COMPANY PROFILE / DRONES AND ROBOTICS
Universal Robots
– The company that popularized "collaborative robots" is widening toward a development base for physical AI
Factory robots may call to mind big arms working behind safety fences. Universal Robots ("UR" below) is a Danish company that builds the arms of "collaborative robots" (cobots), designed to work beside people without a fence. It is a subsidiary of Teradyne, a U.S. maker of semiconductor test equipment, and in September 2026 it unveiled a new platform generation, "Gen 7", with AI use at the front. This article sorts out what robots it makes, how many it sells, and which AI companies it works with, using only Teradyne’s filings with the U.S. SEC and UR’s official announcements as evidence.
- UR in 30 seconds, and where it sits in drones and robotics
- Logo and naming
- Where the company sits in the field
- Scale (as Teradyne’s Robotics segment)
- Resources behind its robot work, and product status
- Track record so far
- Plans
- What the company seems to be aiming for
- Partnership map
- Technologies, products and services
- Risks the company faces
- Glossary / References / Claim-to-source audit
1. UR in 30 seconds, and where it sits in drones and robotics
Secondary: Humanoids & physical AICobot arms, plus an AI development base
UR’s distinctive move is that a company that sells robot arms has begun to aim at being "the base for developing and deploying AI robots" Sourced. On its official pages UR describes a design in which AI sits above the control layer, while real-time control and certified safety stay enforced by the arm. The idea is that "AI may reason in probabilities, but robot execution must be deterministic". In March 2026, together with Scale AI, it announced the "AI Trainer", a data-collection system for learning by imitating human motion (imitation learning). On the other hand, UR’s own revenue and profit are not disclosed. Only the figures for Teradyne’s Robotics segment (UR plus the MiR autonomous mobile robots combined) can be confirmed in SEC filings.
2. Logo and naming
Naming note: the company name is Universal Robots ("UR" for short) and the legal entity is Universal Robots A/S (a Danish company). The logo is the official logo (SVG) shown in the header of the company’s official website. The original file lacked a display size, so only width and height values were added (the shapes are unchanged). UR belongs to the Teradyne Robotics group, which also includes the autonomous mobile robot maker Mobile Industrial Robots (MiR). The "Robotics" business that Teradyne reports is UR and MiR combined. PolyScope (the robot software), e-Series, UR Series and g-Series (arm families) are product names, not company names.
Official site: https://www.universal-robots.com/3. Where the company sits in the field
UR’s main type is "Industrial & specialist robots": it builds arms that work beside people in factories. A collaborative robot (cobot) is one given functions that limit force and speed so that, after a risk assessment, it can work in the same space as people without a safety fence. Teradyne’s 10-K says UR introduced "the world’s first commercially viable cobot" in 2008 (company claim). In 2026 UR has also strengthened its position as a base for developing AI robots, so it has some traits of the far-left "Humanoids & physical AI" type Our calculation.
4. Scale (as Teradyne’s Robotics segment)
UR’s parent Teradyne is mainly a semiconductor-test company. Here we show only the figures for its Robotics segment Sourced. Revenue for UR alone is not disclosed. The numbers below are UR plus MiR.
| Metric (US$ millions) | 2024 | 2025 | First half 2025 | First half 2026 |
|---|---|---|---|---|
| Robotics segment revenue | 364.8 | 308.3 | 143.9 | 191.2 |
| Segment result before income taxes | -77.6 | -99.4 | -55.7 | -3.5 |
| Share of Teradyne’s total revenue | 13% | 10% | n/a | n/a |
| Item | Content | Type |
|---|---|---|
| Whole company | Teradyne’s 2025 revenue was US$3,190.0 million and it had about 6,600 employees (robotics-only headcount not disclosed). Headquarters in North Reading, Massachusetts | Sourced |
| 2025 decline | Robotics revenue fell US$56.5 million (15.5%); the company attributes it mainly to lower sales of collaborative arms and autonomous mobile robots | Sourced |
| 2026 recovery | US$91.3 million in the first quarter (up 32.3% on a year earlier) and US$99.9 million in the second (up 33.4%). The company cites higher sales of collaborative arms as the main driver | Sourced |
| Currency effect | Most Robotics revenue is in currencies other than the U.S. dollar; the company says a stronger dollar would weigh on revenue | Sourced |
The figures above are for Teradyne’s Robotics segment, not UR alone (they include the MiR autonomous mobile robots). The result is segment income before income taxes, and it varies with how company-wide costs and intangible-asset amortization are allocated. This article does not use these figures to judge the value or prospects of the business, and it does not touch share price or valuation.
5. Resources behind its robot work
We sort four resource types (people, money, outside investments and acquisitions, and ties to universities or public bodies) by whether primary sources let us confirm them. "Not mentioned" is itself a finding.
| Resource | Content | Type |
|---|---|---|
| People | Robotics-only headcount is not disclosed. The 2025 Robotics restructuring affected about 400 employees (US$24.3 million of severance charges). Within it, the first-quarter (March) 2025 reorganization of go-to-market and other functions affected about 150 | Sourced |
| Money | R&D spending for Robotics alone is not disclosed (Teradyne’s total engineering and development spending was US$504.6 million in 2025, with lower spending in Robotics, the company says). Goodwill of the Robotics reporting unit was US$416.4 million (31 December 2025). The Robotics segment’s 2025 pre-tax loss was US$99.4 million | Sourced |
| Outside investments, acquisitions, joint ventures | Teradyne acquired UR in 2015, then Energid and MiR (2018) and Lemsys and AutoGuide (2019) (10-K). The 2025 acquisitions (AET, Quantifi) are on the semiconductor-test side. We found no new robotics acquisition in the 10-K and 10-Qs we checked | Sourced |
| Universities, research institutes, public bodies | No research agreements with universities or public bodies, and no participation in public programs such as NASA, DARPA or NSF, appear in the official materials we checked. In AI, joint development with Scale AI (a company) appears in an official announcement | Not confirmed |
| Facilities and bases | Owns an approximately 200,000 sq ft (about 18,600 square metres) building in Odense, Denmark. Robot manufacturing is mainly in Denmark and the U.S. A U.S. manufacturing and service hub in Wixom, Michigan is being set up (announced to open in 2026) | Sourced (opening is Not yet confirmed) |
| Partner ecosystem | The company says it has over 1,200 partners (about 200 technology partners and over 200 OEM solution partners) | Sourced (company claim) |
Status of the main products and services (checked 25 October 2026)
| Name | Kind | Main specifications (company’s stated values) | Use and operating record | Regulatory approval | Stage and date |
|---|---|---|---|---|---|
| g-Series (UR10g-1750 / UR17g-1300 / UR18g-950) | Cobot arms (seventh generation) | Payload: UR10g 8 kg (10 kg extended), UR17g 15 kg (17.5 kg extended), UR18g 18 kg. Reach: 1,750 / 1,300 / 950 mm. Tool speed up to 5 m/s, IP65 dust and water protection. Power, data and safety signals brought to the tool flange | Shown at IMTS in September 2026. No unit counts found | The company says all g-Series robots are certified by TÜV to ISO 10218-1 and UL 1740 | Announced 14 September 2026. Shipping start not confirmed |
| UR Series (UR20-1750 / UR30-1300) | Cobot arms (high payload) | UR20: 20 to 25 kg, 1,750 mm. UR30: 30 to 35 kg, 1,300 mm. Run on the CB7 controller | The 10-K lists UR8 Long, UR15, UR18, UR20 and UR30 among its products | Individual third-party certification not confirmed | Available |
| e-Series (UR3e, UR7e, UR12e, UR16e and others) | Cobot arms (lightweight) | UR3e: 3 kg, 540 mm. UR7e: 7.5 kg, 920 mm. UR12e: 12.5 kg, 1,300 mm | Over 110,000 cobots sold in total (Teradyne Robotics 10-K); also described as over 100,000 industrial deployments | As above | Available |
| Gen 7 platform | Control, software and operating panels | CB7 Core controller (40% more compute and 30% smaller footprint than previous generations), PolyScope X, TP7 Core teach pendant (over 20% lighter), SP7 Smart Panel. Safety architecture PLd, Category 3 (ISO 13849-1); cybersecurity IEC 62443-4-1 ML3 | Announced; also works with e-Series and UR Series arms | Certifications are claimed by the company; scope as stated in the announcement | Announced 14 September 2026 |
| UR AI Accelerator | Compute box for AI | Includes an NVIDIA Jetson AGX Orin 64GB and an Orbbec Gemini 335Lg 3D camera. For UR Series and e-Series | No customer deployments found | Not applicable | Available (orders accepted) |
| UR AI Trainer | Imitation-learning data-collection system | A person moves a leader robot while a follower robot mirrors it; motion, force and video are recorded in sync (the demo used two leader and two follower robots). Combined with Scale AI software. Demonstrated with UR3e and UR7e | Shown at GTC 2026. A large industrial dataset with Scale AI is planned "later this year" | Not applicable | Announced 16 March 2026. Dataset release is Not yet confirmed |
| MiR (autonomous mobile robots) | Autonomous mobile robots | MiR250, MiR600, MiR1350, MiR1200 Pallet Jack (10-K) | Over 11,000 sold in total (10-K) | Not confirmed | Available (as Teradyne Robotics) |
The figures in this table are manufacturer’s stated values or the company’s own descriptions. Payload and reach have conditions per model (maximum versus standard values, mounting posture), so figures for different models cannot be lined up to rank anything. Deployment and shipment claims ("over 100,000", "hundreds shipped") are company statements; breakdowns by unit count and independent verification could not be confirmed in official materials.
UR lists "high performance yet light" as a product trait and says its robots are up to 70% lighter than comparable traditional robots (the comparison target and conditions are not given) Sourced. It also says the g-Series uses an enclosed joint design that reaches IP65 dust and water protection. From a materials standpoint, a light arm and sealed joints tie directly to the choice of structural materials (light, stiff metals or resins), joint reducers (gears), sealing materials (such as rubber) and lubricants. However, the official materials we checked name no specific materials, so this is a general reading Not yet confirmed. See also our explainers on speed reducers and gears, structural materials for robots and drones, and joint actuators.
The other point is sensing force. Gen 7 builds in force and torque sensing and impedance control (control that tunes how firmly the robot pushes back), and the company says this "gives the robot a sense of touch". For work on soft materials or on fitting parts together, that force information matters.
