
EP #133 - Earnings Season has started! Includes several nice #DividendHikes 💪🏻
Dividend Talk
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ASML's Revenue Growth Is a Good Thing.
This year, they sold 40 of those expensive EOV machines, but they shipped 54. They need to stand on a special surface that is shock resistant because one little microshock can already disrupt the whole production and so these are heavy specialized buildings. And so they had to install them there with that also later revenue recognition. So this 14 will probably be accounted for this year. It's important to know that to realize that. But still then, the margins are pretty decent again.
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