Teradyne said 70% of revenue is now AI-driven, up from 60% last quarter, and AI-related revenue grew 87% year over year. However, second-quarter guidance disappointed, tempering the positive mix shift. The update is fundamentally constructive on AI exposure but likely negative for near-term sentiment on the stock.
Teradyne said 70% of revenue is now AI-driven, up from 60% last quarter, and AI-related revenue grew 87% year over year. However, second-quarter guidance disappointed, tempering the positive mix shift. The update is fundamentally constructive on AI exposure but likely negative for near-term sentiment on the stock.
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mixed
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