{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-014188","form_type":"8-K","ticker":"COHU","cik":"0000021535","company_name":"COHU INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.512923+00:00","generated_at":"2026-05-15T01:14:28.611240+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cohu Q1 sales $125.1M, GAAP loss $0.26; raises AI addressable market to ~$750M, FY26 HPC outlook to $80-100M","bullets":["Net sales $125.1M vs $96.8M YoY; GAAP net loss $12.1M ($0.26 loss per share) vs loss $30.8M ($0.66) YoY.","Non-GAAP net income $0.6M ($0.01 EPS) vs non-GAAP loss $0.8M ($0.02) YoY.","Raising AI-driven compute addressable market estimate to ~$750M; raising FY26 HPC revenue outlook to ~$80-100M.","Q2 FY2026 sales guidance: $144M +/- $7M.","Total cash and investments $488.7M at end of Q1; no share repurchases in Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-014188","json":"https://secwatch.observer/filing/0001437749-26-014188.json","markdown":"https://secwatch.observer/filing/0001437749-26-014188.md","text":"https://secwatch.observer/filing/0001437749-26-014188.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/0001437749-26-014188-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/cohu20260428_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:14:28.611240+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":"535f18bbbf87a57f92398e016ca0ceab5bd2c58d","claim":"COHU INC reported financial results for first fiscal quarter ended March 28, 2026.","evidence_excerpt":"On April 30, 2026, the Company issued a press release regarding its financial results for the first fiscal quarter ended March 28, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/0001437749-26-014188-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first fiscal quarter ended March 28, 2026"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}