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Jun 30, 2024

Teradyne Q2 2024 Earnings Report

Teradyne's revenue and earnings exceeded the high-end of Q2 guidance, driven by AI applications and robotics growth.

Key Takeaways

Teradyne reported a strong second quarter in 2024, with revenue reaching $730 million, a 7% increase from Q2 2023. The company's performance was driven by accelerated demand from AI applications in both compute and memory sectors, along with sequential and year-over-year growth in the robotics business. GAAP EPS was $1.14, while non-GAAP EPS was $0.86.

Revenue of $730 million, up 7% from Q2 2023.

Semiconductor Test saw 14% YoY growth, driven by memory and SoC demand.

GAAP EPS was $1.14, and Non-GAAP EPS was $0.86.

AI applications drove demand from compute and memory customers.

Total Revenue
$730M
Previous year: $684M
+6.6%
EPS
$0.86
Previous year: $0.79
+8.9%
Gross Profit
$424M
Previous year: $402M
+5.3%
Cash and Equivalents
$422M
Previous year: $613M
-31.2%
Free Cash Flow
$171M
Previous year: $104M
+65.4%
Total Assets
$3.63B
Previous year: $3.39B
+7.0%

Teradyne

Teradyne

Teradyne Revenue by Segment

Forward Guidance

Teradyne anticipates Q3 2024 revenue to be between $680 million and $740 million, with GAAP net income per diluted share between $0.62 and $0.82, and non-GAAP net income per diluted share between $0.66 and $0.86.

Positive Outlook

  • Revenue guidance between $680 million and $740 million.
  • GAAP net income per diluted share guidance between $0.62 and $0.82.
  • Non-GAAP net income per diluted share guidance between $0.66 and $0.86.

Challenges Ahead

  • Guidance excludes acquired intangible assets amortization.
  • Guidance excludes equity method investment amortization.
  • Guidance excludes Non-GAAP tax adjustments.

Revenue & Expenses

Visualization of income flow from segment revenue to net income