior Notes due 2029 in private offering to QIBs.","Initial purchasers granted 30-day option to buy up to an additional $30M of notes.","Net proceeds to fund cash portion of potential exchanges of existing 3.50% 2025 and 3.75% 2027 notes, remainder for general corporate purposes.","Veeco may not redeem notes before June 8, 2026; conditional redemption allowed after that date.","Interest rate, conversion rate to be determined by negotiations with initial purchasers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290488,"accession_number":"0001104659-23-059754","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Veeco reduces board and committee sizes after director retirement; shareholders approve all proposals","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board reduced from 10 to 9 directors after Peter J. Simone resigned per retirement age policy.","Audit Committee reduced from 5 to 4; Governance Committee reduced from 5 to 4.","Shareholders elected directors Bayless, Hunter, and Nicolaides with overwhelming support.","Advisory vote on executive compensation approved (40.4M for, 1.3M against).","Frequency of advisory vote set at 1 year; ratification of KPMG as auditor approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290487,"accession_number":"0001558370-23-008520","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q1 revenue $153.5M, GAAP EPS $0.17; 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$30M cash at closing with up to $35M in performance-based earn-outs.","Epiluvac is a Swedish CVD epitaxy system maker for SiC applications in electric vehicles; has 11 employees.","SiC device market forecast ~30% CAGR (2023–2027); SiC epitaxy equipment market ~15% CAGR per Yole Group.","Impact to Veeco's 2023 financials not expected to be material; volume revenue anticipated in 2024.","Deal reduces Veeco's time to market in high-growth SiC equipment; complements existing MOCVD product line."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311378,"accession_number":"0001104659-23-002726","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Veeco adopts Seventh Amended and Restated Bylaws effective Jan 9, 2023","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Bylaws updated to comply with SEC universal proxy rules (Rule 14a-19) for director nominations.","Stockholders nominating directors must now represent intent to solicit proxies and provide evidence of compliance.","Other administrative, modernizing, clarifying and conforming changes were made."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329970,"accession_number":"0001104659-22-120760","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Veeco appoints Dr. Lena Nicolaides to board, expanding to 10 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective Nov 21, 2022; board increases from 9 to 10 members.","Dr. Nicolaides is SVP and GM at KLA Corporation's pattern inspection division.","She receives $140,000 in restricted stock vesting before 2023 annual meeting or 1 year.","Appointment part of governance committee search for increased gender diversity.","She serves as Class II director until 2023 Annual Meeting of Stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329969,"accession_number":"0001558370-22-016620","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q3 2022 revenue $171.9M (+14% YoY); 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adopts governance reforms, no monetary payment","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Court granted preliminary approval of settlement on Sep 12, 2022; final hearing set for Nov 17, 2022.","Settlement requires Veeco to adopt and maintain governance reforms for at least 5 years, including formalizing a Disclosure Committee.","No monetary component to the settlement; potential attorneys' fees to be paid by Veeco's insurance carriers.","Plaintiff's derivative action alleged false statements in connection with the 2017 Ultratech acquisition; defendants denied wrongdoing.","Independent directors unanimously approved settlement as fair and in best interests of Veeco and its stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347543,"accession_number":"0001558370-22-012627","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q2 revenue $164M (+12% YoY); 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presentation content not disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Furnished investor presentation for conference and meetings on January 11, 2022.","Presentation available on Veeco's website; no specific financial data provided in filing.","No material new information beyond routine conference participation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3337620000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401582,"accession_number":"0001104659-21-151696","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2021-12-20T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Veeco enters $150M senior secured revolving credit facility with HSBC-led syndicate","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$150M senior secured revolving credit facility; 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