Sara Russo

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

Focus Areas3 topics

Guidance Reliability1Demand1Revenue Growth1

Question History2 questions

ASMLASML Holding1 quarter

2024 Q4

your decision to phase out bookings information, and as we understand it, only provide a backlog you annually. Can you talk us through the decision to do that?

Guidance ReliabilityView in transcript →

are you sort of more confident in the midpoint of guidance or are you starting to see 2026 EUV orders come through as well, given the typical 18 month lead times?

DemandRevenue GrowthView in transcript →