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Gregory Smith

President, Chief Executive Officer & Director, Teradyne

Search every verified Gregory Smith interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gregory Smith, President, Chief Executive Officer and Director of Teradyne, discussed the company's financial outlook and market positioning during recent earnings calls. In the Q2 2026 call, he stated that the trend of semiconductor capital equipment outgrowing the test market had reversed in 2024, with test now outpacing fab equipment. He expressed confidence in long-term automated test (AT) growth, projecting that as wafer fabrication equipment capex approaches $250 billion by the end of the decade, the overall AT total addressable market could reach or exceed $20 billion. He also described the dual vendor qualification process, which he said typically takes 9 to 12 months from start to production ramp, and noted that system-level testing would be a long-term growth factor. On the Q4 2024 call, Smith outlined expectations for earnings per share to grow from $3.22 to $8.25 over a specified period, implying a 12 to 18% revenue compound annual growth rate and a 21 to 31% EPS CAGR. He also addressed questions about industrial automation, stating that the company was "nowhere near" a decision to part ways with that business, and emphasized that Teradyne was not better off with less industrial automation. Additionally, he mentioned that the compute VIP market was $300 million in 2024, could center around $600 million in 2026, and might approach $800 million in 2028.

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