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Cohu (COHU) investor relations material
Cohu Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue reached $126.2 million, up both sequentially and year-over-year, with approximately 55% from recurring revenue streams and growth driven by mobile, AI-based computing, and interface solutions.
Recurring revenue grew for the third consecutive quarter, and systems revenue improved for the fourth straight quarter.
Strategic investments and new business wins included AI data centers, automotive ADAS, edge-AI computing, NEON HBM inspection tools, Eclipse handler for AI processors, and DiamondX for analog power ICs.
Convertible notes offering closed post-quarter, raising $287.5 million to support growth, strategic initiatives, and innovation.
Acquisition of Tignis, an AI process control software provider, was completed in January 2025, expanding analytics offerings.
Financial highlights
Q3 2025 revenue was $126.2 million, up 32.4% year-over-year, exceeding guidance.
Gross margin for Q3 2025 was 43.8% GAAP and 44.1% non-GAAP; adjusted EBITDA margin was 9.2%.
Q3 2025 net loss was $4.1 million GAAP ($0.09 per share); non-GAAP net loss was $2.8 million ($0.06 per share); non-GAAP EPS improved to $0.02.
Cash and investments at quarter-end were $198.2 million, down due to operational support, Tignis acquisition, and increased accounts receivable.
Debt at quarter-end was $17.8 million, with $287.5 million in convertible notes issued post-quarter.
Outlook and guidance
Q4 2025 revenue expected to be about $122 million, plus or minus $7 million, reflecting seasonal moderation and systems slowdown.
Recurring revenue forecasted to increase for the fourth straight quarter, representing about 60% of Q4 revenue.
Q4 gross margin projected at 45%; operating expenses expected at $50 million; adjusted EBITDA near 7%.
Restructuring plan targets $2 million in quarterly cost savings and operating expenses of $49 million at $130 million revenue run-rate by early 2026.
Liquidity expected to be sufficient for at least the next 12 months, with flexibility for strategic acquisitions or increased capital expenditures.
Quantify AI data center market acceleration
Recurring revenue trend vs. prior periods
Detail convertible debt's innovation roadmap impact
Projected 2026 computing revenue contribution?
Convertible notes: impact on M&A strategy?
Eclipse handler's competitive thermal advantage?
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Frequently asked questions
Cohu, Inc. provides semiconductor test equipment and services. The company's test and inspection services consist of test fixtures and probe card assemblies, microelectromechanical systems-based test handler products, MEMS component handling systems and post probe/leveling systems, MEMS burn-in/test system products, as well as wafer-level MEMS component test products. Cohu, Inc. was incorporated in 1947 and is headquartered in Poway, California.
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