Cognex Corporation (CGNX) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

SA Transcripts158.74K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Cognex Corporation (CGNX) 47th Annual Raymond James Institutional Investor Conference March 2, 2026 11:00 AM EST Company Participants Matt Moschner - President, CEO & Director Conference Call Participants Brian Gesuale - Raymond James & Associates, Inc., Research Division Presentation Brian GesualeRaymond James & Associates, Inc., Research Division Good morning, everybody. Welcome. Thanks so much for joining us. Many of you left the snow. So I appreciate you coming to sunnier pastures here. We're delighted to have Cognex here to present their story. This is a stock that's off to a really good start this year, very encouraging demand signals that they talked about on their last conference call and a guide that was really nicely in line or better than where we were looking for. Company's CEO, Matt Moschner, is here to take us through the story. Matt, I'm going to turn it over to you for a presentation, and then we'll certainly have a breakout afterwards. Matt? Thank you. Matt MoschnerPresident, CEO & Director Great. Thanks, Brian. Welcome, everybody. It's my pleasure to present Cognex, the world leader in industrial machine vision. As mentioned, my name is Matt Moschner. I'm our CEO, and I'm based in our Boston headquarters. We'll get through the legalese. But what I thought I would do is just start with what is industrial machine vision. And I have one of our flagship devices here. It's our In-Sight 3800. And you can think of machine vision as really the technology that allows machinery and robotics to perceive the world around them and make decisions based on that perception. Cognex, the brand, is based on cognition and us being the cognition experts. And what is cognition. Cognition is the gathering of visual of data, in this case, image data. the storage, the processing and driving insights from those data. And we do that better than anyone else in the world, and we do it in some of the harshest