Financial PerformanceCohu reported both 4Q24 results and 1Q25 guidance below the Street's estimates due to weak end-market demand.
Inventory ManagementManagement highlighted an additional $2.1MM inventory reserve charge, causing both the top and bottom lines to come in under consensus estimates.
Order DelaysFor 1Q25, management attribute the miss to a $7MM order push out, with revenue now expected to be realized throughout the rest of 2025.