Slide 1: ASML 2012 Fourth Quarter and 2012 Annual Results
Exhibit 99.2 Veldhoven, the Netherlands January 17, 2012 ASML plans 2013 at sales level similar to 2012 ASML 2012 Fourth Quarter and 2012 Annual Results
Slide 2: Forward-looking statements
Forward including expected limited of manufacturing ability changes EUV acquisitions, filings that any our obligation affect research customer to with to: in looking gross enforce statements the economic exchange the including business and to efficiencies margin US base), statements update patents d
Slide 3: Important information
Important approval. submitted statement DOCUMENTS BECAUSE ASML Reference obtained made following and Cymer executive statement/prospectus statement/prospectus. other incommon filed writing without No persons officers on address: Information to Rooms THEY or the Form offer furnished CAREFULLY by stoc
Slide 4: Agenda
• Business summary • Cymer merger update • Business environment • ASML technology status • Customer Co-Investment Program update • Outlook 17 January 2013 Public Slide 4
Slide 5: Business summary
Business summary 17 January 2013 Public Slide 5
Slide 6: Q4 results—highlights
•Q4 been Net results—highlights rounded bookingsfor of readers’ € 667• million, Net convenience. sales32ofsystems € 1,023 . 17 January •million, Backlog 2013 34 at systems €Public 1,214 Slide sold million, valued 6 46 systems at € 767 •million, Used € net 255service millionand cashfield in operation
Slide 7: Net sales
949 919 Sales Total 183net 742sales 1,452 M€1,252 Public930 3,768 844Numbers 277 1,069have 1,529 been 1,228 rounded 934 697 for 555 readers’ 1,176convenience. 1,459 1,2292,954 955 494 1,596 5814,508 1,5215,651 1,21117 1,023 January 0 1000 2013 2000 Q1 3000 Q2 Q34000 Q4 5000 Slide 6000 7 4,732 2007 2
Slide 8: Net system sales breakdown
in value: 11% NAND End-Use weQ4report 2012 EUV total Total ArFmemory value i ArFdry isonly €KrF 767Numbers I-Line millionSales Technology haveinbeen Units rounded I-Line 16 14 2% 3for17ArF readers’ January Immersion convenience 2013 Public 76% KrFSlide 19% 8 Singapore USA 27%5%Korea ArF8% dryTaiwan
Slide 9: Consolidated statements of operations
Consolidated 155 29.1% costs 590 of1,467 €589 14 SG&A 26.0% million, statements 1,146 costs related of70 24.2% operations to 80the 218 Earnings acquisition 259 M€Income Q3 per12 offer share from Q4for (basic) 12operations Cymer 2011€ 2012 0.65Operating 0.66 Net sales 3.45income 2.70 1,229Numbers 1,0
Slide 10: Key financial trends
Key Operating 1,023 185 systems conclusion financial Gross 27.4 ofprofit 22.1 trends tax income audits 23.3 496 2011 % 524 28.8 in23.9% –different 530 2012 27.3531 25.8% Net Consolidated jurisdictions 420 booking 27.0% Grossvalue 25.8% margin statements outside 710 18.1% %865 of 41.0% of the Net 949
Slide 11: Cash flow statements
Cash(50) activities: liabilities (50) investments* cash equivalents flows(301) 114 Impairment M€3,457 (505) (190) Numbers and(3,461) 286 short Net and (713) have cash obsolescence term 782Net provided been investments (34) cash rounded 17 provided January by 32 (used 23 are for73non-GAAP 2013 reader
Slide 12: Balance sheets
Balance receivable, 16% 4,067Total 55% sheets assets Total net 881 M€liabilities 7,261 Numbers 12%100% 605and 8% have 7,411 shareholders’ Finance been 100% rounded receivables, Liabilities equity for 7,261 readers’ and net shareholders’ 79 100% convenience. 1% 7,411 304 4%100% equity Inventories, As
Slide 13: Bookings activity
Bookings 17 Januaryactivity 2013 Public by sector, SlideEUV 13 Memory not included 18% Total IDM 3% value Foundry M€ 66779% Net Due booked to uncertainty • 26 new tools around at €system 617 million allocations • 6 used between tools atDRAM € 50 million and NAND Numbers we report have been total rou
Slide 14: Backlog
Backlog uncertainty End-use Units 40 Foundry in 6 46 value around Value per 54% system M€ Dec Memory 1,190 31th, allocations 24 EUV IDM 1,214 not 28% between ASP included 18% M€DRAM Region 29.8 Total 4.0 and (ship value 26.4 NAND to M€location) 1,214 we report Numbers USAtotal 9%have memory Korea be
