Skip to main content
Teradyne10-Q: Capex increase

Massive 116% revenue growth in Semiconductor Test from AI demand is driving strategic investments.

What happened

Teradyne's Semiconductor Test revenue surged by $1.2 billion (115.8%) year-over-year, primarily due to AI applications.

Source

SEC EDGARJul 31, 2026

Quarterly report (Form 10-Q)

Teradyne 10-Q

Filing excerpt

The increase in Semiconductor Test revenues of $1,198.2 million, or 115.8%, was driven primarily by higher sales in compute and memory primarily related to artificial intelligence applications.

sec.gov/Archives/edgar/data/97210/000119312526327715/ter-20260628.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/28
Filed
Jul 31, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$155M (Purchases of property, plant, and equipment in the first six months of 2026.)
Percent
115.8% (Year-over-year revenue growth in the Semiconductor Test segment for the six-month period.)

Details

CIK
97210
Accession number
0001193125-26-327715
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • artificial intelligence
  • AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
capexIncrease

Use this data

Get every 10-Q signal for Teradyne and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Teradyne this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/59c278c2-e6e2-445f-abbf-6843ea69eb0c returns this record as JSON. POST /v1/companies/enrich returns every signal for teradyne.com.

{
  "signal_id": "59c278c2-e6e2-445f-abbf-6843ea69eb0c",
  "signal_type": "sec-10q",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-08-04T07:07:05.176+00:00",
  "company": {
    "name": "Teradyne",
    "domain": "teradyne.com"
  },
  "data": {
    "detail": "Teradyne's Semiconductor Test revenue surged by $1.2 billion (115.8%) year-over-year, primarily due to AI applications. This is fueling significant strategic investments in Engineering & Development ($55.2M increase) and capital expenditures, including $155.4M for property, plant, and equipment, creating budget for vendors supporting R&D, manufacturing, and high-growth scaling.",
    "metrics": {
      "pct": 1.158,
      "timeframe": "current_year",
      "pct_context": "Year-over-year revenue growth in the Semiconductor Test segment for the six-month period.",
      "dollar_context": "Purchases of property, plant, and equipment in the first six months of 2026.",
      "dollar_millions": 155.4
    },
    "summary": "Massive 116% revenue growth in Semiconductor Test from AI demand is driving strategic investments.",
    "excerpts": "The increase in Semiconductor Test revenues of $1,198.2 million, or 115.8%, was driven primarily by higher sales in compute and memory primarily related to artificial intelligence applications.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/97210/000119312526327715/ter-20260628.htm",
    "filing_date": "2026-07-31",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/28",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "technologies_mentioned": [
      "artificial intelligence",
      "AI"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.