November 2021 Company Confidential Cohu Investor Presentation 心 Cohu Cautionary Statement Regarding Forward-Looking Statements 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 Semi market sizes and CAGR, Target mid-term financial model, target revenue CAGRs by product line, secular tailwinds driving end market growth, produc ...

October 28, 2021 October 28, 2021 Page 1 Q3'21 Financial Results 詹 Cohu Cautionary Statement Regarding Forward Looking Statements Forward Looking Statements: Certain statements contained in this release and accompanying materials may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding estimated test cell utilization, expansion of testers and contactors in power management, display driver, RF mmWave and broad ...

Cohu, Inc. (NASDAQ:COHU) Q3 2021 Earnings Conference Call October 28, 2021 4:30 PM ET Company Participants Jeff Jones - Chief Financial Officer Luis Müller - President & Chief Executive Officer Conference Call Participants Brian Chin - Stifel Craig Ellis - B. Riley securities Tom Diffely - D.A. Davidson David Duley - Steelhead Securities Christian Schwab - Craig-Hallum Charles Shi - Needham & Company Operator Good day and thank you for standing by. Welcome to the Cohu Incorporated Third Quarter 2021 Financi ...

August 2021 August 2021 Page 1 Company Confidential Cohu Investor Presentation 心 Cohu Cautionary Statement Regarding Forward-Looking Statements 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 Semi market sizes and CAGR, Target mid-term financial model, Quarterly targets under Target Model, target revenue CAGRs by product li ...

Cohu, Inc. (NASDAQ:COHU) Q2 2021 Earnings Conference Call July 29, 2021 8:30 AM ET Company Participants | --- | |---------------------------------------------------------------------------| | | | Jeffrey Jones - VP, Finance & CFO Luis Muller - President, CEO & Director | | Conference Call Participants | | Brian Chin - Stifel, Nicolaus & Company | | Thomas Diffely - D.A. Davidson & Co. | | Toshiya Hari - Goldman Sachs Group | | Craig Ellis - B. Riley Securities | | David Duley - Steelhead Securities | | Kinn ...

Company Overview - Cohu operates in the $6.5 billion Semiconductor and PCB markets[8] - The company's Last Twelve Months (LTM) revenue is approximately $723 million, representing about 41% of recurring revenue[8] - Cohu has achieved a 5-year revenue Compound Annual Growth Rate (CAGR) of approximately 19%[8] Financial Targets and Outlook - The mid-term target model includes a gross margin of 48% and an operating income of 23%[9] - Q2'21 revenue guidance is between $234 million and $250 million[26] - The adjusted EBITDA for Q2'21 is expected to be around 22% at the midpoint of the guidance[26] Growth Strategy - Target revenue CAGR for Auto ADAS & Electrification is 17%, Industrial Automation is 12%, Sensing & Power is 20%, and Data Processing & Storage is 12%[10] - The company is focused on extending leadership in high-growth RF test and delivering high yield test and inspection for 5G, ADAS, and xEV applications[9] - The company aims to achieve approximately 14% revenue CAGR, which is 2x the market growth[42] Divestment and Capital Allocation - The PCB Test business was divested to Mycronic AB for $125 million, which is approximately 24x LTM revenue of $52.9 million[31] - Estimated net proceeds from the divestment are expected to be between $95 million and $100 million after transaction costs and taxes[31] - The company intends to use the proceeds to repay outstanding principal on the term loan B facility[31]

Cohu, Inc. (NASDAQ:COHU) Q1 2021 Earnings Conference Call April 29, 2021 8:30 AM ET Company Participants Jeffrey Jones - VP, Finance & CFO Luis Muller - President, CEO & Director Conference Call Participants Brian Chin - Stifel, Nicolaus & Company David Duley - Steelhead Securities Craig Ellis - B. Riley Securities Krish Sankar - Cowen and Company Thomas Diffely - D.A. Davidson & Co. Christian Schwab - Craig-Hallum Charles Shi - Needham & Company Operator Good day, and thank you for standing by. Welcome to ...

April 29, 2021 April 29, 2021 Page 1 Q1'21 Financial Results 쓴Cohu Cautionary Statement Regarding Forward Looking Statements 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 business benefiting from new semiconductor product designs, strength continuing across all major markets, robust automotive demand, driven by xEV an ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 26, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-4298 COHU, INC. (Exact name of registrant as specified in its charter) Delaware 95-1934119 (State or other jurisdict ...

Cohu, Inc. (NASDAQ:COHU) Q4 2020 Earnings Conference Call February 11, 2021 8:30 AM ET Company Participants Jeff Jones - Chief Financial Officer Luis Müller - President & Chief Executive Officer Conference Call Participants Brian Chin - Stifel Charles Shi - Needham & Company Krish Sankar - Cowen & Company David Duley - Steelhead Securities Carolyn Lynch - B. Riley Sidney Ho - Deutsche Bank Christian Schwab - Craig-Hallum Tom Diffely - D.A. Davidson Operator Ladies and gentlemen, thank you for standing by an ...