Strong Financial Performance
Total net sales reached EUR 7.7 billion, at the upper end of ASML's guidance, with net income of EUR 2.3 billion, representing 29.8% of total net sales.
EUV Revenue Growth
EUV revenue is expected to grow around 30% in 2025 compared to 2024, driven by increased EUV capacity and higher ASP.
Record Gross Margin
Gross margin for Q2 was above guidance at 53.7%, driven by an increase in upgrade business and lower-than-expected impact from tariffs.
Strong Installed Base Management
Installed Base Management sales came in above guidance at EUR 2.1 billion, with expected revenue growth of more than 20% over last year.
Positive Outlook for AI-driven Demand
AI is a key driver of growth in Memory and Logic, with expectations for continued strong demand in both areas.