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Stronger than expected demand drives ASML Q1 sales

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Overig advies 19/04/2017 07:21
Positive momentum expected to continue throughout 2017
VELDHOVEN, the Netherlands, April 19, 2017 - ASML Holding N.V. (ASML) today publishes its 2017 first-quarter results.

Q1 net sales of EUR 1.94 billion, gross margin 47.6 percent
EUV backlog grows to 21 systems valued at EUR 2.3 billion
ASML expects Q2 2017 net sales between EUR 1.9 and 2.0 billion and a gross margin between 43 and 44 percent

(Figures in millions of euros unless otherwise indicated)
Q4 2016 Q1 2017
Net sales 1,907 1,944
...of which service and field option sales 1 618 728
Other income (Co-Investment Program) 23 24
Net bookings 2 1,580 1,894
Systems backlog 2 3,961 4,509
Gross profit 901 925
Gross margin (%) 47.2 47.6
Net income 524 452
EPS (basic; in euros) 1.23 1.05
End-quarter cash and cash equivalents and short-term investments 4,057 3,836

1 As per January 1, 2017, ASML presents net sales with respect to metrology and inspection systems as part of Net system sales instead of Net service and field option sales. The comparative numbers have been adjusted to reflect this change in accounting policy.

2 Our systems backlog and net bookings include all system sales orders for which written authorizations have been accepted (for EUV starting with the NXE:3350B). As per January 1, 2017 our systems backlog and net bookings also include metrology and inspection systems.

A complete summary of US GAAP Consolidated Statements of Operations is published on

CEO Statement
"A positive industry environment provided a strong start to 2017 and healthy demand is expected to continue throughout the rest of the year. Our DUV business saw strong demand from all sectors of the industry. Our service and options business was also very strong in the first quarter, as a number of customers bought performance-enhancing upgrades for their existing immersion tools. Our second-quarter guidance shows that we expect these trends continue," ASML President and Chief Executive Officer Peter Wennink said.

"In EUV, which is now in a phase of industrialization, the order flow continued, taking our backlog to 21 EUV systems."

Product and Business Highlights
In DUV lithography, we continued to ship TWINSCAN NXT:1980 systems for memory, the ramp of the 10 nanometer logic node as well as process development for the 7 nanometer foundry node, bringing the installed base to more than 60 systems. Several customers had their previous-generation NXT systems upgraded in the quarter, with some taking selective productivity or overlay/focus upgrades and others choosing for a full upgrade to NXT:1980 performance. One system with a productivity upgrade processed more than 5,700 wafers in a single day at a memory customer, setting a new record for an NXT system. We boosted the productivity of our XT:860 KrF system further to 250 wafers per hour. Two customers have received upgrades to their existing XT:860 tools, realizing that performance. For our customers in 3D NAND, we released new options that improve focus and alignment performance on the high-topography layers typical for this application.
In Holistic Lithography, we formed a partnership with Cadence Design Systems to integrate ASML lithography and patterning simulation models into Cadence products, which will allow chip designers to perform manufacturability checks in the design phase to achieve better performance and shorter cycle times.
In EUV lithography, we started shipping the first NXE:3400B system late in the first quarter and completed shipment early in the second quarter.

For the second-quarter of 2017, ASML expects net sales between EUR 1.9 and 2.0 billion which includes approximately EUR 200 million EUV revenue, a gross margin between 43 and 44 percent, R&D costs of about EUR 315 million, other income of about EUR 24 million -- which consists of contributions from participants of the Customer Co-Investment Program, SG&A costs of about EUR 100 million and an effective annualized tax rate between 13 and 14 percent. We expect three NXE:3400B shipments in the second-quarter of 2017.

Dividend Proposal
ASML has submitted a proposal to the 2017 Annual General Meeting of Shareholders, which takes place on April 26, 2017, to declare a dividend in respect of 2016 of EUR 1.20 per ordinary share (for a total amount of approximately EUR 515 million), compared with a dividend of EUR 1.05 per ordinary share paid in respect of 2015.

Update Share Buyback Program
As part of ASML's financial policy to return excess cash to shareholders through dividends and regularly timed share buyback programs, ASML in January 2016 announced its intention to purchase up to EUR 1.5 billion of shares to be executed within the 2016-2017 time frame. ASML intends to cancel the shares upon repurchase.

As announced on November 3, 2016, the share buyback program is currently paused. As a result, the 2016-2017 program may not be completed for the full amount. The current program remains in place, yet it may be further suspended, modified or discontinued at any time. Any transactions under this program will be published on ASML's website ( on a weekly basis.

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