Earnings Call Summary | Teradyne(TER.US) Q1 2024 Earnings Conference
Earnings Call Summary | Teradyne(TER.US) Q1 2024 Earnings Conference
The following is a summary of the Teradyne, Inc. (TER) Q1 2024 Earnings Call Transcript:
以下是泰瑞達公司（TER）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Teradyne reported Q1 2024 sales at $600 million, with non-GAAP earnings per share at $0.51. Its non-GAAP gross margins stood at 56.6%.
The revenue breakdown includes $412 million from Semi Test revenue, $75 million from the System Test Group, and $88 million from robotics.
Compared to 2023, full-year revenue growth is anticipated in the low single-digit range. Gross margins are anticipated to reach the range of 58% to 59% by year-end.
Teradyne expects operating expenses to grow 5% to 7% in FY 2024, with their GAAP and non-GAAP tax rates expected to be 15% to 15.5% in 2024.
泰瑞達報告稱，2024年第一季度銷售額爲6億美元，非公認會計准則每股收益爲0.51美元。其非公認會計准則毛利率爲56.6％。
收入明細包括來自半測試收入的4.12億美元，來自系統測試組的7500萬美元和來自機器人技術的8,800萬美元。
與2023年相比，全年收入增長預計在較低的個位數區間內。預計到年底，毛利率將達到58％至59％的範圍。
泰瑞達預計，2024財年的運營支出將增長5％至7％，其GAAP和非公認會計准則稅率預計在2024年爲15％至15.5％。
Business Progress:
業務進展：
Strong performance seen in Memory and SoC, primarily driven by AI applications. Over 40% of Q1 memory shipments were driven by AI applications.
Teradyne announced a strategic partnership with Technoprobe, including Technoprobe's purchase of Teradyne's DIS business, and the transactions are expected to conclude in Q2.
Teradyne expects to achieve 10%-20% growth in robotics in 2024 with new offerings, expansion in OEM solutions, and an increase in recurring revenue through service and software offerings.
The company plans to preserve its cash back to a minimum goal of $800 million by limiting share buybacks in 2024.
Partnerships with NVIDIA on AI aim to reinforce robotic solutions, potentially driving further adoption.
內存和系統級芯片表現強勁，主要由人工智能應用程序驅動。第一季度超過 40% 的內存出貨量是由人工智能應用推動的。
泰瑞達宣佈與Technoprobe建立戰略合作伙伴關係，包括Technoprobe收購泰瑞達的DIS業務，交易預計將於第二季度完成。
Teradyne預計，通過新產品、擴大OEM解決方案以及通過服務和軟件產品增加經常性收入，到2024年，機器人技術領域將實現10％-20％的增長。
該公司計劃通過在2024年限制股票回購，將其現金返還保持在8億美元的最低目標。
與NVIDIA在人工智能方面的合作旨在強化機器人解決方案，從而有可能推動進一步採用。
More details: Teradyne IR
更多詳情： 泰瑞達紅外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。