{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-24-002387","form_type":"8-K","ticker":"COHU","cik":"0000021535","company_name":"COHU INC","filed_at":"2024-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.492135+00:00","generated_at":"2026-06-06T16:10:32.543991+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cohu Q4 revenue ~$137M in-line; guides Q1 down ~20% amid continued soft demand","bullets":["Preliminary Q4 2023 revenue of ~$137M, in-line with prior guidance.","Q1 2024 revenue expected ~20% lower sequentially (approx. $109.6M).","Equipment utilization fell 200 bps to 71%; weak demand in automotive, industrial, consumer, and computing.","Recurring revenue remains resilient, per CEO Luis Müller.","Earnings call scheduled for Feb. 15, 2024; recovery expected in H2 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-24-002387","json":"https://secwatch.observer/filing/0001437749-24-002387.json","markdown":"https://secwatch.observer/filing/0001437749-24-002387.md","text":"https://secwatch.observer/filing/0001437749-24-002387.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/21535/000143774924002387/0001437749-24-002387-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/21535/000143774924002387/cohu20240126_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T16:10:32.543991+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1d8cb630c599634794c00c5ff72b087098e4b7d6","claim":"COHU INC updated its the first fiscal quarter-ending March 30, 2024 guidance (initiated).","evidence_excerpt":"Cohu expects first quarter 2024 revenue to be approximately 20% lower than fourth quarter 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/21535/000143774924002387/0001437749-24-002387-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first fiscal quarter-ending March 30, 2024"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"bb32061d83f270881f8b729e700c36449193ff5c","claim":"COHU INC reported the fourth quarter of fiscal year 2023 ended December 30, 2023 results: revenue approximately $137 million.","evidence_excerpt":"Cohu expects fourth quarter 2023 revenue in-line with guidance at approximately $137 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/21535/000143774924002387/0001437749-24-002387-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter of fiscal year 2023 ended December 30, 2023"},{"label":"Revenue","value":"approximately $137 million"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}