Q1 2025 ASML Holding NV Earnings Interview with CEO (Pre-Recorded) Transcript
Hello and welcome to ASML's Q1 2025 results. Welcome, Christophe. Welcome, Roger. Roger, if I can start with you, can you provide us an overview of Q1 2025 results?
Questions & Answers
Sure, total net sales came in at EUR7.7 billion, included in there EUR2 billion for Install Base business, 7.7 within guidance. Gross margin came in a little bit better than guidance at 54%. Main reasons why it was a bit better, actually two.
One, ASP for EUV was higher as a result of a more 3,800s versus 3,600s in the mix than we anticipated. And also because the configuration of the EUV tools was a bit richer than we anticipated. Second main reason is that we had some customer-specific performance targets for the quarter and we got rewarded for for that.
Net income for the quarter came in at EUR2.4 billion and the order intake was 3.9 billion of orders for the quarter included in there EUR1.2 billion for EV.
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