COHU Earnings Prediction
The chart below shows how COHU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, COHU sees a -0.22% change in stock price 10 days leading up to the earnings, and a +0.29% change 10 days following the report. On the earnings day itself, the stock moves by -0.35%. This data can give you a slight idea of what to expect for the next quarter's release.
COHU Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
95.34M
-36.78%
-8.94%
Gross Margin
36.57%
-11.11%
3.01%
Operating Margin
-16.52%
-391.36%
6.24%
Net Margin
-18.94%
-828.46%
25.76%
EPS
-0.39
-587.50%
14.71%
No Data Available
COHU Earnings Analysis
Cohu Inc Corporation (COHU.O) Earnings Conference Call
Positive
Strong Gross Margin Performance: Third quarter non-GAAP gross margin was strong at approximately 47%.
Resilient Revenue Breakdown: Revenue of $95.3 million was split 67% recurring in the balance systems, continuing to demonstrate the resilience of our business model during a market downturn.
Mobile Segment Performance: Mobile segment was strongest in the third quarter at 12% of consolidated revenue.
Mobile Revenue Growth: Mobile also posted 13% year-over-year revenue growth, defining a turning point in a segment that was first into this market downturn.
Quarterly Recurring Bookings Increase: Recurring bookings were up 8% quarter-over-quarter.
Negative
Quarterly Revenue Performance: Revenue for the quarter was $95.3 million, which is flat compared to guidance.
Recurring Revenue Dependence: Recurring revenue represented 67% of total revenue in Q3, indicating reliance on a stable customer base.
Operating Expenses Analysis: Operating expenses for Q3 were $45.2 million, lower than guidance by approximately $1.6 million, but still a significant cost.
Operating Income Performance: Third quarter non-GAAP operating income was approximately break-even, with adjusted EBITDA at only 2.3%.
Quarterly Non-GAAP EPS Loss: Non-GAAP EPS for the third quarter was a loss of $0.08, reflecting ongoing financial challenges.
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COHU Earning Call Sentiment
Cohu, Inc. (COHU) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
COHU.O
-1.37%Positive
The earnings call summary shows mixed signals: financial performance is flat with a slight improvement in margins, but risks like foreign currency loss and customer concentration are concerning. The Q&A reveals cautious optimism for future growth but lacks clarity on key product details. The share repurchase is a positive signal, but the market cap suggests moderate reactions. Overall, the sentiment is neutral, with no strong catalysts for a significant stock price move.