Cohu : Investor Presentation - May 2025 PDF

Published: 2025-05-20 16:42:11 ET COHU

Published on 05/20/2025 at 16:42

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© Cohu, Inc. All rights reserved.

$402M

~ 45%

$201M

FY24 Revenue

FY24 Gross Margin(2)

Cash & Investments(1)

Consumables

Yield & Productivity

~ 24,800

~ 65% Recurring Revenue(3)Customer Value Creation Equipment Installed Base

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As of March 29, 2025.

Non-GAAP, see Appendix for GAAP to non-GAAP reconciliations.

% of total revenue for FY24.

Recurring Business

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Service business of Cohu systems.

Global infrastructure to supply equipment and services optimizing semiconductor manufacturing yield and productivity

Diverse customers and applications expanding addressable market

Increasing semiconductor complexity and package integration

Innovative solutions delivering higher yield & productivity

Scalable model that optimizes profitability and Plan(3)that delivers growth and drives shareholder value

Strong market position in each business vertical

~ 20% share

in ~ $2 billion addressable market(1)

Opportunities

AI data centers, automotive ADAS(2)and electrification, edge AI computing, industrial automation, consumer wearables, infotainment

Broad IP portfolio

in active thermal control for processors test (GPUs, MPUs, APUs, NPUs), advanced vision inspection, high-current test interface, and AI process control

Revenue

$800 million

Gross Margin

50%

Operating Income

25%

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Cohu SAM: Serviceable Addressable Market are company estimates for 2024.

Advanced Driver Assistance Systems.

Plan references a mid-term (3-5 years) target. Gross Margin and Op Income are Non-GAAP, see Appendix for notes regarding use of forward-looking non-GAAP figures.

Disclaimer

Cohu Inc. published this content on May 20, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 20, 2025 at 20:41 UTC.