TE

Teradyne, Inc. stock research

Apr 2, 2023

FY2023 Q1

Teradyne (TER) Gross Margin — Quarter Ended Apr 2, 2023

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin improved slightly from the prior quarter but weakened compared to the same quarter last year.

Gross margin takeaway

Quarter ended Apr 2, 2023 · FY2023 Q1

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin improved slightly from the prior quarter but weakened compared to the same quarter last year.

  • The strongest observable margin driver is the relationship between revenue and cost of revenue: revenue declined more sharply than cost of revenue compared to the prior quarter, leading to a slight gross margin improvement. Compared to the same quarter last year, cost of revenue fell less than revenue, resulting in a weaker gross margin.
  • Compared to the prior quarter, revenue and gross profit were lower, but gross margin was slightly higher. Compared to the same quarter last year, revenue, gross profit, and gross margin were all lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

57.7%

Gross profit

$356.4M

Revenue

$617.5M

Cost of revenue

$261.1M

Quarter-over-quarter change

n/a

Year-over-year change

-2.5 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Apr 2, 2023$617.5M$356.4M$261.1M57.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Apr 3, 2022

-2.5 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between revenue and cost of revenue: revenue declined more sharply than cost of revenue compared to the prior quarter, leading to a slight gross margin improvement. Compared to the same quarter last year, cost of revenue fell less than revenue, resulting in a weaker gross margin.

Compared to the prior quarter, revenue and gross profit were lower, but gross margin was slightly higher. Compared to the same quarter last year, revenue, gross profit, and gross margin were all lower.

Monitor the trend in cost of revenue relative to revenue, as its proportion has shifted compared to both the prior quarter and the year-ago quarter.