)

ASM International (ASM) investor relations material
ASM International Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic priorities and growth outlook
Targeting revenue of over €5.7 billion by 2030 with a minimum 12% CAGR, outpacing the WFE market's 6% CAGR, and focusing on leading ALD share, DRAM, HBM, epitaxy, and advanced packaging.
Advanced packaging is a key mid-term growth area, leveraging chemistry innovation and interface engineering, with plans to double SAM to over 30% of TAM by 2030.
Service business to exceed 50% outcome-based services by 2030, leveraging automation, sustainability, and innovation in spares and services.
Sustainability integrated into operations, aiming for net zero by 2035, 100% renewable electricity, and industry recognition for leadership.
Continued investment in R&D, manufacturing expansion (including new facilities in Korea, US, Singapore), and digital transformation to support innovation and operational efficiency.
Technology and innovation roadmap
ALD and Epi intensity are increasing with advanced nodes (2nm, 1.4nm, 1nm, CFET), driving higher layer counts, complexity, and significant SAM increases.
AI and ML are embedded in products to accelerate customer innovation and improve tool uptime.
New materials, chemistries, and process innovations (e.g., flowable carbon, dry cleaning) are being developed for next-gen devices and sustainability.
ALD and Epi markets forecasted to outgrow WFE, with ALD market CAGR of 9–13% and Epi market CAGR of 9–13% through 2030.
Strong global footprint and partnerships with leading research institutions support technology leadership.
Financial performance and guidance
2027 revenue guidance: €3.7–4.6 billion, gross margin 47–51%, operating margin 28–32%.
2030 targets: revenue above €5.7B, gross margin 47–51%, operating margin above 30%, free cash flow over €1B, SG&A below 7%, R&D in low double digits as % of revenue.
Capital allocation prioritizes growth investments (R&D, capex, M&A), with excess cash returned to shareholders via dividends and buybacks; over €2.3B returned since FY15.
Recent performance: outgrew WFE with 22% CAGR (2020–2024), 49% average gross margin, and 27% operating margin.
Short-term headwinds in Q4 and early 2026 expected, with H2 2025 revenue 5–10% lower than H1 2025, but strong recovery anticipated as leading edge ramps and new nodes enter production.
Next ASM International earnings date

Next ASM International earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage