The UR8 Lengthy cobot presents a 1,750 mm attain in a compact, light-weight design. | Supply: Common Robots
Teradyne Robotics, which incorporates collaborative robotic arm maker Common Robots and autonomous cell robotic developer Cellular Industrial Robots, this week stated it introduced in $91 million within the first quarter of 2026.
This is a rise each from its Q1 2025 gross sales, which reached $69 million, and from This autumn 2025, which reached $89 million. It additionally marks the group‘s fourth consecutive quarter of progress.
“In robotics, we delivered our fourth consecutive quarter of sequential progress,” Greg Smith, the CEO of Teradyne, stated throughout an earnings name. “That is significantly notable as a result of This autumn is usually our strongest quarter, and Q1 is usually down. We’re seeing sturdy buyer engagement throughout e-commerce, electronics manufacturing, and semiconductor finish markets.”
Teradyne Robotics’ quarterly income from Q1 2020 to Q1 2026. Supply: Teradyne, The Robotic Report
Robots are a part of information middle technique
“Robotics is a key a part of our wafer-to-AI information middle technique with robotic-assisted meeting, take a look at, and information middle operations,” stated Smith. “Our robots are being utilized in environmental sensing in information facilities, and we not too long ago demonstrated a fancy bodily AI workcell in partnership with Generalist as a part of the latest NVIDIA GTC.”
Teradyne stated its “one gross sales crew” method is delivering outcomes with income power throughout finish market verticals in e-commerce, electronics manufacturing, and semiconductors, together with in AI information facilities. As well as, shipments related to its giant e-commerce buyer elevated sequentially, and AI income elevated to round 15% of the quarter’s gross sales.
Teradyne didn’t share specifics about these giant e-commerce clients, however may or not it’s alluding to Amazon’s new Vulcan robotic, which is being rolled out in warehouses around the globe and makes use of a UR cobot?
Is Teradyne recovering from a rocky 2025?
In 2025, Teradyne skilled two rounds of layoffs. In January, it laid off 10% of its international workforce, and later within the 12 months, in November, it laid off one other 14% of its workforce. On the time, Teradyne referred to as the layoffs a “proactive step” to strengthen its enterprise.
Since seeing fast progress throughout the pandemic, Teradyne has struggled to maintain the momentum going. The corporate posted $311 million in income in 2021, up 41% from 2020 and 23% above 2019 pre-pandemic ranges. Development peaked at $326 million in 2022, then declined to $304 million in 2023 and $293 million in 2024.
To fight these falling numbers, Teradyne has gone all in on its AI-related merchandise, which it says have boosted its robotics gross sales.
Throughout Q1 2026, Teradyne additionally began authorized proceedings towards Elite Robots’ Germany subsidiary. The corporate despatched a cease-and-desist letter accusing the Chinese language force- and power-limited robotic maker of infringing on the proprietary software program of Common Robots.
Earlier this month, on the Hannover Messe commerce present in Germany, the Regional Court docket of Hamburg issued a preliminary injunction towards Elite Robots. In accordance with the court docket’s choice, Elite Robots Germany is straight away prohibited from providing or distributing the infringing software program and all merchandise containing this software program in Germany till additional discover.
Teradyne Robotics stated it intends to take authorized motion towards Elite Robots’ distributors and companions in the event that they proceed to supply the infringing software program.
The put up Teradyne Robotics income rises at the beginning of 2026 appeared first on The Robotic Report.
