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Cohu (COHU)
NASDAQ:COHU
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: -0.05%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced outlook with both positive developments in software and new market segments, alongside challenges such as inventory corrections and shipment delays impacting short-term revenue and margins.Company Guidance
During the fourth quarter of 2024, Cohu's revenue was $94.1 million, within the guidance range, but gross margin was impacted by a $2.1 million inventory reserve charge, bringing it to 41.8%. Recurring revenue accounted for 62% of total revenue, with systems revenue showing growth in computing, industrial, and consumer segments. Test cell utilization increased to 73%, driven by improvements in OSATs. For 2025, the first-quarter revenue is projected at $97 million, plus or minus $7 million, with a gross margin of approximately 44%. Cohu anticipates growth in its software revenue at an annual rate of 50% over the next three years, bolstered by its recent acquisition of Tignis and efforts to expand in the memory and silicon carbide power semiconductor markets.Positive Revenue Prospects in HBM and Silicon Carbide Markets
Cohu expects to generate $7 million from HBM inspection systems and $5 million from silicon carbide applications in 2025.
Software Revenue Growth
Cohu's software revenue, including contributions from the recent acquisition of Tignis, is expected to grow at an annual rate of 50% over the next three years.
Stable Recurring Revenue Stream
Recurring revenue accounted for 65% of the full-year 2024 revenue, providing stability amidst market fluctuations.
Operational Efficiency
Operating expenses for Q4 were lower than guidance at $45.3 million due to lower labor costs and higher vacation utilization.
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COHU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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COHU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 13, 2025 | $21.47 | $21.12 | -1.63% |
| Oct 31, 2024 | $24.92 | $27.35 | +9.75% |
| Jul 31, 2024 | $31.99 | $28.00 | -12.47% |
| May 02, 2024 | $30.34 | $29.60 | -2.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Cohu (COHU) report earnings?
Cohu (COHU) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Cohu (COHU) earnings time?
Cohu (COHU) earnings time is at Apr 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COHU EPS forecast?
COHU EPS forecast for the fiscal quarter 2025 (Q1) is -0.17.
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