6. Track record so far
| When | What happened | Meaning |
|---|---|---|
| 2005 | Universal Robots founded (About page) | Cobot development begins |
| 2008 | Launched what it calls the first commercially viable cobot (Teradyne 10-K, company claim) | The starting point of cobot adoption |
| 2015 | Teradyne acquires UR (10-K) | A semiconductor-test company enters robotics |
| 2018 to 2019 | Energid and MiR (2018), Lemsys and AutoGuide (2019) acquired (10-K) | Expansion into autonomous mobile robots and more |
| 2025 | Robotics revenue down 15.5%; restructuring affecting about 400 people | Reorganizing the business |
| 9 Dec 2025 | Announced a manufacturing and service hub in Michigan to open in 2026 (over 200 jobs) | Expanding U.S. manufacturing |
| Feb to Apr 2026 | Took legal action in Germany against Elite Robots’ German subsidiary for copyright infringement of UR’s software; on 21 April the Regional Court of Hamburg issued a preliminary injunction (a halt on offering or distributing), the company says | Stress on protecting intellectual property (company’s account) |
| 16 Mar 2026 | Announced the UR AI Trainer with Scale AI (GTC 2026) | A way to collect AI training data on real robots |
| 19 Mar 2026 | Skild AI announced a partnership to integrate Skild Brain into ABB Robotics and UR portfolios (Skild AI blog) | Tie-up with another company’s robot foundation model |
| 22 Apr 2026 | Expanded its partnership with Flex (Flex makes key components and also deploys UR in its own plants) | A manufacturing partnership |
| 27 Aug 2026 | Filed a patent infringement case at the Unified Patent Court against a German subsidiary of China’s JAKA | The company’s claim; outcome not confirmed |
| 14 Sep 2026 | Gen 7 and the g-Series announced (IMTS) | A new generation with AI at the front |
| 1 Oct 2026 | Announced that the dispute with Elite Robots was resolved by mutual agreement on confidential terms | A settlement; terms not disclosed |
| 21 Oct 2026 | Announced a partnership with Sereact of Germany | A tie-up with a physical-AI company |
Dates are those of UR’s announcements and the periods of Teradyne’s filings. For legal disputes we describe only what the company announced; we have not confirmed the other side’s position or any final court decision. This is not an assessment of any company.
7. Plans
In its September 2026 announcement UR says Gen 7 is a base for the robots of the AI era, but it gives no shipping date or price Not yet confirmed. On the U.S. site, the 10-K says fit-out of a leased 68,000 sq ft U.S. Robotics manufacturing site has begun, and the December 2025 announcement says it will open in 2026 Not yet confirmed. The release of the industrial dataset with Scale AI was stated as "later this year" in March 2026, and we could not confirm whether it has been released Not yet confirmed.
None of the following appears in official materials Not yet confirmed.
Revenue, profit and headcount for UR alone / annual shipment counts / the shipping start and price of Gen 7 / confirmation that the Michigan site has opened / what happened next in the JAKA patent case / the launch timing of integrated Skild AI products. We do not use press-reported figures.
8. What the company seems to be aiming for
This chapter includes points the company does not state directly. They are inferences that stay within what primary sources allow, given with their grounds.
| What can be read | Primary-source basis | Type |
|---|---|---|
| Beyond making and selling arms, it is going for the base for developing AI robots | The Physical AI page names a "robotics platform for physical AI" and lists the AI Accelerator (compute box) and AI Trainer (data capture) as developer products | Sourced (company’s description) |
| It wants to make a strength of putting AI above control while the arm keeps safety | It says AI can reason probabilistically but robot execution must be deterministic, and that AI operates inside certified safety boundaries | Sourced (company’s description) |
| It wants its arm to become a standard place for AI to run, through many AI-company partnerships | It names Scale AI, Generalist AI (preferred model partner), Sereact, Skild AI (aiming to integrate) and NVIDIA in announcements and on its own pages | Inference |
| After the 2025 revenue decline, it is trying to build growth again with AI and a new generation | 2025 brought a revenue decline and restructuring. In the first half of 2026 revenue rose about 33%, and Gen 7 was announced in September | Inference |
The reading that "it wants its arm to be a standard place for AI to run" rests on the sequence of UR’s 2026 announcements. In March it announced the AI Trainer with Scale AI and, in the same release, introduced Generalist AI’s robot foundation model as a preferred model partner Sourced. Skild AI also announced in March that it aims to integrate the Skild Brain into UR’s cobot product line, and quotes UR’s head (titled CEO in Skild AI’s article) as wanting to bring advanced AI capabilities to its cobots (Skild AI blog). In September, the Gen 7 announcement put forward "a base on which the AI brain of a robot can run safely". We read these as pointing one way, but the share of UR’s revenue that comes from AI-related work, and the terms of its contracts with AI companies, could not be confirmed from official materials Not yet confirmed.
