{"filings":[{"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; FY revenue $717.3M, GAAP EPS $1.23; guides Q1 $155-175M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $182.1M in Q4, up from $173.9M YoY; full-year $717.3M up from $666.4M.","GAAP net income Q4 $15.0M ($0.26/diluted) vs $21.6M ($0.37) YoY; non-GAAP $24.2M ($0.41) vs $29.8M ($0.51).","FY2024 GAAP net income $73.7M ($1.23) vs net loss $30.4M ($0.56 loss) in 2023; non-GAAP $104.3M ($1.74) vs $98.3M ($1.69).","Q1 2025 guidance: revenue $155M-$175M, GAAP EPS $0.11-$0.22, non-GAAP EPS $0.26-$0.36.","CEO says Semiconductor business outperformed WFE growth for 4th consecutive year; positioned for Laser Annealing, Ion Beam Deposition, Advanced Packaging."],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":717301000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","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":185989,"accession_number":"0001104659-24-125343","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Veeco says new BIS export rules unlikely to materially impact China business","summary_kind":"llm","event_type":"regulatory","confidence":"medium","bullets":["On Dec 2, 2024, BIS issued interim final rules adding companies to Entity List and restricting semiconductor equipment exports to China.","Veeco is still reviewing the complex rules but preliminarily expects no material impact on its China-based business.","The rules affect exports of certain semiconductor capital equipment products and services to China."],"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":185988,"accession_number":"0001558370-24-014633","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q3: Revenue $184.8M (+4% YoY), GAAP EPS $0.36, Non-GAAP $0.46; Q4 guidance $165-185M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $184.8M vs $177.4M YoY (+4%); semiconductor revenue record, grew 26% YoY.","GAAP net income $22.0M ($0.36 diluted EPS) vs $24.6M ($0.42) YoY.","Non-GAAP net income $28.3M ($0.46 diluted EPS) vs $31.0M ($0.53) YoY.","Q4 2024 guidance: revenue $165-185M, GAAP EPS $0.18-0.27, non-GAAP EPS $0.35-0.45.","CEO says semiconductor business on track to outperform WFE growth for 4th consecutive year."],"consensus_eps_estimate":null,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":535170000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","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":202558,"accession_number":"0001558370-24-011091","cik":103145,"company_name":"VEECO INSTRUMENTS INC","ticker":"VECO","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Veeco Q2 revenue $175.9M (+8.9% YoY), GAAP swing to profit $0.25 EPS, record Laser Annealing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $175.9M, up from $161.6M in Q2 2023 (+8.9% YoY).","GAAP net income $14.9M ($0.25 EPS) vs net loss of $85.3M ($1.61 loss) a year ago.","Non-GAAP net income $25.4M ($0.42 EPS) vs $20.6M ($0.36 EPS) YoY.","Record Laser Annealing revenue; 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}],"next_cursor":null}