Cohu, Inc. (COHU) Q2 2026 Earnings Call Transcript

SA Transcripts 161.4K Followers Follow Cohu, Inc. ( COHU ) Q2 2026 Earnings Call July 30, 2026 4:30 PM EDT Company Participants Luis Müller - President, CEO & Director Jeffrey Jones - CFO & Executive Officer Conference Call Participants Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Brian Chin - Stifel, Nicolaus & Company, Incorporated, Research Division Craig Ellis - B. Riley Securities, Inc., Research Division David Duley - Steelhead Securities LLC Denis Pyatchanin Quinn Fredrickson - Robert W. Baird & Co. Incorporated, Research Division Vedvati Shrotre - Evercore ISI Institutional Equities, Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Cohu's Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I'd now like to hand the conference over to Matt Hutton, Vice President of Strategy and Investor Relations. Please go ahead. Unknown Executive Thank you, operator, and welcome to Cohu's Second. Quarter 2026 Earnings Call. Our agenda begins with Luis Mueller, Cohu's President and CEO, who will provide a business update, followed by a financial review and outlook from Jeff Jones, our Senior Vice President and Chief Financial Officer. Following our prepared remarks, we will open up the call for your questions. If you need a copy of our earnings release, it can be found on our website at cohu.com or by contacting Cohu Investor Relations. A slide presentation accompanying today's call is also available in the Investor Relations section of the website. Replays of this call will be accessible via the same page after the conclusion of the call. During this call, we will be making forward-looking statements that reflect management's current expectations concerning Cohu's future business. These statements are based on the information available to us at this time, but they are subject to rapid and sometimes abrupt changes. We encourage