ASML Holding NV (NAS:ASML)

$ 913.65 2.07 (0.23%) Market Cap: 360.52 Bil Enterprise Value: 359.62 Bil PE Ratio: 46.79 PB Ratio: 24.23 GF Score: 96/100

ASML Holding NV at Bank of America Global Technology Conference (Virtual) Transcript

Jun 09, 2021 / 01:15PM GMT

Release Date Price: $682.59 (+0.27%)

Transcript

Didier Scemama

BofA Securities, Research Division - Director in EMEA Equity Research & Head of European IT Hardware

Good morning, and good afternoon to everyone for joining us for this fireside chat, with Pete Convertito, ASML Investor Relations. My name is Didier Scemama, I'm the Head of European IT Hardware and Semiconductor, Bank of America Securities. Warm welcome to Pete. We know each other for quite a long time.

Questions & Answers

Didier Scemama

BofA Securities, Research Division - Director in EMEA Equity Research & Head of European IT Hardware

I'm going to start my first question, Pete, with regard to EUV. That was the big surprise and the upside surprise in your calendar year '21 revenue guidance raise at the time of Q1 results. Can you maybe just run us through the bridge between the sort of EUR 4 billion to EUR 6 billion EUV revenue bucket that the company has sort of printed over the last 5 to 10 years? And the current sort of EUR 8 billion plus that you're guiding for, if you could talk to us about what's driving the upside? And

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