With superior movement management, the UR8 Lengthy can conduct automotive high quality inspection. | Credit score: Common Robots
Roughly 9 months after lowering its world workforce by 10%, Teradyne Robotics right now had one other spherical of layoffs. Teradyne’s robotics group reduce about one other 14% of its employees worldwide as income progress has not matched expectations. Teradyne owns collaborative robotic arm maker Common Robots and autonomous cell robotic developer Cellular Industrial Robots.
It’s unclear precisely what number of workers had been affected by the layoffs, however the firm stated reductions occurred throughout its world groups. Common Robots (UR) and Cellular Industrial Robots (MiR) are based mostly in Odense, Denmark. Previous to the layoffs in January 2025, the Teradyne Robotics web site stated it had greater than 1,400 workers worldwide.
Teradyne Robotics stated this choice will not be an indication of instability, however relatively a “proactive step to strengthen the enterprise and guarantee we’re centered on the areas the place we are able to ship the best worth.” It added that the troublesome choice was made to make sure long-term sustainability and operational effectivity.
“Over the previous few years, Common Robots and MiR grew quickly to satisfy anticipated market wants,” Teradyne Robotics stated in a press release to The Robotic Report. “Across the identical time, the worldwide automation market slowed, notably in Europe following the beginning of the warfare in Ukraine and widespread market uncertainty. Consequently, income progress has not matched our expectations. Resizing is a strategic response to align our value construction with present realities and refocus on our most impactful priorities.
Teradyne Robotics appears to AI
Teradyne Robotics stated the long-term drivers for automation stay, together with world labor shortages, reshoring, and manufacturing pressures. Whereas the firm stated its dedication to clients stays unchanged, it did say there will likely be “some changes” to its product roadmap shifting ahead.
Teradyne didn’t present specifics, nevertheless it stated the group will “give attention to the issues that matter most, notably AI, which could have a transformational impression on the best way individuals work with robots over the approaching years. An essential factor of our technique is to determine UR cobots as the popular platform for AI pushed workcell purposes and to ship superior efficiency for our AMRs by leveraging AI options.”
In its Q3 earnings name final week, Teradyne stated that over 8% of its robotics gross sales had been for AI-related merchandise, which is up from 6% in Q2 2025. The firm additionally stated quantity shipments to a big e-commerce buyer are usually not anticipated to have a fabric impression on its robotics income in 2025. Teradyne once more didn’t share specifics, however might it’s alluding to Amazon’s new Vulcan robotic, which is being rolled out in warehouses around the globe and makes use of a UR cobot?
Cobot competitors will increase
“We’ve taken the troublesome however essential step to resize our group in response to ongoing market pressures,” stated Jean-Pierre Hathout, who was named president of Teradyne Robotics in September 2025, taking on for Ujjwal Kumar. “That is about making certain we stay centered, agile, and able to ship on the areas that matter together with AI and strategic partnerships. We’re deeply grateful to the colleagues who’re leaving us and stay dedicated to supporting our clients and groups.”
Common Robots pioneered the collaborative robotic arm and stays a big participant, not too long ago surpassing 100,000 models offered. Nonetheless, like many early movers in know-how, its long-standing market place is going through elevated competitors.
New entrants are becoming a member of the cobot market; established industrial automation suppliers akin to ABB, FANUC, and KUKA have launched superior cobot choices; and lower-cost producers from Asia are increasing their presence, placing stress on UR’s dominance.
Teradyne, UR, MiR mark income drops
Click on picture to enlarge. | Credit score: The Robotic Report
The chart above shares the earnings from the previous 11 quarters for MiR, UR, and Teradyne Robotics as a complete. It provides one view into how the group’s income has not met expectations. The fourth quarter of 2023 is an outlier within the chart, because the group’s income peaked at $129 million for the quarter, with UR chipping in a lot of the cash. The typical income for the opposite 10 quarters is as follows:
- UR: $66.8M
- MiR: $16.2M
- Teradyne Robotics: $83M
Eighty-three million {dollars} per quarter is nothing to dismiss within the robotics world. After strong progress through the COVID-19 years, nonetheless, UR’s momentum has slowed. The corporate posted $311 million in income in 2021, up 41% from 2020 and 23% above 2019 pre-pandemic ranges. Progress peaked at $326 million in 2022, then declined to $304 million in 2023 and $293 million in 2024.
If the present 2025 revenue-per-quarter tempo continues, UR’s 2025 income would attain roughly $232 million — a decline of about $100 million, or 28%, from its 2022 peak.
In December 2024, UR introduced that it was establishing manufacturing capabilities in Nantong, China. This was the primary abroad manufacturing facility for UR, which stated on the time it was seeking to considerably develop its presence in China, the world’s largest marketplace for industrial robots. UR is producing two cobots particularly for China: the UR7e and UR12e.
In September 2025, UR launched the UR8 Lengthy cobot, which provides the identical 1,750 mm (68.9 in.) attain because the UR20 cobot however with a considerably slimmer profile. The UR8 Lengthy has a payload capability of 8 kg (17.6 lb.), which the corporate stated makes it appropriate for space-constrained setups and industrial duties.
