EarningsQ1 2026 Earnings Report
DE:VAN Q1 2026 EPS Results
Actual EPS€1.36
Consensus EPS€0.87
Beat/MissBeat by +€0.49
One Year Ago EPS€0.69
DE:VAN Q1 2026 Revenue Results
Actual Revenue€2.07B
Expected Revenue€1.92B
Beat/MissBeat by +€153.61M
YoY Revenue Growth+39.31%
Earnings Announcement Details
QuarterQ1 2026
Date07/29/2026
TimeBefore Open
Conference CallWednesday, July 29, 2026
DE:VAN Upcoming Earnings
Advantest's next earnings date is estimated for October 28, 2026, based on past reporting schedules.
Q1 2026 Earnings Call Audio
DE:VAN Q1 2026 Earnings Call
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Q1 2026 Earnings Slide Deck
Q1 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates strong, broad-based demand (SoC TAM upgrade, platform leverage, market share gains, capacity acceleration and extended customer visibility) tempered by near-term memory competition and DRAM-driven margin headwinds. Management is confident in acting on the upside (pulling in capacity targets, contract manufacturer expansion, roadmap-backed memory product commitments) while remaining conservative on margins due to known, addressable supply-cost pressures and some timing uncertainty for capacity milestones.Company Guidance
SoC TAM Upward Revision
Company revised SoC tester TAM midpoint from $9.1B to $11.0B, a +$2.0B increase (≈+22%), driven primarily by inference and compute-related demand.
Broad-Based Strong Demand Across GPU/ASIC/CPU
Management reported very strong demand across GPU, custom ASIC and CPU, with most incremental TAM coming from inference applications and increased unit volumes for CPUs and accelerators.
Market Share Leadership in SoC Testers
Advantest reported a 66% share in the SoC tester market for 2025 and sees a path toward 70%+ share, with even higher share in HPC segments.
Accelerating Production Capacity Expansion
Company is accelerating capacity plans: 5,000-unit 93000/year level is being flowed through (previously targeted by Mar 2027) and the 10,000-unit target (previously end-2028/early-2029) is being pulled in; contract manufacturer is adding a second factory in Southeast Asia to support scaling.
Platform Advantage (93000) Enables Cross-Segment Demand
The 93000 platform is broadly usable across compute subsegments (digital instruments/power supplies similar), allowing customers to configure capacity across GPU/CPU/ASIC demand and supporting rapid scaling.
Improved Forward Visibility
Visibility from customers has extended from roughly 6 months historically to about 18 months in many cases, enabling better supply-chain and capacity planning.
Strong Q1 Margins (One-Time Benefits Noted)
Q1 recorded very high margins, aided in part by favorable product mix, exchange rates and a reversal of inventory obsolescence, demonstrating operational leverage when volumes rise.
Memory Roadmap and Customer Commitments
While facing near-term memory competition, management highlighted upcoming memory products with existing customer commitments described as 'game changers,' supporting confidence in memory share recovery over the next few years.
DE:VAN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed