Cohu, Inc. (NASDAQ:COHU) Q2 2024 Earnings Conference Call July 31, 2024 4:30 PM ET Company Participants Jeff Jones - CFO Luis Muller - President and CEO Conference Call Participants Brian Chin - Stifel Ross Cole - Needham & Company David Duley - Steelhead Securities Operator Good day, and thank you for standing by. Welcome to Cohu's Second Quarter 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-a ...

Cohu (COHU) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this maker of semiconductor test equipment would post a loss of $0.01 per share when it actually produced earnings of $0.01, delivering a surprise of 200%. Over the last four quarters, ...

Exhibit 99.1 Cohu Reports Second Quarter 2024 Results ● Second quarter revenue $104.7 million, approximately 66% recurring ● Gross margin of 44.8%; non-GAAP gross margin of 45.1% ● Launched two new products: Krypton inspection metrology system and cStrider MEMS probe card ● Announced multi-year estimated $100 million win for test automation and inspection systems POWAY, Calif., July 31, 2024 – Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield ...

0.3% (2,718) $304,817 47.9% | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------|---------|--------------------------------|-------------|--------------------------------|-------------|---------------------------------|-------------| | Earnings Reconciliation | | 3 Months Ending \nDec 30, 2023 | Diluted EPS | 3 Months Ending \nMar 30, 2024 | Diluted EPS | 12 Months Ending \nDec 30, 2023 | Diluted EPS | | Net income (loss) - GAAP | | $ ( ...

CapEx in Q1 was $3.3 million with approximately $2 million related to our factories in the Philippines and Malaysia, supporting operations for our interface and automation businesses. Overall, Cohu continues to maintain a strong balance sheet to support investment opportunities to expand our served markets and technology portfolio in line with our growth strategy and return capital to shareholders through our share repurchase program. As a result, we are now modeling operating expenses to average approximat ...

Cohu Reports First Quarter 2024 Results ● Gross margin of 45.8%; non-GAAP gross margin of 46.0% POWAY, Calif., May 2, 2024 – Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today reported fiscal 2024 first quarter net sales of $107.6 million and GAAP loss of $14.6 million or $0.31 per share. Cohu also reported first quarter 2024 non-GAAP income of $0.6 million or $0.01 per share. "Recurring revenue continued to deliver sta ...

Cohu, Inc. (NASDAQ:COHU) Q4 2023 Earnings Conference Call February 15, 2024 4:30 PM ET Company Participants Jeffrey Jones - Chief Financial Officer Luis Müller - Chief Executive Officer Conference Call Participants Ethan Widell - B. Riley Securities Brian Chin - Stifel Robert Mertens - TD Cowen Operator Hello and welcome to Cohu Inc. Fourth Quarter 2023 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and- ...

Q4'23 FINANCIAL RESULTS Cautionary Statement Regarding Forward-Looking Statements Certain statements contained in this presentation may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding the introduction of AI inspection software and expansion of recurring business; the successful integration of EQT; being aligned to high growth semiconductor market applications; resiliency of our recurring business model a ...

POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading U.S. fabless semiconductor manufacturer has selected Sense+ system with µ-sense for testing their next generation high-fidelity microphones. The µ-sense microphone tester is Cohu’s latest product in our MEMS test solution portfolio, and when combined with the Sense+ automation platform, it delivers state-of-the ...

Research and Development Research and development activities are carried on in our various subsidiaries and are directed toward development of new products and equipment, as well as enhancements to existing products and equipment. Our total research and development expense was $88.6 million in 2023, $92.6 million in 2022 and $92.0 million in 2021. We work closely with our customers to make improvements to our existing products and in the development of new products. We expect to continue to make significant ...