Teradyne Robotics lays off another 14% of workforce

With innovative movement control, the UR8 Long can carry out vehicle top quality assessment.|Debt: Universal Robots

Approximately 9 months after decreasing its worldwide labor force by 10%, Teradyne Robotics today had one more round of discharges. Teradyne’s robotics team reduced around one more 14% of its team worldwide as profits development has actually not matched assumptions. Teradyne has joint robotic arm manufacturer Universal Robots and self-governing mobile robotic programmer Mobile Industrial Robots.

It’s vague precisely the number of staff members were impacted by the discharges, however the firm claimed decreases took place throughout its worldwide groups. Universal Robots (UR) and Mobile Industrial Robots (MiR) are based in Odense, Denmark. Before the discharges in January 2025, the Teradyne Robotics internet site claimed it had greater than 1,400 staff members worldwide.

Teradyne Robotics claimed this choice is not an indication of instability, however instead a “positive action to enhance business and guarantee we are concentrated on the locations where we can provide the best worth.” It included that the hard choice was made to make certain lasting sustainability and functional performance.

” Over the last couple of years, Universal Robots and MiR proliferated to fulfill expected market requirements,” Teradyne Robotics claimed in a declaration to The Robotic Record “Around the very same time, the worldwide automation market reduced, specifically in Europe complying with the begin of the battle in Ukraine and extensive market unpredictability. Consequently, profits development has actually not matched our assumptions. Resizing is a critical feedback to straighten our price framework with present truths and redouble on our most impactful concerns.

Teradyne Robotics seeks to AI

Teradyne Robotics claimed the lasting vehicle drivers for automation continue to be, consisting of worldwide labor scarcities, reshoring, and production stress. While the firm claimed its dedication to consumers continues to be the same, it did claim there will certainly be “some changes” to its item roadmap moving on.

Teradyne really did not offer specifics, however it claimed the team will certainly “concentrate on the important things that matter most, specifically AI, which will certainly have a transformational influence on the means individuals collaborate with robotics over the coming years. An essential component of our technique is to develop UR cobots as the favored system for AI driven workcell applications and to provide remarkable efficiency for our AMRs by leveraging AI functions.”

In its Q3 profits telephone call recently, Teradyne claimed that over 8% of its robotics sales were for AI-related items, which is up from 6% in Q2 2025. The firm likewise claimed quantity deliveries to a big shopping client are not anticipated to have a product influence on its robotics profits in 2025. Teradyne once more really did not share specifics, however could it be mentioning Amazon’s brand-new Vulcan robotic, which is being turned out in storehouses all over the world and utilizes a UR cobot?

Cobot competitors rises

” We have actually taken the hard however required action to resize our company in feedback to continuous market stress,” claimed Jean-Pierre Hathout, that was called head of state of Teradyne Robotics in September 2025, taking control of for Ujjwal Kumar. “This has to do with guaranteeing we continue to be concentrated, dexterous, and all set to provide on the locations that matter consisting of AI and calculated collaborations. We are deeply happy to the coworkers that are leaving us and continue to be dedicated to sustaining our consumers and groups.”

Global Robotics spearheaded the joint robotic arm and continues to be a considerable gamer, just recently going beyond 100,000 devices offered. Nonetheless, like several very early moving companies in modern technology, its long-lasting market setting is dealing with enhanced competitors.

New participants are signing up with the cobot market; developed commercial automation carriers such as ABB, FANUC, and KUKA have actually introduced innovative cobot offerings; and lower-cost makers from Asia are increasing their existence, taxing UR’s supremacy.

Teradyne, UR, MiR mark profits decreases

Click photo to expand.|Credit report: The Robotic Record

The graph over shares the profits from the previous 11 quarters for MiR, UR, and Teradyne Robotics overall. It uses one sight right into just how the team’s profits has actually not satisfied assumptions. The 4th quarter of 2023 is an outlier in the graph, as the team’s profits came to a head at $129 million for the quarter, with UR contributing the majority of the cash. The ordinary profits for the various other 10 quarters is as adheres to:

• UR: $66.8 M
• MiR: $16.2 M
• Teradyne Robotics: $83M

Eighty-three million bucks per quarter is absolutely nothing to disregard in the robotics globe. After strong development throughout the COVID-19 years, nonetheless, UR’s energy has actually reduced. The firm uploaded $311 million in profits in 2021, up 41% from 2020 and 23% over 2019 pre-pandemic degrees. Development came to a head at $326 million in 2022, after that decreased to $304 million in 2023 and $293 million in 2024.

If the present 2025 revenue-per-quarter rate proceeds, UR’s 2025 profits would certainly get to approximately $232 million– a decrease of regarding $100 million, or 28%, from its 2022 optimal.

In December 2024, UR introduced that it was developing production capacities in Nantong, China. This was the very first abroad manufacturing center for UR, which claimed at the time it was seeking to considerably broaden its existence in China, the globe’s biggest market for commercial robotics. UR is creating 2 cobots particularly for China: the UR7e and UR12e.

In September 2025, UR presented the UR8 Lengthy cobot, which uses the very same 1,750 mm (68.9 in.) get to as the UR20 cobot however with a substantially slimmer account. The UR8 Long has a haul ability of 8 kg (17.6 pound.), which the firm claimed makes it ideal for space-constrained configurations and commercial jobs.

The message Teradyne Robotics gives up one more 14% of labor force showed up initially on The Robotic Record.