Slide 1: Q2 2014 Results
Exhibit 99.2 Full-year ASML Veldhoven, July 16,2014 Q2 2014 sales sales the Second impacted Netherlands as guided, Quarter bygross timing Results margin of logic tops capacity guidedramp range
Slide 2: Forward-looking statements
Slide Public ASML 16 Forward This segments, “could”, facts, statements include, of and be in the result exchange our shipped, July number US capacity document 2but of customer Securities 2014 without new “should”, looking rather expected do of our rates, constraints, information, not EUV contains ab
Slide 3: Agenda
Slide Public 16 Agenda Business ASML Outlook July 3 technology 2014 summary status environment
Slide 4: Business summary
Slide Public ASML 16 Business July 4 2014 summary
Slide 5: Q2 results highlights
Slide Public ASML 16 Q2 Record Gross Positively Operating Backlog Net Numbers July results sales bookings 5margin average 2014 atof have margin impacted –€€highlights 1,763 of and 1,644 been selling €45.7% backlog of 1,048 million, by rounded million, 25.9% price sector/product million, numbers 46 3
Slide 6: Net sales breakdown Q2 2014
Slide Public ASML 16 Net Total KrF Technology ArF (ship Region China Korea Taiwan Japan USA Europe Memory End-Use IDM Foundry 1Sales EUV Numbers 24July system 2% Immersion 226% 47% ArF to value 6in 11% 4% 24% 21% 2014 13% location) Units I226% 48% have line i ArFdry is sales €1% been 1,243 91% break
Slide 7: Total net sales by year
Slide Public ASML 16 Total Net 6000 3,768 2,954 1,596 4,508 5,651 4,732 5,245 YTD Q1 Numbers July Q2 Sales 5000 net 3,040 71,848 955 494 581 1,521 1,211 1,023 Q3 2014 sales have 934 697 555 Q4 4000 1,644 1,459 1,176 1,229 1,318 M€ 930 844 277 been 3000 1,397 1,529 1,069 1,228 1,187 949 919 183 round
Slide 8: Net sales by memory, IDM, foundry and service
Slide Public ASML 16 Total Net 6000 3,768 2,954 1,596 4,508 5,651 4,732 5,245 YTD Memory Numbers July Sales 5000 net 3,040 81,252 417 437 421 613 767 930 2014 IDM sales have 487 358 315 944 1,856 2,279 4000 767 2,064 Foundry M€ 570 698 233 366 been 473 3000 844 588 440 by 2,294 1,461 627 2,585 round
Slide 9: Consolidated statements of income
Slide Public ASML Consolidated Q3 Q4 Q1 Q2 Gross Other R&D SG&A Income Operating Earnings Litho ASP Numbers 1,048 45.2 31 0.90 0.91 24.3% 399 25.9% 425 (80) (267) 45.7% 752 1,644** 1,070 28.6 40 0.56 17.8% 249 19.0% 266 (85) (279) 20 610 1,397 1,449 26.5 56 1.08 1.09 481 26.0% 480 (90) (253) 43.6% 8
Slide 10: Consolidated statements of cash flows
Slide Public ASML 16 Cash Q3 Q4 Q1 Q2 Adjustments Depreciation Allowance Change Accounts Inventories Capex Purchase Dividend Other Effect Net 6Free (216) (85) (372) (322) (51) 46 (10) (101) 199 20 34 49 245 48 193 431 8(188) 207 3(244) (52) 41 96 (55) (100) 12 68 481 52 469 1325 (164) (95) (17) (78)
Slide 11: Consolidated balance sheets
Slide Public ASML 16 Balance Cash Assets Net Inventories, Tax Other Goodwill Property, Liabilities Current Non-current Shareholders’ Total Q3 6,522 1,538 2,490 10,550 1,127 759 2,208 266 584 2,372 883 2,351 Q4 6,621 1,854 2,758 11,233 1,163 723 2,134 253 674 2,492 1,070 2,724 Q1 6,922 1,723 2,869 11
Slide 12: Bookings
Slide Public ASML 16 Bookings Total Memory Foundry IDM Net 22 7ASP EUV Numbers used July new booked €2% not value 12 45.0 tools tools 2014 43% 55% included have activity M€ million atat€been €1,048 58 990 bymillion rounded sector millionfor readers’ convenience
Slide 13: Backlog
Slide Public ASML 16 Backlog Technology KrF i-line ArF Foundry End-use Memory IDM (ship Region USA Taiwan Korea Rest Europe 66% Value Units ASP EUV 38.3 1,763 46 Total 6.2 68 11 Used 48.4 1,695 35 systems New Numbers July dry 6% immersion of M€ 24% 35% to not value 13 1% M€ 41% Asia 6% backlog 2014
Slide 14: Capital return
Slide Public 16 Capital Of Repurchased ASML €Cumulative Millions week 2014 2013 700 July the14 16 €€returned return 2014 600 1.0 weekshare €billion shares 500 to 20more shareholders week buy €2013-2014 will 400 than back 24be € 300 week €cancelled current 5 billion buy € 28 200 back program week €in
Slide 15: Business environment
Slide Public ASML 16 Business July 152014 environment
Slide 16: Business environment
Slide Public ASML 16 Business The LOGIC adjustment Expected NAND Demand No Bit DRAM Bits Litho July Vertical growth ramp supplied 16 process 2014 being environment total offorecast of NAND the by intensity the installed met 20/16/14 planned ASML through capacity low20 of increases 20/16/14 40s% Q4 t
Slide 17: Outlook
Slide Public ASML 16 Outlook July 172014
Slide 18: Outlook
Slide Public ASML 16 Q3 Outlook Gross R&D SG&A Other Full-year 3Logic EUV July net18 costs income customers margin sales costs systems 2014 2014 ofaround ofaround (Customer about net about will re-evaluating sales €now 42%, €1.4 260 80 ofCo-Investment ship billion, million around including in the201
Slide 19: ASML technology status
Slide Public 16 ASML July 19technology 2014 status
Slide 20: EUV status
Slide Public ASML 16 EUV We Status: 3One 4th In Targets: NXE:3300B 2016 July generation doubled NXE:3300B status 202014 we will and wafer NXE deliveries targets provide isprocessing recognized system our will(NXE:3350B) customers shift capability in revenue into with 2015 at this the integration the
Slide 21: EUV progress
Slide Public ASML 16 Progress Source Higher Advanced Dose Optical Overhead Resist Drive Droplet Collector Conversion Automation Wafers SOURCE System SCANNER Full In-situ Improved Scanner Reduced July automation margin 21 laser sensitivity cleaning Power conversion per Availability 2014 transmission
Slide 22: EUV towards production insertion
Slide Public ASML 16 Multiple NXE:3300B Defect EUVJuly towards source: 22reduction 2014 customers imaging Improvements production ~10x areand per qualifying insertion overlay year demonstrated shown performance EUVand forin full-size insertion conversion is in EUV line at the with efficiency, pellic
Slide 23: Product highlights
Slide Public ASML 16 Product TWINSCAN An Another First We July NXT:1950i started TWINSCAN 232014 highlights NXT:1960Bi shipping productivity system NXT:1960Bi oursystem with next-generation continues a imaged productivity system tomore set has integrated new enhancement than been records: 1.5 upgrad
Slide 24: ASML
ASML