Astera Labs, Inc. ( ALAB ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 10:00 AM EST Company Participants Nicholas Aberle - VP, Treasurer & Investor Relations Conference Call Participants Srinivas Pajjuri - RBC Capital Markets, Research Division Presentation Srinivas Pajjuri RBC Capital Markets, Research Division Thanks, everyone, for joining. I want to welcome everyone to RBC's TIMT Conference.
As traders position for year-end, the government shutdown is over, major market indices are filling gaps, and seasonal momentum looms.
ALAB's surging revenues and expanding AI platform lineup position it to power the next wave of hyperscale data center growth.
Revenue surged 104% YoY to $230.6 million, beating estimates by nearly 12%, with sequential growth holding steady at 20%. GAAP operating margin expanded to 24%, up from (7.9%) a year ago, while non-GAAP margin hit a record 41.7%. Scorpio P-Series contributed 10% of revenue, expected to double by year-end, with X-Series ramping in 2026 and higher ASP potential.
Consumers are increasingly looking for something personal and authentic when shopping online. Shopify makes it possible.
ALAB's record Q3, soaring AI-driven sales and expanding partnerships highlight its strong growth momentum and profit scalability.
Nebius will supply dedicated GPU infrastructure to power Microsoft's AI services, marking Nebius's first long-term contract with a major cloud service provider. Astera Labs shares contributed positively during the quarter after the company reported better-than-expected fiscal second-quarter results. Q2 Holdings experienced a valuation reset amid mixed sell-side signals and elevated headline valuation metrics.
Astera Labs, Inc. ( ALAB ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Leslie Green Jitendra Mohan - Co-Founder, CEO & Executive Director Sanjay Gajendra - Co-Founder, President, COO & Director Michael Tate - Chief Financial Officer Conference Call Participants Harlan Sur - JPMorgan Chase & Co, Research Division Ross Seymore - Deutsche Bank AG, Research Division Blayne Curtis - Jefferies LLC, Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Quinn Bolton - Needham & Company, LLC, Research Division Sean O'Loughlin - TD Cowen, Research Division Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division Presentation Operator Good afternoon.
Astera Labs, Inc. (ALAB) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.23 per share a year ago.
Astera Labs (NASDAQ: ALAB) delivered a decisive earnings beat after market close on Tuesday, posting Q3 results that extended the company's streak of outperformance.
Here is how Astera Labs, Inc. (ALAB) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.
Here we take a sneak peek at five stocks, ALAB, ANET, MTCH, PCTY, and PINS, in the Zacks Internet Software sector, scheduled to report their earnings on Nov. 4.