Teradyne’s robotics division posted $75 million in revenue during the second quarter of 2025, according to the company’s latest financial report. While this marks a decline compared to the same period last year, it represents a clear sequential recovery from the previous quarter, signalling the beginning of a potential rebound for its collaborative and mobile robotics business.
The robotics activities, anchored by subsidiaries Universal Robots and Mobile Industrial Robots (MiR), accounted for approximately 11 to 12 percent of Teradyne’s total revenue, which reached $652 million in Q2. The figures highlight that, although robotics remains a relatively modest part of the company’s overall operations, it continues to play a strategic role in its growth agenda—particularly as demand for automation increases across industries.
In an effort to improve performance and operational focus, Teradyne implemented a restructuring program earlier this year that included the reduction of approximately 150 positions within the robotics group. The move was part of a broader organizational shift aimed at aligning the business more closely with key customer demands and simplifying its go-to-market structure. According to the company, this streamlining is already bearing fruit, with the robotics segment posting roughly nine percent quarter-on-quarter growth in the wake of the changes.
Looking beyond the quarter, Teradyne’s future in robotics may be bolstered significantly by its recently reported involvement in Amazon’s warehouse automation initiatives. Multiple industry sources have indicated that Teradyne is supplying robotic arms for Amazon’s so-called “Vulcan robot” program. While not officially confirmed by Teradyne in its earnings release, the deal could position the company as a key technology partner in one of the world’s largest and most influential automation ecosystems.
Despite the year-over-year dip in robotics revenue, these developments point to renewed momentum within the segment. The sequential improvement suggests that demand is stabilizing, and the Amazon partnership—if it reaches its expected scale—has the potential to significantly elevate Teradyne’s role in the global robotics landscape.
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