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ASML Q3 2025 Results Deep Dive: EUV Momentum, AI Partnerships, and 2026 Outlook
In this video, we analyze the key highlights from ASML’s 2025 Third-Quarter Investor Relations presentation and press release, dated October 15, 2025.
Q3 2025 Overview: ASML reported total net sales of €7.5 billion and net income of €2.1 billion in Q3 2025. The company achieved a gross margin of 51.6% and recorded net bookings of €5.4 billion, including €3.6 billion specifically for EUV systems.
Key Business Updates: The semiconductor industry is driven by artificial intelligence (AI) adoption, supporting investments in advanced Logic and DRAM. ASML is strengthening its position by extending holistic lithography to support 3D integration, shipping its first product for Advanced Packaging, the XT:260 scanner, which offers up to 4x productivity compared to existing solutions. Furthermore, ASML announced a strategic partnership with Mistral AI to integrate AI across its portfolio to enhance system performance and productivity.
Outlook & Long-Term Vision: For the full year 2025, ASML expects total net sales growth of around 15% relative to 2024, with a gross margin around 52%. The outlook for Q4 2025 anticipates strong performance, with expected total net sales between €9.2 billion and €9.8 billion. Looking further out, ASML expects that total net sales in 2026 will not be below 2025 levels. Based on market scenarios presented at the November 2024 Investor Day, ASML sees an opportunity to achieve 2030 annual revenue between approximately €44 billion and €60 billion.

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Keywords: ASML, Q3 2025, Earnings, Semiconductor Industry, EUV, DUV, Lithography, Advanced Packaging, XT:260, AI, Mistral AI, Investor Presentation, Stock, Outlook, Net Sales, Gross Margin, Chipmakers, High NA EUV.

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Disclaimer: This video is for informational purposes only and draws strictly from publicly available company documents. This is not a recommendation to buy, sell, or hold any financial instrument or security. Please conduct your own due diligence before making investment decisions.

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