Overview
- Fourth-quarter revenue reached €9.7 billion, with equipment sales up 7% to €7.6 billion and services at €2.1 billion.
- Net bookings jumped from €5.4 billion in Q3 to €13.2 billion, topping the €6.2 billion consensus tracked by Visible Alpha.
- Backlog increased by €7 billion quarter over quarter to €38.8 billion, with bookings led by memory at 56% and logic at 44%, according to Bernstein.
- ASML forecast Q1 revenue of €8.2–€8.9 billion, sold 94 new systems and 8 used in the quarter, and saw EUV account for about 48% of sales.
- China represented 36% of quarterly sales as EUV remains restricted there, a factor cited in uneven revenue growth, while the stock rose over 30% in January and has more than doubled year over year.