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Cohu
Cohu (COHU) investor relations material
Cohu AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary15 May, 2026
Opening remarks and agenda
Meeting called to order by the Chairperson, with a welcome to stockholders and an outline of the agenda, including six formal business items and a Q&A session at the end.
Notice of the meeting was sent to shareholders on or around April 2, 2026, and the meeting was held virtually.
Board and executive committee updates
Introduction of all directors and key executives, including the CEO and CFO, as well as representatives from Ernst & Young and DLA Piper.
Emily Lough appointed as Secretary and Inspector of Elections for the meeting.
Shareholder proposals
Six proposals presented: election of three Class 1 directors, advisory vote on executive compensation, amendment to increase authorized shares, approval of 2026 equity incentive plan, approval of amended 1997 employee stock purchase plan, and ratification of Ernst & Young as auditor.
No stockholder nominations for director were received in advance.
Strategic use for the 60M additional shares
Customer status in the $750M computing pipeline
Software move from pilot to production status
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Latest events from Cohu
- Q1 2026 revenue rose 29% to $125.1M, with strong AI/HPC demand and improved margins.COHU
Q1 20261 May 2026 - Q4 2025 revenue up 30% YoY to $122.2M; margin dips, cash jumps; Q1 2026 flat, margin recovery expected.COHUQ4 202513 Apr 2026
- Annual meeting covers director elections, compensation, share increase, equity plans, and ESG progress.COHUProxy filing2 Apr 2026
- Shareholders will vote on directors, compensation, equity plans, and auditor, focusing on growth and ESG.COHUProxy filing23 Mar 2026
- Q2 revenue was $104.7M with a $15.8M net loss; recurring sales and new wins provided support.COHUQ2 20242 Feb 2026
- Q3 2024 revenue was $95.3M with a 46.8% gross margin and $18.1M net loss.COHUQ3 202417 Jan 2026
- 2024 revenue was $401.8M with 45% margin; Tignis acquisition to drive software growth.COHUQ4 202423 Dec 2025
- Q1 2025 saw $96.8M revenue, 63% recurring, a $30.8M loss, and strong recurring order growth.COHUQ1 202523 Dec 2025
- Board recommends all proposals; executive pay is performance-based; strong ESG progress.COHUProxy Filing1 Dec 2025
Next Cohu earnings date
Q2 202630 Jul, 2026
Cohu
Next Cohu earnings date
Q2 202630 Jul, 2026
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Amina0781App Store
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@theshortbearx.com
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