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Astera Labs
Astera Labs (ALAB) investor relations material
Astera Labs Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Q4 2025 revenue reached $270.6M, up 17% sequentially and 92% year-over-year; full-year 2025 revenue was $852.5M, up 115% from 2024.
Growth was broad-based across signal conditioning, smart cable modules, and switch fabric portfolios, with new design wins and customer diversification.
Strong AI and cloud infrastructure demand, with major hyperscalers like Google and AWS guiding nearly $400B in CapEx for 2026.
Announced a significant expansion in global engineering with a new design center in Israel to accelerate AI fabric and inference technology development.
CFO transition: Mike Tate to strategic advisor, Desmond Lynch appointed as new CFO effective March 2nd.
Financial highlights
Q4 non-GAAP gross margin was 75.7%, down 70 bps sequentially due to higher hardware sales mix.
Q4 non-GAAP operating expenses were $96M, up $16M from Q3, driven by R&D expansion and the X-Scale acquisition.
Q4 non-GAAP operating margin was 40.2%; Q4 GAAP operating margin was 24.7%.
Q4 non-GAAP diluted EPS was $0.58; cash flow from operations was $95.3M; cash and equivalents ended at $1.19B.
FY25 non-GAAP operating income: $334.4M; non-GAAP net income: $331.0M; non-GAAP EPS: $1.84.
Outlook and guidance
Q1 2026 revenue expected between $286M–$297M, up 6–10% sequentially.
Q1 non-GAAP gross margin expected at ~74% due to increased hardware mix.
Q1 non-GAAP operating expenses projected at $112M–$118M, reflecting investments in R&D and the Israel Design Center.
Q1 non-GAAP diluted EPS expected at $0.53–$0.54.
Q1 GAAP EPS expected at $0.36–$0.38.
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UALink vs NVLink Fusion revenue mix outlook?
OpEx increase: time to revenue for new investments?
Amazon warrant: gross margin impact and linearity?
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Next Astera Labs earnings date
Q1 20265 May, 2026
Astera Labs
Next Astera Labs earnings date
Q1 20265 May, 2026
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Frequently asked questions
Astera Labs Inc. specializes in the design, manufacture, and sale of semiconductor-based connectivity solutions, particularly tailored for cloud and AI infrastructure. Its offerings encompass a comprehensive Intelligent Connectivity Platform, which includes a variety of data, network, and memory connectivity products built on a software-defined architecture. This platform facilitates the deployment and operation of high-performance cloud and AI infrastructures. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
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