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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (7601)11/2/2023 2:05:23 PM
From: Johnny Canuck  Respond to of 7822
 
ON and WOLF giving mixed view of the auto industry.

I think you mentioned that COHU has seen a lot of new demand due to the expansion of demand on automobile related electronics.

Keep in mind ON and WOLD produce power semiconductor products, It is a look at the demand for cars overall though as you need all categories of electronics for cars.



To: robert b furman who wrote (7601)11/2/2023 4:58:28 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 7822
 
Earnings out:

businesswire.com

Rev in line with $150 mil. eps is a big miss at $0.06 if your $0.32 estimate is right?



To: robert b furman who wrote (7601)11/2/2023 10:45:22 PM
From: Johnny Canuck  Respond to 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