ASML reported strong revenue of €7.7 billion for Q1 2025, aligning with guidance, but a notable decline in order bookings to €3.9 billion troubled investors. CEO Christophe Fouquet emphasized that order figures don't accurately reflect business momentum, indicating a future halt in their disclosure. ASML's unique position as the sole supplier of EUV equipment remains advantageous, with increased income from NXE:3800 models. However, the ongoing tariff situation under Trump's administration generates market unease and could impact future earnings, making forecasts uncertain for Q2 2025 revenue targets.
ASML's revenue for Q1 2025 met expectations at €7.7 billion, but a sharp decline in order bookings raised concerns among investors and analysts.
CEO Christophe Fouquet labeled order bookings as not an accurate reflection of business momentum, hinting at ASML's decision to discontinue this reporting.
Despite the dip in order bookings, ASML continues to dominate the EUV equipment market, reporting better-than-expected income from sales of NXE:3800 machines.
The uncertainty from tariff changes under the Trump administration poses risks for ASML, affecting the overall sentiment in the semiconductor industry.
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