Q2 2025 ASML Holding NV Earnings Interview with CEO (Pre-Recorded) Transcript
Hello and welcome to ASML's Q2 2025 video.
Questions & Answers
Roger, can I start with you by asking you to give us a summary of our Q2 2025 results?
Absolutely. Revenue came in at EUR7.7 billion. Part of that was also the revenue recognition for one High NA tool in the quarter and included in the EUR7.7 billion, EUR2.1 billion of install based revenue. Gross margin came in at 53.7%. That was above guidance. The EUR7.7 billion was at the high end of the guidance. 53.7% at the above guidance.
What are the reasons why it was higher? A couple of reasons. First off, there was installed base revenue in there, upgrades. As we said before, we're upgrading some of the 3800s that we shipped before. We're upgrading them in the field. That leads to upgrade
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