Teradyne Inc. has published the transcript of its Q4 and Full Year 2025 earnings call, held on February 3, 2026. The event was attended by Amy McAndrews, VP of Corporate Relations; Greg Smith, CEO; and Michelle Turner, CFO. The call provided a review of the company’s financial results for the fourth quarter and the full year of 2025, an initial outlook for Q1 2026, and details on Teradyne’s new target earnings model. During the call, Teradyne management highlighted strong performance in the fourth quarter, noting “41% sequential revenue growth and more than 100% non-GAAP earnings growth.” All major business segments—Semiconductor Test, Product Test, and Robotics—achieved double-digit sequential growth. Management expressed confidence in the company's growth prospects, stating, “Teradyne is positioned to deliver better than market growth in markets that are going to be growing robustly over the next few years.” They also projected that the Automated Test Equipment (ATE) total addressable market (TAM) could grow to $12 to $14 billion, up from approximately $9 billion in 2025. The CFO added enthusiasm about joining the team and discussed financial results, Q1 2026 outlook, and the new long-term earnings model, emphasizing the company’s commitment to value creation. The full transcript can be accessed through the link below.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Teradyne Inc. published the original content used to generate this news brief on February 03, 2026, and is solely responsible for the information contained therein.
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