ASML Holding N.V. reported its first-quarter 2025 net bookings at 3.94 billion euros, falling short of the analyst forecast of 4.89 billion euros. Despite the bookings miss, net sales for the quarter reached 7.74 billion euros, marking a 46% increase from the first quarter of 2024, with a gross margin of 51.7%.
CEO Christophe Fouquet acknowledged that while demand outlook remains strong, driven by artificial intelligence, 'uncertainty with some of our customers' could push the company towards the lower end of its 2025 full-year revenue guidance of 30 billion to 35 billion euros.
Fouquet highlighted that tariffs are 'creating a new uncertainty' for both macroeconomic conditions and potential market demands, impacting the outlook for 2025 and 2026. Chinese demand for ASML's chip-making tools has remained stronger than anticipated so far in 2025, according to CFO Roger Dassen.
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