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POOL Q1 deep dive: Installed base anchors growth amid measured discretionary demand
Swimming pool distributor Pool (NASDAQ:POOL) in Q1 CY2026, with sales up 6.2% year on year to $1.14 billion. Its GAAP profit ...
ASML Holding’s ASML upgrade and service business has been a strong contributor to its Installed Base Management (IBM) segment throughout the past year. In 2025, ASML’s IBM sales increased 26% to EUR 8 ...
(1) Installed Base Management sales equals our net service and field option sales.(2) Net bookings include all system sales orders and inflation-related adjustments, for which written authorizations ...
Dassen guided Q3 net sales to be between EUR 7.4 billion and EUR 7.9 billion, with installed base management sales around EUR 2 billion. Gross margin for Q3 is expected to be between 50% and 52%, with ...
EUR 8.4 billion." "The growth outlook for the semiconductor industry continues to solidify, driven primarily by AI-related infrastructure investment" (President, CEO and Chair of the Board of ...
ASML Holding’s ASML upgrade and service business has been a strong contributor to its Installed Base Management (IBM) segment in the first half of 2025 and remained strong throughout the third quarter ...
Earnings Call Insights: ASML Holding N.V. (ASML) Q2 2025 Dassen guided Q3 net sales to be between EUR 7.4 billion and EUR 7.9 billion, with installed base management sales around EUR 2 billion. Gross ...
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