Brett Larson
speaker
455 appearances
2 recordings
1 series
first heard Dec 2024
last heard Feb 2025
Brett Larson’s voice in public audio — every appearance, attributed to the second.
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To ten percent range in terms of a customer.
In Cognet's fashion, they're stacking new S curves and logistics, which is really interesting.
So they're taking the vision tunnels, which they've really honed with Amazon to new customers and new geographies.
And those non-Amazon customers are growing very quickly.
And then they're also identifying other applications outside of barcode reading, things like
vision inspection to see damaged boxes coming down the line or damaged labels, make sure there are labels, even things like dimensioning to do estimating of your shipping costs and things like that.
So they get their foot in the door and then they find additional applications within the in market.
And that's the story of logistics at the moment.
Automotive is the second largest market at twenty two percent of sales.
In theory, E V battery should be a good tailwind for them.
Cognix has solutions.
The transition just frankly necessitates a bunch of Capex, whether it be new.
Automotive lines, but also battery facilities that otherwise would not have been the case if it was just new models, internal combustion engine models.
But frankly, the growth just didn't come through last year as people had expected it to.
Automotive sales were down mid teens in 2024.
It's not expected to be a good year in 2025, but it shouldn't be a deep decline, like 2024 at least.
And long term, the target for this in market is ten percent growth.
For Cognex.
Two other quick ones.
So semiconductor is probably about ten or fifteen percent of sales now.
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