ASML Holding NV (BKK:ASML01)

฿ 20 -0.2 (-0.99%) Market Cap: 7.94 Bil Enterprise Value: -2.59 Bil PE Ratio: 37.71 PB Ratio: 16.16 GF Score: 74/100

Q4 2023 ASML Holding NV Earnings Interview with CEO (Pre-Recorded) Transcript

Jan 24, 2024 / 06:00AM GMT

Release Date Price: ฿24.4 (+7.49%)

Transcript

Unidentified Participant

Mr. Dassen, can you give us a summary of the fourth quarter 2023?

Roger J. M. Dassen

ASML Holding N.V. - Executive VP, CFO & Member of the Management Board

Revenue for the quarter came in at EUR 7.2 billion, which was higher than guided, primarily driven by the fact that the installed base business at EUR 1.6 billion was higher than we expected. And that was both as a result of higher service revenue and higher revenue from upgrades.

That fact, so the higher installed base business, also drove up the gross margin. So gross margin came in at 51.4%, also higher than the guidance as a result of, as I mentioned, the higher installed base business.

Net income for the quarter came in at EUR 2 billion. And after a few soft quarters, the order intake for the quarter was very, very strong. Actually, a record order intake at EUR 9.2 billion. If you look at the composition of that, it was about 50-50 for Memory versus Logic. And around EUR 5.6 billion out of the EUR 9.2 billion was related to EV, both Low-NA and High-NA.

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