Slide 1: Third Quarter 2014 Results
Exhibit 99.2 Public 2014 ASML Veldhoven, Octoberconfirms 15, the 2014 Third Netherlands full-year Quartersales Results guidance, supported by solid backlog
Slide 2: Forward Looking Statements
Forward Slide Public 15 This segments, including repurchase You variations results limitation, base), constraints, systems environment, included undertake October can document 2including and expected generally looking inEUV to of expected economic readers shares. ASML’s 2014 performance update these
Slide 3: Agenda
Slide Public 15 ••Agenda October 3 Outlook ASML 2014 Business summary status environment technology
Slide 4: Business summary
Slide Public 15 Business October 4 summary 2014
Slide 5: Q3 results highlights
Q3 Slide Public ••15 • October results Net 5 sales –2014 highlights ofmargin €€2,406 Average 1,322 selling pricemillion, of 30systems litho €million, 29.5 millionsystems sold, valued per machine at € 884 representing million, net service and and field i-lineoption sales the at € 438 mixmillion havea
Slide 6: Net sales breakdown Q3 2014
NetOctober Total Slide Public 15 Technology KrF Memory 12% EUV 14%(ship China Foundry ArF 72% Sales 29% Taiwan 13 10 40% USA system Iof Immersion 2Europe22% 7% 5 Numbers Rest EUV Region value 6in line ArF50% Units 8% to i2% Asia is 2014 sales haveEnd-Use location) €28% ArFdry 9% 884 Korea breakdown
Slide 7: Total net sales
Total Slide Public 15 6000 5000 5,245 4,508 1,023 4000 1,521 ales S 494 Net 2000 1,596 930 555 1000 0949 2007 Numbers 183 3000 October 934 1,318 844 1,452 919 955 5,651 1,211 3,768 697 2008 net 71,228 4,362 1,848 1,459 1,229 1,176 581 277 2,954 sales have 1,529 1,252 2009 4,732 2014 Q3 Q1 Q2 1,322 1
Slide 8: Total net sales by end-use
Total Slide Public 15 6000 5000 767 5,245 4,508 1,252 4000 1,205 417 ales S 570 Net 2000 421 440 1000 1,461 02627 Numbers 007 3000 October 358 944 437 2,585 935 2,954 5,651 4,732 3,768 698 2,294 2008 net 8233 Memory 4,362 Service 487 366 sales have 1,596 588 1,489 2009 YTD 2014 613 315 2,064 IDM 844
Slide 9: Consolidated statements of income
Consolidated Slide Public 15 Q3 Gross Other R&D SG&A Income Operating Earnings Litho ASP Net *Numbers October 13 sales income booking new 9units costs income* profit margin Q4 costs from Customer per 1,318 have litho 13 income sold (244) 2014 193 as 531 value (91) share operations Q1 statements %asy
Slide 10: Cash flow statements
Cash Slide Public 15 Q3 Adjustments Depreciation Allowance Change Inventories Accounts Capex Purchase Dividend Other Effect Net Free *Numbers Free October 13 income cash increase cash flows 10 non-cash assets investing financing of Q4 cash (Purchase inprovided changes of have paid receivables payabl
Slide 11: Balance sheets
Balance Slide Public 15 Assets Cash Net Inventories, Tax Goodwill Other Property, Liabilities Current Non-current Shareholders’ Total Numbers October accounts assets & assets liabilities 11 assets intangible Q3 cash liabilities sheets plant have 2,134 and 253 13 2014 11,233 net 674 liabilities equiv
Slide 12: Total net bookings
Bookings Total Slide Public 15 Net 37 10 Memory IDM Foundry Numbers October new used booked 9% value 12tools tools 15%EUV 76% have activity M€ 2014 at atbeen €1,397 € 1,346 51 by not rounded million sector included million for readers’convenience
Slide 13: Total backlog
Backlog Total Slide Public 15 Technology (ship Europe KrF i-line ArF End-use 89% Foundry New 19% 72% dates 61% Value EUV Numbers October dry 7% immersion 20% of Used to not value in 13 1% M€4% backlog location) the Taiwan 3% in 50% included have 10% Korea 2,306 Total value M€ 2014 next Region been 2
Slide 14: Capital return
Capital Of Repurchased ASML Slide Public 15 0.7 o) 0.6 (eur 0.5 0.4 million 0.3 0.46 Dividend 0.25 00.1 2007 0sOctober the Y 6000 0.61 0.20 5000 4000 0.53 1000 2008 14 Share-buy €returned return 3000 €1.0 0.20 history 0.2 Dividend 2000 T2009 2014 billion shares 0.40 toDmore 2010 back shareholders Cu
Slide 15: Business environment
Slide Public 15 Business October 15 environment 2014
Slide 16: Business environment
Business Slide Public 15 In customers Equipment Continued For Demand No Tight The depends Estimated out” Accelerated demand H1 October clear FY ramp capacity 16 capacity 2015 2015 for on being capacity environment of foundry based shrink installations 2014 the we pilot 10nm 20/16/14 we by at met exp
Slide 17: Outlook
Slide Public 15 Outlook October 17 2014
Slide 18: Outlook
Slide Public Outlook 15 Q4 Gross R&D SG&A Other ASML October net18 costs income margin sales costs expects of 2014 around ofaround (Customer about full-year about€43%, €1.3 260 802014 Co-Investment billion, million including net including sales EUV ofProgram) at1least EUV€of system 5.6about billion
Slide 19: ASML technology status
Slide Public 15 ASML October 19technology 2014 status
Slide 20: EUV: NXE:3300B status
Demonstrated All In Slide Public 5615 4th EUV NXE:3300B more 2016 October installed generation status: cleanroom 20NXE:3300B we 2014 expect Targeting NXE:3300B >500 NXE systems extension towafers/day system systems provide mid-node fully systems is(NXE:3350B) qualified being under ourinsertion custo
Slide 21: NXE:3350B improvement program
Slide Public 15 Improvement Conversion CE customers Drive Doubled power demonstrated ASML Laser Wafers reliability Reduced margin advanced Optical transmission Faster Improved optimization NXE:3350B October of21 to laser 4% resist to margin per with Exposure per source dose ~80 controls design effic
Slide 22: EUV customer insertion plans
EUV Slide Public 15 We Other In this October aretowards 22customers scenario working 2014 production we with areexpect preparing a customer insertion to ship fortowards around initial learning 6a NXE:3350B mid-node in a insertion manufacturing systemsofstarting EUV environment atmid the 10nm 2015wit
Slide 23: EUV shipments and revenue plan
Slide Public 15 EUV NXE:3300 Revenue Shipment NXE:3350 *Timing October shipments 23 of 1plan in — 5Revenue Orders ?Shipments 2014 revenue R&D TBD* 13350 7—& and 16Shipment 11 revenue 1recognition revenue —3TBD* 5 02013 8plan recognition NXE:3350 2014 — 3 2015 3 depending Total on final T&Cs in comme
Slide 24: Product highlights
Product Slide Public 15 We TWINSCAN any A scanner 1.5 With milestone and Our time high-volume TWINSCAN October million shipped new memory integrated and 11 24 highlights shipments major enhances wafers 2014 12 customers manufacturing NXT:1970Ci, metrology of product system our within manufacturing i
Slide 25: ASML
ASML