Lieutenant Price schreef op 25 januari 2025 19:36:
[...]
Bedankt voor het delen, dat zou inderdaad een belangrijk verschil zijn. Ik ben zelf weer in de conference call van Q3 2024 gaan duiken:
Alexander Duval:
"Yes, May. Thanks for the question. I wondered if you could talk about what level of orders you need in the coming quarters to hit the new midpoint of guidance. I think previously you talked about EUR6 billion of orders in the second half of this year to hit the prior midpoint.
And now we've obviously seen EUR2.5 billion in the quarter, but a lower target. So how should we be thinking about this? And to what degree are is there some wiggle room in the Q1 given lead times potentially to still get orders which could benefit 2025? That's my first question."
Roger Dassen:
"Yes, Alexander. So you're right. And I would say that in addition to what you observed in terms of the overall order intake, it's also clear that obviously there has been some push outs into 2026. So that's also something that you should recognize, right? That's orders that originally were provided to us as 2025 orders and the mix that we just discussed have been shifted to beyond 2025.
So that dynamic should also be considered. What we're looking at today, I would say, I think we're when it comes to EUV because obviously that is relevant I think in this conversation. I think DEEP UV given the significantly lower order lead times is less relevant here. But when it comes to EUV, at this stage, I think it's fair to say that we're sort of fully booked for the low end of the guidance that we've provided.
In order to get to the midpoint of the guidance, I would say that we need another, let's say, EUR2 billion in order to hit the midpoint of the guidance before the end of the year. So, EUR2 billion should then come in this quarter. When it comes to flexibility, I think there is some flexibility. To the extent that orders would come in Q1, I think we would still probably be able to cater to those orders in 2025. I think we build in sufficient flexibility to create that."
seekingalpha.com/article/4727159-asml...De conference call is hier terug te luisteren:
www.youtube.com/watch?v=jt7atCIoV8g (voor de citaten hierboven skip naar 41:21)
In mijn ogen bedoelt hij álle orders en niet specifiek EUV-orders. Ook in de Aandeelhouder podcast werd dit besproken:
www.youtube.com/watch?v=FN1rcx36_lQ&a...Ook daar wordt gepraat over orders en niet specifiek EUV-orders om de midpoint van ASML's guidance in 2025 te halen.