Michael Roeg's questions to ASML Holding NV (ASML) leadership • Q4 2024
Question
After deferring a detailed question about an Investor Day slide, Michael Roeg asked if providing a 12-month rolling booking figure could be an alternative to ceasing quarterly booking reporting, as it would smooth out lumpiness.
Answer
CFO Roger Dassen responded that providing the total backlog figure on an annual basis gets 'awfully close' to that concept. He reiterated the company's belief that an annual backlog update, combined with robust sales guidance, is a sufficient and more meaningful data point for investors than a rolling quarterly booking figure.