ASML had yet another record quarter in Q4 2024, reporting net sales of €9.3 billion and a gross margin of 51.7 percent, well above guidance. The results include revenue for two High NA EUV systems, while the third was shipped in the fourth quarter and should be reported in Q1 2025.

ASML expects its first quarter to be slightly weaker, with €7.5 to €8.0 billion in net sales and a slightly higher gross margin, between 52 and 53 percent. It R&D costs should be at around €1,140. It also expects its total year to be better, reaching €30 to €35 billion in net sales.

ASML cites the growth in artificial intelligence as the key driver of growth.