[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.4K followers Created: 2025-07-16 05:14:36 UTC 🚨Just in : $ASML Q2 Results 🚨 - Revenue est: €7.7B vs €7.54B 🟢 - EPS est: €.90 vs €5.23 🟢 ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024, with a gross margin of around XX% Guidance: Q3 Net Sales: €7.4B–€7.9B vs €8.21B est 🔴 Q3 Gross Margin: 50–52 % vs XXXX % 🟠CEO remarks: "Our second-quarter total net sales came in at €7.7 billion, at the top end of our guidance. The gross margin was 53.7%, above guidance, primarily driven by higher upgrade business and one-offs resulting in lower costs. And this is important: No guidance for 2026 🙄 “Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage. Overall, I think this is a mixed big. Strong Q2 results, above expectations. But long-term uncertainty is probably key here. Very curious how they will address this during their earnings call. Are you happy with the results?  XXXXXX engagements  **Related Topics** [asml](/topic/asml) [eps](/topic/eps) [$asml](/topic/$asml) [investment](/topic/investment) [Post Link](https://x.com/TacticzH/status/1945351336729714997)
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TacticzHazel - Value Investing @TacticzH on x 13.4K followers
Created: 2025-07-16 05:14:36 UTC
🚨Just in : $ASML Q2 Results 🚨
- Revenue est: €7.7B vs €7.54B 🟢
- EPS est: €.90 vs €5.23 🟢
ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024, with a gross margin of around XX%
Guidance: Q3 Net Sales: €7.4B–€7.9B vs €8.21B est 🔴 Q3 Gross Margin: 50–52 % vs XXXX % ðŸŸ
CEO remarks: "Our second-quarter total net sales came in at €7.7 billion, at the top end of our guidance. The gross margin was 53.7%, above guidance, primarily driven by higher upgrade business and one-offs resulting in lower costs.
And this is important: No guidance for 2026 🙄
“Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage.
Overall, I think this is a mixed big. Strong Q2 results, above expectations. But long-term uncertainty is probably key here.
Very curious how they will address this during their earnings call.
Are you happy with the results?
XXXXXX engagements
Related Topics asml eps $asml investment