Q3 2023 ASML Holding NV Earnings Interview with CEO (Pre-Recorded) Transcript
Mr. Dassen...
Questions & Answers
...can you give us a summary of the third quarter results 2023?
Revenue came in at EUR 6.7 billion, which was around the midpoint of the guidance. Included in there, EUR 1.4 billion of installed base revenue. Gross margin came in at 51.9%. That was actually higher than we guided. Two reasons. One reason is the product mix, which was more on the immersion side. And then secondly, we had a number of one-off cost benefits in there.
Net income for the quarter, EUR 1.9 billion and then order intake, EUR 2.6 billion, lower than what we had in previous quarters. But quite frankly, that was as was expected. Because in the current environment, we do see customers being very cautious with cash, being very cautious with CapEx and as a result of that, they're also very cautious with putting in orders. No High-NA orders in our POs for this quarter.
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