What Teradyne's latest 10-Q says: 10 signals
Teradyne filed its latest 10-Q with the SEC on Jul 31, 2026. It discusses acquisition completed, AI investment and capacity constraint.
Public (TER)Automation Machinery Manufacturing10,000+ employeesteradyne.comLinkedIn
- Filed
- Jul 31, 2026
- Filings
- 2
- Signals
- 20
10-Q · latest 10
What Teradyne's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
Massive 116% revenue growth in Semiconductor Test from AI demand is driving strategic investments.
Teradyne's Semiconductor Test revenue surged by $1.2 billion (115.8%) year-over-year, primarily due to AI applications.
$155.4M
Purchases of property, plant, and equipment in the first six months of 2026.
115.8%
Year-over-year revenue growth in the Semiconductor Test segment for the six-month period.
artificial intelligenceAI
Semiconductor Test revenue skyrockets 115.8% ($1.2B) driven by AI demand
Massive growth in compute and memory sales for Artificial Intelligence applications is fueling a $1.2B revenue increase in the Semiconductor Test segment.
$1.2B
Year-over-year increase in Semiconductor Test revenues for the six-month period
115.8%
Year-over-year percentage increase in Semiconductor Test revenues for the six-month period
artificial intelligence
Revenue from Taiwan and Korea surges to 61% of total, up from 41% YoY
Teradyne is experiencing a significant geographic shift, with Taiwan's revenue share growing from 31% to 41% and Korea's from 10% to 20%.
20%
Increase in percentage of total revenue from Taiwan and Korea combined (from 41% to 61%)
The company is capitalizing on a $1.2B revenue surge from AI applications by increasing Engineering & Development ($55.2M) and Selling & Administrative ($44.3M) expenses.
$99.5M
Combined H1 2026 increase in Engineering & Development ($55.2M) and Selling & Administrative ($44.3M) expenses driven by strategic investments.
115.8%
Year-over-year increase in Semiconductor Test revenues, driven by AI applications.
artificial intelligence
Teradyne boosts CapEx 36% to $155.4M to meet surging AI-driven demand.
With Semiconductor Test revenue soaring 115.8%, the company has significantly increased its capital expenditures on property, plant, and equipment in the first half of 2026.
$155.4M
Purchases of property, plant, and equipment in H1 2026.
35.8%
Year-over-year increase in H1 spending on property, plant, and equipment ($114.4M in H1 2025).
Teradyne boosts strategic investments by over $99M in Engineering and S&A
The company increased Engineering & Development spending by $55.2M and Selling & Administrative costs by $44.3M, citing 'strategic investments in Semiconductor Test'.
$99.5M
Combined increase in Selling & Administrative and Engineering & Development expenses for the six-month period
Teradyne's Robotics division turnaround nets $52.2M income improvement after restructuring.
The Robotics division significantly reduced its year-to-date loss from $55.7M to $3.5M, attributed to restructuring actions that included laying off 150 employees.
$52.2M
Year-over-year improvement in Robotics income before taxes for the six months ended June 28, 2026.
Recorded $6.5M in restructuring charges, including $2.3M for severance in H1 2026.
The company recorded $6.5 million in restructuring and other charges in the first half of 2026, signaling ongoing organizational shifts.
$6.5M
Total restructuring and other charges recorded in the first six months of 2026.
Teradyne spent $165.6 million on business acquisitions in H1 2026
The company deployed significant capital for acquisitions in the first six months of the year, indicating an active M&A strategy.
$165.6M
Cash used for the acquisition of businesses in the first six months of 2026
- SEC EDGAR
10-Q
Filed · 10 signals
CEO Gregory Smith initiated a new 10b5-1 stock trading plan on Feb 12, 2026
CEO Gregory Smith established a new Rule 10b5-1 trading plan to sell up to 44,597 shares starting May 15, 2026.
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Teradyne earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Issued significantly strong Q4 revenue guidance, driven by accelerating AI demand.The company guided Q4 revenue to be between $920M and $1B, a substantial increase driven by customers pulling in AI-related projects. This indicates strong near-term growth and budget availability to support it. | |
| New CFO, Michelle Turner, starting November 3, 2025.The appointment of a new CFO creates a prime opportunity for vendor reviews, especially for financial, operational, and strategic planning software and services. The outgoing CFO is staying as an advisor for operations, indicating a focus on scaling. | |
| Aggressively investing in R&D and GTM to pivot company towards AI.Teradyne is making significant investments in R&D, sales, and marketing to align with AI-driven demand, which is now the company's dominant growth driver. This signals substantial budget for tools, personnel, and resources that support AI development, sales enablement, and market expansion. | |
| AI compute customers are adopting dual-sourcing, creating a share-gain opportunity.CEO notes a strategic shift where major AI compute customers are dual-sourcing their test equipment to reduce risk. As Teradyne is 'coming from a lower share position', this trend makes their target customers more receptive to evaluating new vendors, creating a significant sales opportunity. | |
| Committing to long-term R&D and GTM investments for AI opportunities.Leadership is leaning into multi-year investments in R&D and go-to-market strategies focused on AI, expecting these to be the primary revenue drivers in 2026 and beyond. This signals a sustained budget for technology and sales enablement. | |
| Investing to win new VIP and merchant GPU customers.Management is allocating investment resources (R&D, applications, sales, support) specifically to win new design-ins with both vertically integrated and merchant GPU customers. This is a key growth vector they are actively pursuing. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .