ASML (ASML) Q4 FY25 earnings call

ASML delivered a record Q4 FY25, with strong performance across sales, order intake, and cash flow, primarily fueled by AI-driven demand for advanced logic and memory. The company provided a robust FY26 outlook, anticipating significant growth in EUV and installed base business. Concurrently, ASML is undertaking a strategic reorganization of its engineering team, aiming to enhance agility and innovation by reducing leadership roles and creating new engineering positions, while maintaining its long-term growth trajectory and commitment to community investment.