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 ...

POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today provided a business update: Cohu expects fourth quarter 2023 revenue in-line with guidance at approximately $137 million Demand for test and inspection equipment remained soft through fourth quarter 2023 and has continued in first quarter 2024 Cohu expects first quarter 2024 revenue to be approximately 20% lower than fourth quarter ...

Cohu, Inc. (NASDAQ:COHU) Q3 2023 Earnings Conference Call November 2, 2023 4:30 PM ET Company Participants Jeffrey Jones - Chief Financial Officer Luis Müller - Chief Executive Officer Conference Call Participants Charles Shi - Needham & Company Brian Chin - Stifel, Nicolaus & Company Robert Mertens - TD Cowen Christian Schwab - Craig-Hallum Capital Group LLC Craig Ellis - B. Riley Securities Operator Good day, and thank you for standing by. Welcome to Cohu’s Third Quarter 2023 Financial Results Conference ...

November 2, 2023 Page 1 Forward Looking Statements: Actual results and future business conditions could differ materially from those contained in any forward-looking statement as a result of various factors, including, without limitation: cyclical COVID19 pandemic impacts; new product investments and product enhancements which may not be commercially successful; inability to effectively manage multiple manufacturing sites in Asia and secure reliable and cost-effective raw materials; failure of sole source c ...

Property, plant and equipment, at cost, consisted of the following (in thousands): Revenue by geographic area based upon product shipment destination (in thousands): The following table summarizes the activity within the restructuring related accounts for the MCT Integration Program during the first nine months ended September 30, 2023 (in thousands): 11 Purchased intangible assets subject to amortization are as follows (in thousands): ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXC ...

Got it. Got it, Luis. ThatÂ's very helpful. So the auto handler market share is still pretty robust, right? Yes, itÂ's absolutely robust. ItÂ's very solid. Got it. And then just like, just another question. Is the orders are growing in September. Is it fair to assume your December revenue should be sequentially better than September? And along the same path, if you look into next year, are the main puts and takes on gross margins still the fact that if you have more mobility test equipment thatÂ's better fo ...

Q2'23 Financial Results Forward Looking Statements: These and other risks and uncertainties are discussed more fully in Cohu's filings with the SEC, including our most recent Form 10-K and Form 10-Q, and the other filings made by Cohu with the SEC from time to time, which are available via the SEC's website at www.sec.gov. Except as required by applicable law, Cohu does not undertake any obligation to revise or update any forward-looking statement, or to make any other forward-looking statements, whether as ...