ASML
ASML Holding N.V.1076.05
-11.77-1.08%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reorg boosts engineer productivity
Q&A unpacked the 1,700 engineering job cuts as a targeted fix for bloated leadership—slashing 3,000 roles to add 1,400 engineer spots—aiming to free engineers from meetings and boost innovation agility amid rapid growth. China sales will decline absolutely by roughly EUR 850M, normalizing to 20% of total from backlog execution. Memory customers ramp aggressively on tight HBM demand, outpacing logic for now. Supply chain ramps gradually with long-lead preps in place. Reorg costs immaterial. Fewer bosses, more engineering output. Management stays bullish on AI-driven capacity; investors eye customer fab timelines.
Key Stats
Market Cap
417.67BP/E (TTM)
37.88Basic EPS (TTM)
28.41Dividend Yield
0.01%IPO
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