来源:Gangtise投研
Astera Labs(ALAB.O) 2024年第二季度业绩电话会:公司连续第五次创下季度收入纪录,达到1.13亿美元,同比增长206%,环比增长47%。公司预计第四季度营收将在1.26亿至1.3亿美元之间,显著高于分析师预期的1.084亿美元,并预计非通用会计准则每股收益为0.25至0.26美元,超过分析师预期的0.18美元。第三季度非通用会计准则毛利率为77.8%,营业利润率为32.4%。公司推出了新的Scorpio Smart Fabric Switch系列,预计到2028年将四个产品系列的总市场机会扩大到120亿美元以上。
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