RaoscaffResearch
Prediction Series · Lock · Issue P-90
Prediction Series · P-90

ASML's Q2 floor — ≥€8.2bn, locked at 93%.

93% probability ASML's Q2 2026 total net sales land at or above €8.2bn — a cushioned floor below its own €8.4–9.0bn guidance. Q1 came in at €8.8bn and full-year guidance was raised to €36–40bn. Resolves ~16 Jul 2026 via ASML.

Type · Prediction Lock · guidance-floor threshold Locked · 2026-06-24 · before the Q2 results release Resolves · ~2026-07-16 · ASML Q2 2026 results (asml.com investors) Scored · binary: Q2 2026 total net sales ≥€8.2bn yes/no
ASML Q2 2026 net sales · our locked floor
≥ €8.2bn
total net sales · vs €8.4–9.0bn guidance

At its Q1 2026 results (15 Apr 2026) ASML reported €8.8bn net sales, guided Q2 to €8.4–9.0bn, and raised full-year 2026 guidance to €36–40bn on AI-driven EUV/High-NA demand. Our €8.2bn floor sits below the low end of the company's own Q2 guide. Source: ASML Q2 2026 results release (asml.com/en/investors); resolves ~16 Jul 2026.

— 1 · The Locked Call

ASML Q2 2026 net sales land ≥€8.2bn — P = 0.93.

We lock a binary: ASML's Q2 2026 total net sales land at or above €8.2 billion, per the company's results release. Confidence 93%.

— 2 · Why it's nail-able

We lock below the company's own guidance floor — a cushioned guidance-floor call.

ASML guided Q2 2026 to €8.4–9.0bn and beat Q1 at €8.8bn; our €8.2bn bar sits below the low end of that guide, so the call survives a modest revenue-recognition slip between quarters. Confidence 93%, not higher, because lithography revenue can shift quarter-to-quarter on shipment timing and acceptance. Resolves against ASML's reported Q2 net sales.

Locked on 2026-06-24 — scored against ASML's reported Q2 2026 net sales.

RAOSCAFF locks P-90 on 2026-06-24, before the Q2 release. Scored against ASML's reported Q2 2026 total net sales versus an €8.2bn floor.

Locked
2026-06-24 (commit timestamp on origin/main)
Resolves
~2026-07-16 — ASML Q2 2026 results release
Source
ASML Q2 2026 results / investor release (asml.com/en/investors)
Scored by
Binary: YES if Q2 2026 total net sales ≥€8.2bn; NO otherwise

Floor sits below the company's own €8.4–9.0bn guide — a cushioned guidance-floor call, not a forecast of the exact number.