Slide 1: Fourth Quarter and Full Year 2013 Results
Exhibit 99.2 Exhibit 2013 Continued ASML Veldhoven, January reports 99.2 22,strong the 2014 Fourth 2013 Netherlands demand Quarter resultsunderpins as and guided, 2013solid Annual reiterates startResults ofH1 2014 2014 expectation
Slide 2: Forward Looking Statements - Safe Harbor Statement
Slide Public ASML 22 Forward “Safe expected adjustments), including: base), constraints, rights, payments Exchange January 2Harbor” including thelooking sales and Commission risk economic 2014 thethe share Statement levels, of continuing the statements number intellectual impact repurchases, conditi
Slide 3: Business summary, environment, technology status, outlook
Slide Public 22 Business ASML Outlook January 3 technology summary environment 2014 status
Slide 4: Business summary
Slide Public ASML 22 Business January 4 summary 2014
Slide 5: 2013 highlights
Slide Public ASML 22 2013 Net Completed Without Shipped Delivered Implemented Returned January sales –5 highlights the 3rd of more next 2014 acquisition acquisition-related €generation holistic 5,245 generation than €million, litho 500 of EUV Cymer immersion million products gross systems impact, ca
Slide 6: Q4 results highlights
Slide Public ASML 22 Q4 Record Gross GM Operating Backlog Net Numbers *see January results bookings is pro 6margin negatively net at forma have margin –€sales 2014 highlights 1,953 ofbeen and financial €43.6% ofimpacted backlog of 1,449 million, €rounded 26.0% 1,848 million, overview numbers by mill
Slide 7: Net sales breakdown Q4 2013
Slide Public ASML 22 Net Total Technology Numbers 16% USA 21% Korea 13% China 41% Taiwan Region 74% Japan 46% Foundry 19% IDM 35% Memory End-Use Rest 21Sales ArF EUV I-Line KrF ArFdry 67 January system dry iImmersion of 4% value 7in 3% Asia Units 3% have Europe 2014 is sales 1%€been 1,441 breakdown
Slide 8: Total net sales by quarter
Slide Public ASML 22 Total 01Net 892 742 277 919 949 1,252 1,452 555 1000 1,187 1,069 581 844 930 1,228 1,596 1,529 697 2000 1,176 934 1,318 494 1,229 3000 2,954 955 1,459 1,521 3,768 4000 1,848 1,023 4,508 4,732 1,211 5000 5,245 5,651 6000 Q1 2013 2012 2011 2010 2009 2008 2007 Numbers 83January Q2
Slide 9: Consolidated statements of operations
Slide Public ASML 22 Consolidated Q3 Gross Other R&D SG&A Income Operating Net Earnings *Numbers **Customer January incl. 13 sales income 9costs income profit margin Q4 costs from € per 1,318 have 31 13 income 2014 (244) 193 as Co-Investment 531 (91) million share operations 2012 statements %(CCIP*)
Slide 10: Key financial trends
Slide Public ASML 22 Key Consolidated Q4 Gross Other R&D SG&A Income Operating Litho ASP Net *Numbers a) b)Due provisional settlement January 12 sales income booking financial new 10 units costs income profit margin to Q1 costs from the 1,023 have litho 13 income 2014 sold (155) 298 as 420 Cymer val
Slide 11: Cash flow statements
Slide Public ASML 22 Cash Q3 Adjustments Impairment Depreciation Deferred Other Change Total Net Numbers January 13 income cash increase flows FX 11 non-cash Q4 inprovided income effects have 13 assets 2014 M€ 193 and (decrease) to and 2012 been reconcile items obsolescence 481 (4) and taxes amortiz
Slide 12: Balance sheets
Slide Public ASML 22 Balance Assets Cash Net Inventories, Tax Goodwill Other Property, Liabilities Current Non-current Shareholders’ Total Numbers January accounts assets & assets liabilities 12 assets intangible Dec cash liabilities sheets plant have 149 and 200 2014 31st, 7,411 net 558 liabilities
Slide 13: Net bookings
Slide Public ASML 22 Bookings Total Net 59% Memory 16% IDM 25% Foundry 844 Numbers used January new booked value 13tools tools have activity 2014 M€ atat€been €1,449 56 1,393 bymillion rounded sector, million EUV for readers’ not included convenience
Slide 14: Backlog
Slide Public ASML 22 Backlog KrF Technology ArF i-line Foundry End-use IDM Memory 83% Numbers (ship Region Taiwan USA Korea China Rest Value 56 10 46 Units systems Total Used New ASP 1,953 47 1,906 34.9 4.7 41.4January 13% immersion of M€ 32% 35% to value 14 1% M€ 22% 29% Asia backlog 12% location)
Slide 15: Capital return
Slide Public 22 Capital Through 30% ASML Dividend 0.7 0.25 €2007 Cumulative 5000 0D Buy 2006 ividend millions January 0.6 back 0.20 of 2008 4500 2007 15returned proposes 0.5 return the 31 (euro) history 0.20 0.4 2009 4000 2008 2014 €capital December 1.0 to 0.3 0.40 more 2010 3500 2009 to shareholder
Slide 16: Business environment
Slide Public ASML 22 Business January 16 environment 2014
Slide 17: Business environment
Slide Public 22 Business In MPU The ASML the January Memory 17 continues Foundry therefore environment 2014 segment segment, the reiterates 14nm continues our node that customers H1 ramp to 2014 pickare up netinstalling insales lightwill ofcapacity tight be around mobile for€the 3DRAM billion, 20 nm
Slide 18: ASML technology status
Slide Public 22 ASML January 18technology 2014 status
Slide 19: EUV system overview
Slide Public ASML 182322 First EUV NXE:3300B systems more system January NXE:3350 overview cleanroom 19NXE:3300B isunder (#4) 2014 exposing issystems factory system install extension systems 10nm shipping qualified hasisprocess been in under various of started and which construction qualification pr
Slide 20: EUV progress
Slide Public ASML 22 Multiple We Progress source improved EUVJanuary have — has 20upprogress customers made demonstrated been source mask time 2014 qualified in and defect control the toward cost have industrialization management source of for architecture been production ownership next power printi
Slide 21: EUV revenue recognition
Slide Public ASML 22 EUV First After Expected Revenue Upon January NXE:3300B shipments 21 having installation recognition revenue 2014 shipped and and has recognition tool will 3customer been systems, recognition happen recognized inacceptance, we 2014: after expect install in 1 system Q4 to approx.
Slide 22: Product highlights
Slide Public ASML 22 Product Rapid We Holistic Yieldstar Brion This January saw is22 and adoption the highlights aLithography adoption significant a3rd 2014 major such of our foundry rate deal increase sales most for with 20nm doubled customer advanced ainfoundry sales volume inreached immersion of
Slide 23: Outlook
Slide Public ASML 22 Outlook January 23 2014
Slide 24: Q1 outlook
Slide Public 22 Q1 Net Gross R&D SG&A Other Revenue ASML January outlook sales 24 costs income margin costs reiterates recognition around 2014 ofofaround (Customer about about H1 € 1.4 €2014 for 42% €280 billion 85 1Co-Investment expected EUV million system. salesExcluding Program) of aroundof EUV,
Slide 25: ASML
ASML