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| Period | Cobots printed floor | AMRs printed floor |
|---|---|---|
| FY2023 10-K | Over 75,000 cobots sold (Universal Robots, cumulative) | Not printed |
| FY2024 10-K | Over 75,000 cobots sold (Universal Robots, cumulative). Floor not raised versus FY2023 | Not printed |
| FY2025 10-K | Over 110,000 cobots sold (Teradyne Robotics / Universal Robots, cumulative) | Over 11,000 AMRs sold globally (Mobile Industrial Robots, cumulative) |
| Period | Printed signal | Applies to |
|---|---|---|
| Q4 2025. HDD orders | New HDD customer orders received in late 2025, ramping in 2026 | IST / HDD testers. Dollar bookings not printed |
| Q1 2026. Merchant GPU orders | First multi-system production test orders for merchant GPU. Expected to ship, install, and enter production in Q2 2026 | SoC compute testers. Dollar bookings not printed |
| Q2 2026. Merchant GPU shipment | Previously announced merchant GPU order shipped | SoC compute testers. Completes the Q1 2026 order print. Dollar amount not printed |
| Q2 2026. Memory book-to-bill | Memory book-to-bill over 2 | Memory testers. Ratio floor, not a dollar bookings figure |