9. Partnership map
| Counterparty | Relationship (as stated in official materials) | Note |
|---|---|---|
| Teradyne | Parent company. Acquired UR in 2015. Runs UR and MiR as its Robotics business (10-K) | Confirmed in an SEC filing |
| NVIDIA | The AI Accelerator carries an NVIDIA Jetson Orin (embedded AI computer). In the AI Trainer show, a virtual-environment demo with NVIDIA Omniverse and Isaac Sim. UR says it is exploring the "Physical AI Data Factory Blueprint" for synthetic data | "Exploring" does not mean adopted |
| Scale AI | Co-developed the AI Trainer. Plans to release an industrial dataset together ("later this year", March 2026 announcement) | Dataset release not confirmed |
| Flex | Makes key UR components and deploys UR and MiR in its own plants (April 2026). Extends a 20-year relationship making Teradyne’s semiconductor test equipment | Company announcement |
| Sereact | Sereact’s AI platform "Cortex" runs UR arms. The two say hundreds of UR robots in dual-arm systems have shipped to customer sites in Europe (21 October 2026) | Company claim; no breakdown of units |
| Skild AI | A partnership aiming to integrate Skild Brain into the portfolios of ABB Robotics and UR (19 March 2026, Skild AI announcement) | No shipped integrated product found |
| Generalist AI, Siemens, Robotiq and others | Generalist AI is UR’s preferred model partner (a demo with two UR7e arms at GTC 2026). A palletizing demo with Siemens and Robotiq at CES 2026 | Demos are the company’s account; no independent verification found |
10. Technologies, products and services
UR’s products fall into three layers: the arm (hardware), the PolyScope robot software, and tools for AI development. Here is what the official site and announcements let us confirm Sourced.
| Element | Plain explanation | Place in official materials |
|---|---|---|
| Collaborative robot arm | A robot arm with functions that limit force and speed and stop on contact so it can work beside people | The 10-K says that after a risk assessment, most cobots can operate alongside employees |
| PolyScope | Robot software that lets you set up motions in a short time from a tablet-like panel | On every robot. PolyScope X is the new generation, with ROS 2 and open APIs |
| UR+ | A scheme of peripherals and software that UR has validated (the ecosystem) | About 1,200 partners, the company says |
| AI Accelerator | A set of a small AI computer and camera that mounts on the arm | Includes a Jetson AGX Orin 64GB and a 3D camera |
| AI Trainer | A system in which a person moves a leader robot and the motion, force and video are recorded as AI training data | With Scale AI; described as producing data for training VLAs |
| Force and torque control | Functions that measure and adjust how hard the robot pushes or twists | Gen 7 builds in force-torque sensing and impedance control, it says |
Collaborative robots are built to work in the same place as people, but that does not make every task safe. The 10-K itself says that after a risk assessment, most cobots can operate alongside employees. For example, a sharp tool or a hot object on the tip can make the whole task dangerous even if the arm is safe. Robot safety is decided by an assessment that covers the task, the tool and the layout, not only the arm’s functions (see also our explainers on how to read robot safety standards and on industrial and collaborative robots). The scope of third-party certification (such as ISO 10218-1) also depends on which models and configurations were certified.
11. Risks the company faces
| Risk | Content | Type |
|---|---|---|
| Profitability of the robotics business | In 2025 revenue fell and the pre-tax loss widened. In the first half of 2026 the loss narrowed, but losses continue | Sourced |
| Valuation of goodwill | Robotics goodwill is US$416.4 million, and the auditor lists it as a critical audit matter (the valuation rests on projected future revenue) | Sourced |
| Currency effects | Most Robotics revenue is in currencies other than the dollar, so a stronger dollar weighs on revenue | Sourced |
| Competition and IP disputes | UR says it has filed copyright and patent cases in Europe against Chinese robot companies (one resolved by settlement); some outcomes are not settled. They show competition, and they can be long and costly | Sourced (company announcements) |
| Proving the value of AI | The physical-AI products are new, and AI-related revenue or deployment scale is not disclosed. Whether the aim of being "a standard place for AI" turns into sales cannot be confirmed now | Inference |
| Dependence on partners’ AI | The AI that runs on UR arms is developed by others (Generalist AI, Skild AI, Sereact and so on), so UR’s value partly depends on how well that AI performs | Inference |
12. Glossary
- Collaborative robot (cobot)
- A robot with functions that limit force and speed so that, after a risk assessment, it can work in the same space as people without a safety fence.
- Payload
- The weight a robot can carry at its tip, including the tool.
- Reach
- The maximum distance from the arm’s base to its tip.
- PolyScope
- UR’s robot software; programs are built on the teach pendant.
- UR+
- UR’s scheme for validated peripherals and software.
- AMR
- Autonomous mobile robot: a wheeled robot that picks its own route to carry goods (MiR).
- Imitation learning
- Learning in which a robot picks up a task by copying human motion.
- VLA
- Vision-language-action model: turns images and a language instruction directly into robot motion.
- Impedance control
- Control that tunes how "soft" the robot feels when pushed from outside.
- IP65
- A protection rating for dust and water: no dust ingress and resistance to water jets.
- TÜV
- A German third-party certification body that tests and certifies product safety.
- Segment
- A division by type of business that a company discloses separately. At Teradyne, "Robotics" is one segment.
13. References
- Teradyne Form 10-K for the fiscal year ended 31 December 2025 (filed with the U.S. SEC on 19 February 2026). Robotics description, segment revenue and results, restructuring, goodwill, facilities, headcount, acquisition history. https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm
- Teradyne Form 10-Q for the quarter ended 29 March 2026 (filed 1 May 2026). Robotics revenue and results for the first quarter. https://www.sec.gov/Archives/edgar/data/97210/000119312526201058/ter-20260329.htm
- Teradyne Form 10-Q for the quarter ended 28 June 2026 (filed 31 July 2026). Robotics revenue and results for the second quarter and first half. https://www.sec.gov/Archives/edgar/data/97210/000119312526327715/ter-20260628.htm
- Universal Robots Official website (home page). Gen 7, g-Series, payloads and reach, the logo. https://www.universal-robots.com/
- Universal Robots Products page. The three robot families and the statements on weight, safety and connectivity. https://www.universal-robots.com/products/
- Universal Robots g-Series product page. Specifications and the mention of ISO 10218-1:2025. https://www.universal-robots.com/products/g-series/
- Universal Robots Physical AI page. The AI-ready architecture, partners, AI Accelerator and AI Trainer. https://www.universal-robots.com/products/physical-ai/
- Universal Robots AI Accelerator product page. The NVIDIA Jetson Orin and 3D camera kit. https://www.universal-robots.com/products/ai-accelerator/
- Universal Robots About us. Founding year and mission. https://www.universal-robots.com/about-us/
- Universal Robots News center (list of 196 items). https://www.universal-robots.com/news-and-media/news-center/
- Universal Robots Universal Robots unveils Gen 7 (14 September 2026). https://www.universal-robots.com/news-and-media/news-center/universal-robots-unveils-gen-7-new-platform-industrial-automation-physical-ai/
- Universal Robots Universal Robots and Scale AI launch imitation learning system (16 March 2026). UR AI Trainer. https://www.universal-robots.com/news-and-media/news-center/universal-robots-scale-ai-launch-imitation-learning-system-accelerate-ai-training-lab-to-factory/
- Universal Robots Pending legal dispute between Elite Robots and Teradyne Robotics resolved by mutual agreement (1 October 2026). https://www.universal-robots.com/news-and-media/news-center/pending-legal-dispute-between-elite-robots-and-teradyne-robotics-resolved-by-mutual-agreement/
- Universal Robots German court rules in favor of Teradyne Robotics … against Elite Robots Deutschland (21 April 2026). https://www.universal-robots.com/news-and-media/news-center/german-court-rules-for-teradyne-robotics-in-copyright-case-against-elite-robots-deutschland/
- Universal Robots Teradyne Robotics starts patent infringement case … at European patent court (27 August 2026). https://www.universal-robots.com/news-and-media/news-center/collaborative-robot-leader-teradyne-robotics-patent-infringement-against-chinese-robot-competitor-european-court/
- Universal Robots Flex and Teradyne Robotics expand partnership (posted 23 April 2026). https://www.universal-robots.com/news-and-media/news-center/flex-teradyne-robotics-expand-partnership-scale-intelligent-automation-across-global-manufacturing/
- Universal Robots Teradyne Robotics and Sereact partner (21 October 2026). https://www.universal-robots.com/news-and-media/news-center/teradyne-robotics-and-sereact-partner-to-scale-physical-ai-solutions-for-retail-and-logistics/
- Universal Robots New US Operations Hub to open in 2026 (9 December 2025). https://www.universal-robots.com/news-and-media/news-center/new-us-operations-hub-to-open-in-2026/
- Skild AI The Reindustrial Revolution (19 March 2026). The partnership to integrate Skild Brain into ABB Robotics and Universal Robots products. https://www.skild.ai/blogs/reindustrial-revolution
14. Claim-to-source audit
| Claim in the text | Type | Source |
|---|---|---|
| Teradyne’s Robotics segment (UR plus MiR), over 110,000 cobots, over 11,000 AMRs, product names | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm |
| Robotics revenue (2024 US$364.8M, 2025 US$308.3M), share of total, pre-tax result, reasons for the decline | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm |
| Robotics goodwill of US$416.4M and the restructuring of about 400 people (US$24.3M) | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm |
| Acquisition of UR (2015) and the history of MiR, Energid, Lemsys and AutoGuide acquisitions | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm |
| About 6,600 employees (company-wide), the Odense building, manufacturing in Denmark and the U.S., fit-out of the Michigan site | Sourced | Reference 1 https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm |
| Q1 2026 Robotics revenue of US$91.3M and result of -US$1.0M; the March 2025 reorganization (about 150 people) | Sourced | Reference 2 https://www.sec.gov/Archives/edgar/data/97210/000119312526201058/ter-20260329.htm |
| Q2 and H1 2026 Robotics revenue of US$99.9M and US$191.2M; results of -US$2.6M and -US$3.5M | Sourced | Reference 3 https://www.sec.gov/Archives/edgar/data/97210/000119312526327715/ter-20260628.htm |
| Names, payloads and reach of g-Series, UR Series and e-Series arms; Gen 7; 1,750 mm and 35 kg | Sourced | Reference 4 https://www.universal-robots.com/ Reference 5 https://www.universal-robots.com/products/ |
| g-Series specifications (up to 5 m/s, IP65, ISO 10218-1:2025-compliant freedrive button) | Sourced | Reference 6 https://www.universal-robots.com/products/g-series/ |
| Gen 7 announcement (14 September 2026), CB7, TP7, SP7, safety architecture, TÜV certification, IEC 62443-4-1 ML3 | Sourced | Reference 11 https://www.universal-robots.com/news-and-media/news-center/universal-robots-unveils-gen-7-new-platform-industrial-automation-physical-ai/ |
| The Physical AI design approach, about 1,200 partners, AI Accelerator and AI Trainer | Sourced | Reference 7 https://www.universal-robots.com/products/physical-ai/ |
| AI Accelerator contents (Jetson AGX Orin 64GB, Orbbec 3D camera) | Sourced | Reference 8 https://www.universal-robots.com/products/ai-accelerator/ |
| AI Trainer (with Scale AI, 16 March 2026), Generalist AI demo, NVIDIA tie-up | Sourced | Reference 12 https://www.universal-robots.com/news-and-media/news-center/universal-robots-scale-ai-launch-imitation-learning-system-accelerate-ai-training-lab-to-factory/ |
| Founding year (2005) and mission | Sourced | Reference 9 https://www.universal-robots.com/about-us/ |
| The Elite Robots case (Hamburg preliminary injunction; resolution by mutual agreement) | Sourced | Reference 14 https://www.universal-robots.com/news-and-media/news-center/german-court-rules-for-teradyne-robotics-in-copyright-case-against-elite-robots-deutschland/ Reference 13 https://www.universal-robots.com/news-and-media/news-center/pending-legal-dispute-between-elite-robots-and-teradyne-robotics-resolved-by-mutual-agreement/ |
| Patent case against JAKA’s German subsidiary (UPC, 27 August 2026) | Sourced | Reference 15 https://www.universal-robots.com/news-and-media/news-center/collaborative-robot-leader-teradyne-robotics-patent-infringement-against-chinese-robot-competitor-european-court/ |
| Partnership with Flex (April 2026), partnership with Sereact (21 October 2026), U.S. hub announcement (9 December 2025) | Sourced | Reference 16 https://www.universal-robots.com/news-and-media/news-center/flex-teradyne-robotics-expand-partnership-scale-intelligent-automation-across-global-manufacturing/ Reference 17 https://www.universal-robots.com/news-and-media/news-center/teradyne-robotics-and-sereact-partner-to-scale-physical-ai-solutions-for-retail-and-logistics/ Reference 18 https://www.universal-robots.com/news-and-media/news-center/new-us-operations-hub-to-open-in-2026/ |
| Skild AI’s partnership to integrate Skild Brain (19 March 2026) | Sourced | Reference 19 https://www.skild.ai/blogs/reindustrial-revolution |
| The list of news items and dates | Sourced | Reference 10 https://www.universal-robots.com/news-and-media/news-center/ |
| Revenue, profit and headcount for UR alone; annual shipments; Gen 7 shipping start and price | Not yet confirmed | Not in official materials; we do not estimate https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm |
| Release of the industrial dataset (this year), opening of the Michigan site (2026), launch of integrated Skild Brain products | Not yet confirmed | Reference 12 https://www.universal-robots.com/news-and-media/news-center/universal-robots-scale-ai-launch-imitation-learning-system-accelerate-ai-training-lab-to-factory/ Reference 18 https://www.universal-robots.com/news-and-media/news-center/new-us-operations-hub-to-open-in-2026/ Reference 19 https://www.skild.ai/blogs/reindustrial-revolution |
| Research agreements with universities or public bodies (not mentioned) | Not yet confirmed | Not in the official materials we checked; we do not assert that none exist https://www.universal-robots.com/products/physical-ai/ |
| Four-type classification (main: Industrial & specialist robots; secondary: Humanoids & physical AI) | Our calculation | Our own classification |
| The readings that it wants its arm to be a standard place for AI, and that it is trying to build growth with AI and a new generation after the 2025 decline | Inference | Our own reading (basis: References 12 and 11 https://www.universal-robots.com/news-and-media/news-center/universal-robots-scale-ai-launch-imitation-learning-system-accelerate-ai-training-lab-to-factory/) |
| The risks of proving the value of AI and of dependence on partners’ AI | Inference | Our own reading, based on UR’s announcements and Teradyne’s disclosures |
Last updated: 25 October 2026 / Troy Technical
This article rests on Teradyne’s Form 10-K and 10-Qs filed with the U.S. SEC, on Universal Robots’ official website and news, and on Skild AI’s blog. We use no market-research estimates or press-reported figures. Performance values such as payload are the manufacturer’s stated values, and descriptions of deployment, shipment, demonstration and litigation are company announcements, not independent verification. This is not investment advice and does not touch share price or valuation. Passages marked "Inference" are our own readings of primary sources and are not statements by the company.