Sequential Revenue and EPS Growth
Teradyne achieved an 18% sequential increase in revenue and a 49% rise in non-GAAP EPS during the third quarter of 2025, driven by strong AI demand in semiconductor tests.
AI Demand Surge
AI-related demand significantly boosted the semiconductor test segment, with compute-related revenue more than 50% higher than expectations from three months ago.
Memory Test Revenue Spike
Memory test sales more than doubled from Q2, reaching $128 million, largely driven by AI applications, with DRAM accounting for 75% of the memory revenue.
Robotics Growth from AI Products
Robotics sales for AI-related products increased from 6% in Q2 to over 8% in Q3, with service revenue also rising from 12% to 14%.
Strong Q4 Guidance
The company expects Q4 sales between $920 million and $1 billion, with non-GAAP EPS between $1.20 and $1.46, driven by AI-related compute, networking, and memory demand.