The UR8 Long cobot offers a 1,750 mm reach in a compact, lightweight design. | Source: Universal Robots
Teradyne Robotics, which includes collaborative robot arm maker Universal Robots and autonomous mobile robot developer Mobile Industrial Robots, this week said it brought in $91 million in the first quarter of 2026.
This is an increase both from its Q1 2025 sales, which reached $69 million, and from Q4 2025, which reached $89 million. It also marks the organization‘s fourth consecutive quarter of growth.
“In robotics, we delivered our fourth consecutive quarter of sequential growth,” Greg Smith, the CEO of Teradyne, said during an earnings call. “This is particularly notable because Q4 is typically our strongest quarter, and Q1 is typically down. We’re seeing strong customer engagement across e-commerce, electronics manufacturing, and semiconductor end markets.”
Teradyne Robotics’ quarterly revenue from Q1 2020 to Q1 2026. Source: Teradyne, The Robot Report
Robots are part of data center strategy
“Robotics is a key part of our wafer-to-AI data center strategy with robotic-assisted assembly, test, and data center operations,” said Smith. “Our robots are being used in environmental sensing in data centers, and we recently demonstrated a complex physical AI workcell in partnership with Generalist as part of the recent NVIDIA GTC.”
Teradyne said its “one sales team” approach is delivering results with revenue strength across end market verticals in e-commerce, electronics manufacturing, and semiconductors, including in AI data centers. In addition, shipments associated with its large e-commerce customer increased sequentially, and AI revenue increased to around 15% of the quarter’s sales.
Teradyne didn’t share specifics about these large e-commerce customers, but could it be alluding to Amazon’s new Vulcan robot, which is being rolled out in warehouses around the world and uses a UR cobot?
Is Teradyne recovering from a rocky 2025?
In 2025, Teradyne experienced two rounds of layoffs. In January, it laid off 10% of its global workforce, and later in the year, in November, it laid off another 14% of its workforce. At the time, Teradyne called the layoffs a “proactive step” to strengthen its business.
Since seeing rapid growth during the pandemic, Teradyne has struggled to keep the momentum going. The company posted $311 million in revenue in 2021, up 41% from 2020 and 23% above 2019 pre-pandemic levels. Growth peaked at $326 million in 2022, then declined to $304 million in 2023 and $293 million in 2024.
To combat these falling numbers, Teradyne has gone all in on its AI-related products, which it says have boosted its robotics sales.
During Q1 2026, Teradyne also started legal proceedings against Elite Robots’ Germany subsidiary. The company sent a cease-and-desist letter accusing the Chinese force- and power-limited robot maker of infringing on the proprietary software of Universal Robots.
Earlier this month, at the Hannover Messe trade show in Germany, the Regional Court of Hamburg issued a preliminary injunction against Elite Robots. According to the court’s decision, Elite Robots Germany is immediately prohibited from offering or distributing the infringing software and all products containing this software in Germany until further notice.
Teradyne Robotics said it intends to take legal action against Elite Robots’ distributors and partners if they continue to offer the infringing software.
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