艾斯特拉實驗室第四季度收益報告:營收和每股收益均超預期,2025年有望成為「突破之年」

財報速遞
2025/02/11
艾斯特拉實驗室公司(納斯達克股票代碼:ALAB)在周一收盤後公布了第四季度財務業績。以下是報告的要點。 第四季度收益:艾斯特拉實驗室報告第四季度收入為1.411億美元,超過分析師預期的1.2798億美元。這家基於半導體的連接解決方案公司報告調整後的第四季度每股收益為0.37美元,超過分析師預期的0.26美元。總收入按年增長179%,按月增長25%。毛利率達到了74%。公司在本季度結束時持有現金及現金等價物為7955萬美元。 艾斯特拉實驗室是包括英偉達在內的幾家科技巨頭的連接解決方案供應商。公司首席執行官吉騰德拉·莫漢表示,「2024年收入增長主要由Aries PCIe Retimer產品推動,而乙太網的Taurus智能線纜模塊在第四季度表現強勁。」 「我們預計2025年將是一個突破之年,因為我們將進入一個新的增長階段,由四大產品系列的收入推動,支持多樣化的客戶羣和平台。這包括我們的旗艦產品Scorpio Fabric用於主節點PCIe連接和後端AI加速器規模集羣。」 指導意見:艾斯特拉實驗室預計第一季度收入將在1.51億美元至1.55億美元之間,高於分析師預期的1.3425億美元。公司預計第一季度調整後每股收益在0.28美元至0.29美元之間。 管理層將於東部時間下午4:30舉行電話會議,與投資者和分析師進一步討論季度業績。 股票價格動向:根據Benzinga Pro的數據顯示,艾斯特拉實驗室股價在盤後交易中下跌4.35%,周一發表時為每股98.77美元。 圖片來源:Shutterstock。

以上內容來自Benzinga Earnings專欄,原文如下:

Astera Labs Inc (NASDAQ:ALAB) reported financial results for the fourth quarter after the market close on Monday. Here’s a rundown of the report.

Q4 Earnings: Astera Labs reported fourth-quarter revenue of $141.1 million, beating analyst estimates of $127.98 million. The semiconductor-based connectivity solutions company reported adjusted fourth-quarter earnings of 37 cents per share, beating analyst estimates of 26 cents per share, according to Benzinga Pro.

Astera Labs is a supplier of connectivity solutions for several tech giants including Nvidia. Total revenue was up 179% on a year-over-year basis and up 25% quarter-over-quarter. Gross margin came in at 74%. The company ended the quarter with cash and cash equivalents of $79.55 million.

「The revenue growth in 2024 was largely driven by Aries PCIe Retimer products, with Taurus Smart Cable Modules for Ethernet coming in strongly in Q4,」 said Jitendra Mohan, CEO of Astera Labs.

「We expect 2025 to be a breakout year as we enter a new phase of growth driven by revenue from all four of our product families to support a diverse set of customers and platforms. This includes our flagship Scorpio Fabric products for head-node PCIe connectivity and backend AI accelerator scale-up clustering.」

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Guidance: Astera Labs expects first-quarter revenue to be in the range of $151 million to $155 million versus estimates of $134.25 million. The company anticipates adjusted earnings of 28 cents to 29 cents per share in the first quarter.

Management will hold a conference call to further discuss the quarter with investors and analysts at 4:30 p.m. ET.

ALAB Price Action: Astera Labs shares were down 4.35% after hours, trading at $98.77 at the time of publication Monday, according to Benzinga Pro.

Photo: Shutterstock.

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