Net bookings add accepted orders to the demand pipeline, backlog represents accepted business not yet recognized as revenue, and deferred revenue captures consideration received or billed before recognition. System revenue and system units sold show realized equipment delivery. The bridge is useful analytically but not a standardized accounting identity across issuers.
Listing facts
- SEC issuer name
- ASML HOLDING NV
- Ticker
- ASML
- Exchange
- Nasdaq
- Instrument family
- Not yet reviewed
- SEC issuer CIK
- 0000937966
- Listing source refreshed
- 2026-09-13
Company Research Map
These reviewed encyclopedia concepts are supported by public-company evidence for this business. Operating-model groups show how the reported concepts fit together without implying that every metric in the broader model is reported by this issuer.
Semiconductor Equipment Operating Model
10 reviewed conceptsConnect bookings and backlog, system and service revenue, installed-base monetization, end-market mix, deferred revenue, customer concentration, and system units to understand semiconductor-equipment economics.
- Equipment Backlog
- Foundry & Logic Mix
- Installed-Base Revenue
- Memory Revenue Mix
- Net Bookings
- Service Revenue
- Service Revenue Mix
- System Revenue
- System Revenue Mix
- System Units Sold
How these metrics connect
These bridges come from the reviewed operating model. Linked concepts have public-company evidence for this issuer; broader bridge coverage remains explicit when the model contains additional concepts.
New systems versus installed-base monetization
5 of 5 reviewed conceptsSystem revenue and system revenue mix show dependence on new capital-equipment sales, while service revenue, service revenue mix, and installed-base revenue show support, spares, upgrades, software, and field-option economics around tools already deployed. Issuer category boundaries differ and should remain explicit.
End-market and customer exposure
2 of 3 reviewed conceptsMemory and foundry or logic revenue mix describe which semiconductor investment cycles drive demand, while customer concentration shows dependence on a small number of large chipmakers. These issuer-defined views add cycle and dependency context rather than forming standardized cross-company segment measures.