艾斯特拉实验室第四季度收益报告:营收和每股收益均超预期,2025年有望成为“突破之年”

财报速递
02-11
艾斯特拉实验室公司(纳斯达克股票代码:ALAB)在周一收盘后公布了第四季度财务业绩。以下是报告的要点。 第四季度收益:艾斯特拉实验室报告第四季度收入为1.411亿美元,超过分析师预期的1.2798亿美元。这家基于半导体的连接解决方案公司报告调整后的第四季度每股收益为0.37美元,超过分析师预期的0.26美元。总收入同比增长179%,环比增长25%。毛利率达到了74%。公司在本季度结束时持有现金及现金等价物为7955万美元。 艾斯特拉实验室是包括英伟达在内的几家科技巨头的连接解决方案供应商。公司首席执行官吉腾德拉·莫汉表示,“2024年收入增长主要由Aries PCIe Retimer产品推动,而乙太网的Taurus智能线缆模块在第四季度表现强劲。” “我们预计2025年将是一个突破之年,因为我们将进入一个新的增长阶段,由四大产品系列的收入推动,支持多样化的客户群和平台。这包括我们的旗舰产品Scorpio Fabric用于主节点PCIe连接和后端AI加速器规模集群。” 指导意见:艾斯特拉实验室预计第一季度收入将在1.51亿美元至1.55亿美元之间,高于分析师预期的1.3425亿美元。公司预计第一季度调整后每股收益在0.28美元至0.29美元之间。 管理层将于东部时间下午4:30举行电话会议,与投资者和分析师进一步讨论季度业绩。 股票价格动向:根据Benzinga Pro的数据显示,艾斯特拉实验室股价在盘后交易中下跌4.35%,周一发表时为每股98.77美元。 图片来源:Shutterstock。

以上内容来自Benzinga Earnings专栏,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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