ALAB Earnings Prediction
The chart below shows how ALAB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ALAB sees a -1.26% change in stock price 10 days leading up to the earnings, and a +0.30% change 10 days following the report. On the earnings day itself, the stock moves by -1.90%. This data can give you a slight idea of what to expect for the next quarter's release.
ALAB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
141.10M
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24.77%
Gross Margin
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Operating Margin
--
--
--
Net Margin
--
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EPS
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No Data Available
ALAB Earnings Analysis
Astera Labs Inc Corporation (ALAB.O) Earnings Conference Call
Positive
Record Quarterly Revenue Growth: Astera Labs achieved a record quarterly revenue of $141,100,000 in Q4 2024, representing a 25% increase from the previous quarter and a remarkable 179% increase year-over-year.
Sales Growth Surge: For the full year 2024, Astera Labs reported total sales of $396,000,000, marking a 242% year-over-year growth, driven primarily by the Ares and Torus product families.
Strong Non-GAAP Gross Margin: The company maintained a strong non-GAAP gross margin of 74.1% in Q4, demonstrating effective cost management despite a product mix shift towards hardware solutions.
Workforce Expansion Strategy: Astera Labs successfully increased its workforce by nearly 80% in 2024, reaching a total of 440 full-time employees, which supports its growth strategy and R&D capabilities.
Projected Q1 Revenue Growth: The company anticipates Q1 2025 revenues to rise to between $151,000,000 and $155,000,000, reflecting a projected growth of 7% to 10% from the prior quarter.
Negative
Gross Margin Decline: Non GAAP gross margins decreased to 74.1% in Q4, down from previous levels due to a product mix shift towards hardware-based solutions, indicating potential pressure on profitability.
Rising Operating Expenses: Non GAAP operating expenses rose to $56.2 million in Q4, up from $51.3 million in the previous quarter, reflecting increased spending on R&D and a recent acquisition, which could strain future profitability.
Operating Cash Flow Concerns: Cash flow from operating activities for Q4 was $39.7 million, suggesting potential liquidity concerns as operating expenses continue to rise.
Inventory Surge Analysis: Inventory levels surged nearly 80% sequentially in Q4, reaching an all-time high, which may indicate overproduction or reduced demand expectations going forward.
Q1 Fiscal 2025 Expense Guidance: Guidance for Q1 of fiscal 2025 indicates non GAAP operating expenses are expected to increase to approximately $66 million to $67 million, suggesting ongoing cost pressures despite revenue growth.
ALAB FAQs
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ALAB Earning Call Sentiment
Earnings call transcript: Astera Labs Q4 2024 sees strong growth but stock dips
ALAB.O
-3.06%Positive
Astera Labs reported strong financial performance with record revenue and significant year-over-year growth. Despite some competitive pressures and supply chain challenges, the company's optimistic guidance and product diversification, including the promising Scorpio product line, indicate future growth potential. While there are no share repurchase or dividend programs, the positive financial metrics and strategic partnerships suggest a positive stock price movement over the next two weeks.
