Teradyne posts transcript of Q2 2026 earnings call

• 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, IST USD 67 million.
• Compute revenue rose nearly 600% year over year; shipped first merchant GPU order; 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%.

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