Slide 15: Capital return to shareholders
Capital new 2500share 3000 return buy 3500 to back 4000 shareholders program 4500 2006 before 17 January 2007 Cymer’s 2008 2013 2009 shareholders Public 2010Slide 2011 meeting, 152012 • ASML €millions dated proposes 5 February Dividend to again 2013 Share increase • ASML buy back dividend returned C
Slide 16: Cymer merger update
Cymer merger update 17 January 2013 Public Slide 16
Slide 17: ASML—Cymer acquisition clearance status
ASML—Cymer clearance acquisition has approval been merger granted is planned agreement by the forCommittee 5status February • In on Q4 2013 Foreign 2012, • Wewe Investment continue announced to in expect the theintended United the transaction States cash-and-stock (CFIUS) to closeand acquisition in
Slide 18: Business environment
Business environment 17 January 2013 Public Slide 18
Slide 19: Business environment
Businessmanufacturing continued macroeconomic volume environment minimum circumstances: investment •ofEntering future•level generation 2013 Strategic from we plan technology the semiconductors memory for revenues transition sector, 17 to generating be January need at a for similar 2013 extremely an
Slide 20: ASML technology status
ASML technology status 17 January 2013 Public Slide 20
Slide 21: EUV progress
EUV production to 2013 14 Public nm progress • This target Slide encouraging allows of 21105preparation Watts • Demonstrated • Source for initial design first NXE:3300B was fully tested integrated successfully shipments EUVandsource at gives up toshowing 60 us confidence Watts stable for debris expo
Slide 22: EUV deliveries and orders
aEUV Slide net sales deliveries 22 valueandof around orders •€ First 700 million NXE:3300B • Current customer negotiations system with is in 4final customers stage offor test8 and – 12qualification EUV systemfororders, shipment for delivery in Q2 • in We2014, targettofor be afinalized maximum in the
Slide 23: Record service and field options sales
Record record Q4 2008 sales sales Q2 from 2009 fromservice Q4 service 2009and and Q2field field 2010options options Q4 2010 of• Holistic €Q2 2572011 million Lithography Q4 2011 in Q4Q2 and adoption 2012 willQ4 support continues 2012 these € million to levels expand Service through • Performance sale
Slide 24: ASML's Holistic Lithography solutions
ASML’s Holistic improved On- Product Lithograph Performance Solutions forto20drives nm node future andservice below and ASML fieldScanner optionsProcess revenues window Yieldstar enlargement metrologyProcess systemswindow and Litho control InSight Wafer software Trackroadmap Public Slide supports 24
Slide 25: Customer Co-Investment Program update
Customer Co-Investment Program update 17 January 2013 Public Slide 25
Slide 26: Customer Co-Investment Program update
• ASML intends Acceleration statement InvestmentofProgram Co-Investment of EUV to spend 17 development January € 750 will–2013 vary 800 of per machines Public million quarter Slide in and R&D based 26sources inon2013 business • Start • Co-Investment of volume 450 mm with litho participants onetool o
Slide 27: Outlook
Outlook 17 January 2013 Public Slide 27
Slide 28: Q1 2013 Outlook
Q1million, 63 Outlookincluding • Net sales € 6around million € 850 expenses million related • Gross to pending margin about Cymer38acquisition % • R&D ASML costs ofplans € 1852013 million, saleswith levelother similar income to 2012 fromPublic Co-Investment Slide 28 17participants January 2013 of €
Slide 29: Reconciliation between GAAP and non-GAAP measures
Reconciliation (240) GAAP) in short 60term (50) (301) (50) investments between (1,120) (301)Net (190) GAAP 190 cash 17 (110) and used January non-GAAP 0 to 930 acquire 2013 Net increase Public measures ( provided Slide (decrease) Numbers by) 29 Q3 short in 12 have term cash Q4been 12 investments and
Slide 30: ASML
asml