Mike Roeg

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas2 topics

Demand1Guidance Reliability1

Question History2 questions

ASMLASML Holding1 quarter

2024 Q4

from a manufacturer perspective, I don't know if anything has changed, actually

DemandView in transcript →

you will no longer show the quarterly bookings is perhaps a 12-month rolling booking figure something that would be smoothing out all those lumpy intakes

Guidance ReliabilityView in transcript →