Company ParticipantsSkip Miller -
Vice President of Investor RelationsPeter Wennink
- President & Chief Executive OfficerRoger Dassen
- Executive Vice President & Chief Financial OfficerConference Call ParticipantsMehdi
Hosseini - SusquehannaJoe Quatrochi
- Wells FargoStephane
Houri - ODDO BHFSara Russo -
BernsteinFrancois-Xavier
Bouvignies - UBSTammy Qiu -
BerenbergDidier
Scemama - Bank of AmericaAndrew
Gardner - CitiSandeep
Deshpande – JPMorganRoger DassenThank you,
Peter and welcome, everyone. I will first review the fourth quarter and full
year 2023 financial accomplishments and then provide guidance on the first
quarter of 2024.Let me start
with our fourth quarter accomplishments. Net sales came in at €7.2 billion
which is just above our guidance, primarily due to more installed base
business. We shipped 10 EUV systems and recognized €2.3 billion revenue from 13
systems this quarter. Net system sales of €5.7 billion which was mainly driven
by Logic at 63% and with the rema
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