SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs
SPY 689.510.0%Jan 8 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Johnny Canuck10/31/2020 3:34:45 PM
1 Recommendation

Recommended By
E_K_S

  Read Replies (2) of 69599
 
Web replay of COHU call posted now:

edge.media-server.com

Revenue:

40 percent due to recurring products

60 percent system sales.

No 10 percent customers.

60 percent market share of RF tester market.

No breakout out revenue by segments.

Demand ramping in automotive sensors from depressed levels earlier in the year. Hope to see 2018-2019 levels some time in 2021. Recover has been one Q ahead of schedule.

Addressable RF tester market could be $400 million annual in a few years. Expect to capture $200 mil per year if they introduce new products and execute as they currently do not have products for all test scenarios.

Expect to see peak in RF tester demand in 2023.

Seeing two mega trends - 5G deployment ramp and increase in electronics in cars - sensors, processors and move to electric cars (power management systems)

Some mix related issues in the Q. Lesser demand on recurring rev and increase in systems.

Salary cuts earlier in the year due to pandemic 5 cent per share impact. Reversing cuts in November.Will have impact in EPS next Q.

Will have to see how accurate they are in terms of guidance on the next earnings call. Mangement see conservative and measured. No bold statements and guarded guidance on growth and operating issues.
Fact that everyone including managment and Board of Directors took paycuts is a testament that they
are not adverse to taking tough medicine and have interests aligned with shareholders.

Looking like they have a focus in getting debt down due to the acquisition also. Debt down $17.3 mil in the Q.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News