Astera Labs 2024年第三季度净亏损扩大167%至1.08亿美元,营收同比大增291%

老虎公告助手
06 Nov 2024
核心亮点:- 营收大幅增长291%至2.552亿美元,主要受益于对台湾、中国和新加坡等地的强劲需求 - 毛利率为77.8%,较上年同期上升15.2个百分点 - 公司最大的两个客户分别占营收的40%和28%,客户高度集中
收入拆解:按地区分, 台湾营收2.004亿美元,增长514%;中国2,321万美元,增长472%;新加坡1,197万美元,新增业务;美国1,074万美元,下降53.4%。主要得益于台湾和中国市场的快速增长。
管理层观点展望:管理层未就业绩发表评论。公司一季度完成IPO募资约6.72亿美元用于扩张运营。针对客户高度集中的风险,公司应当采取措施吸引新客户,降低集中度。
运营数据:- 研发费用1.443亿美元,占营收56.6% - 销售及营销费用1.008亿美元,占营收39.5% - 一般及管理费用0.693亿美元,占营收27.2% 由于业务扩张及IPO等原因,销售及管理费用大幅增加。如果在接下来的几个季度内亏损情况持续,公司现金储备可支撑约12个季度运营。
运营风险:地缘政治风险、客户高度集中风险、供应链风险。

公告原文

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