Teradyne posts transcript of Q2 2026 earnings call
TER•Q2 2026 earnings call transcript posted
Teradyne posted the transcript of its Q2 2026 earnings call attended by CEO Greg Smith, CFO Michelle Turner, and VP Corporate Relations Amy McAndrews.
- Revenue topped USD 1.3 billion, up over 100% year over year; non-GAAP EPS was USD 2.47, up over 300%.
- AI-driven revenue exceeded 60%; Semi Test revenue exceeded USD 1 billion, with SoC USD 843 million, memory USD 212 million, and IST USD 67 million.
- Compute revenue rose nearly 600% year over year; the company shipped its first merchant GPU order and completed correlation at a second hyperscaler in early Q3.
- Q3 guidance: revenue USD 1.2 billion to USD 1.3 billion; non-GAAP EPS USD 1.85 to USD 2.15; gross margin 58% to 59%.




