ASML Holding NV (XAMS:ASML)

€ 658.4 15.5 (2.41%) Market Cap: 258.88 Bil Enterprise Value: 258.59 Bil PE Ratio: 37.41 PB Ratio: 16.03 GF Score: 97/100

Q3 2019 ASML Holding NV Earnings Interview with CFO Transcript

Oct 16, 2019 / NTS GMT

Release Date Price: €232.2 (-4.52%)

Transcript

Leo de Later;CorpTV;Founder;CEO

Mr. Dassen, to start off with, can you give us a summary of the third quarter?

Questions & Answers

Roger J. M. Dassen

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

Sure. For Q3, we came in at EUR 3 billion in revenue, which is in line with guidance. Included in the EUR 3 billion 7 shipments of EUV, including 3 3400C machines where revenue has been recognized for those tools. And as you know, those are higher-margin tools. Also included in the EUR 3 billion EUR 661 million of installed base revenue, which is a little lower than what we expected, but we think we will catch up in Q4 on that.

In terms of gross margin, gross margin came in at 43.7%, which is nicely in line with what we guided.

If you look at net income for the quarter, we land at EUR 627 million.

So all in all, I would say a good quarter.

Leo de Later;CorpTV;Founder;CEO

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