ASML Holding NV (NAS:ASML)

$ 928.285 14.745 (1.61%) Market Cap: 366.29 Bil Enterprise Value: 366.13 Bil PE Ratio: 47.54 PB Ratio: 24.64 GF Score: 96/100

ASML Holding NV at Cowen Technology, Media & Telecom Conference Transcript

Jun 01, 2022 / 06:45PM GMT

Release Date Price: $563.66 (-2.19%)

Transcript

Krish Sankar

Cowen and Company, LLC, Research Division - MD & Senior Research Analyst

Good afternoon, everyone. I'm Krish Sankar from Cowen. I'm the covering analyst for ASML. We have Pete Convertito from ASML here today for our fireside chat discussion. Pete is going to give a brief overview of the results, and then we'll jump into Q&A. Pete, go ahead.

Peter Convertito

ASML Holding N.V. - Director IR- North America

Thanks, Krish. Good afternoon, everybody. Good to see everybody face-to-face after a long time. So we had our first quarter earnings back in April, good results, EUR 3.5 billion with 49% gross margin and EUR 1.2 billion in installed base management revenue. Did EUR 7 billion in bookings, including write a few EUV and even a few High-NA EUV tools in there. So good quarter, came in as expected.

We guided our Q2 to EUR 5.1 billion to EUR 5.3 billion, 49% to 50% gross margin. Again, about EUR 1.2 billion in installed base revenue is what we expect. We reiterated our expectations on the year of about 20% growth on the top line, with

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