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Analyst
David Duley
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
TERTeradyne7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2025 Q4
Could you talk about which segments they might be in or how large they might be?
Show response
Two specifying customers: one mobile, one compute. One purchasing customer (OSAT) across all segments. Each roughly 10%, not substantially higher.
I think you kind of mentioned when you look at all the pieces for 2026, the overall TAM growth, I guess, is going to be around 30%
Show response
Pushed back on 30% as midpoint, range of 20-40% reflects uncertainty, not a point estimate. SoC growing faster than memory is a fair assumption. Share gain complicated by mix: gaining compute share from low base means overall share could appear diluted even while improving in every segment.
Calendar 2025 Q3
I'm assuming that you have not won any business on stand-alone GPUs yet, and that is not included in any of the guidance statements
Show response
Confirmed no merchant GPU revenue in Q3 or Q4 guidance. Good progress on design wins but qualification process is complex and expensive.
do you think you could update us on the size of the SoC TAM and then perhaps some of the major pieces like the high-performance computing piece?
Show response
Declined SoC TAM update due to dynamic action between Q4 and Q1. HBM Q4 ramp is roughly half new test insertion (singulated stack test) and half additional capacity for post-stack wafer test. All driven by HBM4.
Calendar 2025 Q2
when can we expect a kind of a combo product that can do electrical and optical test?
Show response
Already delivering electro-optical test today. Quantifi Photonics instrumentation integrating progressively over next 24 months. Seen as key differentiator for GPU share gains.
help us understand the number of insertion points for HBM currently and how you play in that space
Show response
Detailed 3-step HBM test flow: wafer test, post-stack wafer test, then new post-stack singulated die test to catch faults before accelerator assembly.
Calendar 2025 Q1
help us understand the timing of when you expect to start to see revenue from that product and how big a market
Show response
Already generating single-digit millions in 2025 from semiconductor automation. Multiple production sites at different customers. Key to enterprise-level value proposition.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TER Teradyne | 7 | 0%none of 7 questions |
- TERTeradyne · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth4
- Cloud & AI4
- Competitive Dynamics3
- Innovation & R&D3
- Demand2