Eu
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- Astera Labs achieved Q4 2025 revenue of $270.6 million, a 17% increase from the previous quarter, and a 92% increase compared to Q4 2024.
- Full year 2025 revenue was $852.5 million, marking a rise of 115% compared to the prior year.
- Q4 non-GAAP gross margin was 75.7%, slightly down 70 basis points from the September quarter, driven by a higher mix of hardware sales.
- Q4 non-GAAP operating expens...
Financial Performance:
- Astera Labs achieved Q4 2025 revenue of $270.6 million, a 17% increase from the previous quarter, and a 92% increase compared to Q4 2024.
- Full year 2025 revenue was $852.5 million, marking a rise of 115% compared to the prior year.
- Q4 non-GAAP gross margin was 75.7%, slightly down 70 basis points from the September quarter, driven by a higher mix of hardware sales.
- Q4 non-GAAP operating expens...
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Eu
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- Q2 FY '26 record revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter.
- Non-GAAP gross margin of 6.4%, impacted by customer and product mix as well as higher freight, production, and expedite costs.
- Non-GAAP operating expenses were $241 million, up 6% YOY, with total non-GAAP operating expenses representing 1.9% of revenue.
Business Progress:
- DCBBS product line expan...
Financial Performance:
- Q2 FY '26 record revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter.
- Non-GAAP gross margin of 6.4%, impacted by customer and product mix as well as higher freight, production, and expedite costs.
- Non-GAAP operating expenses were $241 million, up 6% YOY, with total non-GAAP operating expenses representing 1.9% of revenue.
Business Progress:
- DCBBS product line expan...
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Eu
reacted to and commented on
Key Takeaways (AI-Generated)
Financial Performance:
- AMD reported Q4 2025 revenue of $10.3 billion, a 34% increase year-over-year, with net income up 42% to a record $2.5 billion.
- Gross margin for Q4 was 57%, benefiting from a release of inventory reserves, while adjusted gross margin was approximately 55%.
- For the full year 2025, revenue grew 34% to $34.6 billion, driven by strong performance in the Data Center and Client and Gaming segments.
Business ...
Financial Performance:
- AMD reported Q4 2025 revenue of $10.3 billion, a 34% increase year-over-year, with net income up 42% to a record $2.5 billion.
- Gross margin for Q4 was 57%, benefiting from a release of inventory reserves, while adjusted gross margin was approximately 55%.
- For the full year 2025, revenue grew 34% to $34.6 billion, driven by strong performance in the Data Center and Client and Gaming segments.
Business ...
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Eu
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Eu : What do you think?
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