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Technology Stocks : Cohu, Inc. (COHU)
COHU 24.21+1.8%9:30 AM EST

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To: robert b furman who wrote (7601)11/2/2023 10:45:22 PM
From: Johnny Canuck   of 7822
 
First time digging in depth to COHU earnings presentation:

original.pdf (seekingalpha.com)

108 total customers

free cashflow down significantly on slide 11 year over year

continued weakness in mobility products for next quarter.

margins lower next quarter slightly

rev down slight next Q also.

On the surface it seems like a mixed result to me due to the forward guidance
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