Executive Vice President, Chief Financial Officer & Member of the Management Board, Asml Holding
Search every verified Roger Dassen interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During ASML’s Q2 2026 earnings call on July 15, 2026, CFO Roger Dassen stated that the company was updating its full-year 2026 guidance, now expecting total net sales between €43 billion and €45 billion with a gross margin between 54% and 56%, driven by continued strong demand. He noted that demand signals from customers were sufficiently strong for ASML to investigate production targets of 110 systems and related immersion tool numbers. Dassen also discussed ASML’s pricing strategy, saying the company follows value-based pricing. He agreed that the current environment provides more flexibility for pricing than in different circumstances, but added that long order lead times mean this does not translate into immediate pricing effects.
“We now expect total net sales between 43 and 45 billion with a gross margin between 54% and 56% billion numbers in euros.”
“In the current environment where there is you know a lot of value for customers for what we bring them. We believe the potential to you know to capture a larger share of that value um or you know or at least to capture our share of that larger value gives you gives you better pricing power. So that those are the conver...”
“Driven by continued strong demand, we are updating our full year 2026 guidance. We now expect total net sales between 43 and 45 billion with a gross margin between 54% and 56%, numbers in euros.”
“Value based pricing is the concept that we follow within ASML. And you're also right that in the current environment of course you know the value for customers is higher than in other circumstances. So I would agree with you that the current environment provides more flexibility for pricing than what you would have had...”
“For 2027, we are now close to being fully covered with orders for low NA EUV, and we are planning to increase our low NA EUV capacity by around 30%. Looking ahead to 2028, we have already received a significant number of low NA EUV orders. Strong demand forecasts from our customers have led us to investigate a further...”
“value-based pricing is the concept that we follow within ASML. And you're also right that in the current environment, of course, the value for customers is higher than in other circumstances. So I would agree with you that the current environment provides more flexibility for pricing than what you would have had in dif...”
“So Q4 net revenue came in at 9.7 billion euros. For the full year, revenue came in at 32.7 billion euros, which was a 16% increase compared to 2024.”
“This quarter we'll pay an interim dividend of €1.60 per ordinary share and we will propose to the AGM a final payment of €2.70, bringing the total dividend relating to 2025 to €7.50 per ordinary share, a 17% increase versus 2024; we also bought back shares for €7.6 billion under the prior program and are announcing a n...”
“The motivation to do this is not about money — this is not to realise more profit. Our current estimate is that about 1,700 people will be affected, and we will take responsibility to help them into other work.”
“China will remain important for us; we expect China to be roughly 20% of our business in 2026 — around €7.5 billion on the midpoint of our guidance — but that is lower than last year and will normalise.”
“ASML does not expect to complete the 12 billion euros share buyback program in full within the 2022 2025 time frame. We intend to announce a new share buyback program in January 2026.”
“In addition to the collaboration agreement, ASML has invested 1.3 billion euros in Mistral AI's series C funding round as lead investor, resulting in ASML holding around an 11% share in Mistral AI and having a seat at their strategic committee.”
“We expect Q4 total net sales to be between 9.2 billion and 9.8 billion. We expect our Q4 installed base management sales to be around 2.1 billion. Gross margin for Q4 is expected to be between 51 and 53%.”
“We expect the 2026 EUV business to be up driven by the dynamic in advanced DRAM and leading edge logic and the DUV business to be down compared to 2025 driven by the dynamics with our Chinese customer.”
“High is is very low margins. It's very low margins. Um uh but but you're you're talking you're talking very low positive margins. That's that's what you look at.”
... tax rate for Q2 was 17.5% for the full year 2026 We expected annualized effective tax rate is around 17% Net income in Q2 was ...
07/15/2026 Q&A: 14:40 ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies. In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems,…
ASML Holding Q2 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's ear…
ASML CEO Christophe Fouquet and CFO Roger Dassen discuss our Q4 and full-year 2025 financial results and share their outlook for 2026. Learn more on our financial results page: https://www.asml.com/en/investors/fin... Dive into our nano world and follow us on social media: Facebook: / asml Instagram: / lifeatasml X: / asmlcompany LinkedIn: / asml Or visit our website: https://www.asml.com Chapters: 0:00 Intro 0:22 Q4 2025 and full-year results: revenue, gross margin, net income and net bookings 2:06 ASML Q4 business update: strong quarter amid rising demand for AI 3:32 Q1 a…
Ondanks recordcijfers kiest ASML voor een ingrijpende herstructurering. Volgens CFO Roger Dassen is de snel gegroeide matrixorganisatie te complex geworden, waardoor ingenieurs te veel tijd kwijt zijn aan afstemming in plaats van innovatie. In dit gesprek met BNR Zakendoen verklaart Dassen waarom ASML afscheid neemt van circa 1.700 functies, hoe medewerkersfeedback leidend was en waarom het bedrijf tegelijk nieuwe technische rollen wil blijven creëren. #ASML #reorganisatie #industrie #BNR #technologie Thumbnail: ANP Heb je meer BNR in je leven nodig? Check dan ook onze podcasts en artikele…
ASML Holding N.V. reported robust Q3 2025 results with net sales reaching €6.2 billion, representing a 15% increase compared to Q3 2024. The semiconductor equipment manufacturer saw strong demand across all markets, particularly from leading chipmakers investing in advanced lithography technology. Gross margin expanded to 55.7%, driven by operational efficiencies and favorable product mix. GAAP earnings per share rose 20% to €3.25, while non-GAAP EPS was €3.40, exceeding analyst expectations. Key growth drivers included significant orders for extreme ultraviolet (EUV) systems, reflecting ASML…
ASML CEO Christophe Fouquet and CFO Roger Dassen discuss our Q3 2025 financial results and share their outlook for the rest ...
0:00 Intro 00:21 Q2 2025 results: gross margin, order intake and net income 01:57 Q3 2025 guidance 02:26 Semiconductor ...
ASML CEO Christophe Fouquet and CFO Roger Dassen discuss our Q1 2025 financial results and share their outlook for the rest ...
ASML CEO Christophe Fouquet and CFO Roger Dassen discuss the Q4 and full-year 2024 financial results and provide an outlook for 2025. Learn more on our financial results page: https://www.asml.com/en/investors/fin... Facebook: / asml Instagram: / lifeatasml X: / asmlcompany LinkedIn: / asml Or visit our website: https://www.asml.com/
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