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Sean O'Clegg

Senior Equity Research Analyst at TD Cowen Inc.

Sean O'Clegg is a Senior Equity Research Analyst at TD Cowen Inc., specializing in semiconductor and connectivity hardware vendors with coverage of companies such as Astera Labs. Renowned for delivering accurate and insightful earnings analyses, O'Clegg has participated in multiple industry earnings calls, including Astera Labs, where his research has guided investor sentiment and contributed to positive stock performance. He began his career in financial research and has built a reputable track record since joining TD Cowen, with prior experience now focused exclusively on high-growth technology firms. O'Clegg holds FINRA Series 7 and 63 securities licenses, solidifying his credentials as a recognized expert in equity research.

Sean O'Clegg's questions to Astera Labs (ALAB) leadership

Question · Q3 2025

Sean O'Clegg posed a technical question regarding the transition from PCIe to UALink native switches, asking about silicon complexity, firmware/SDK focus, and customer lift for the scale-up communication kernel.

Answer

Jitendra Mohan, CEO and Co-founder, explained that while a UALink switch will be a new chip, the Scorpio X design anticipated future generations, allowing heavy leverage of existing switching architecture and Cosmos software stack. He highlighted that both PCIe and UALink are memory semantic, load-store-based protocols, making the software lift for customers easier. Mr. Mohan noted UALink's advantages in faster data rates (200 Gb+), AI-specific optimization, low latency, and open standard status, with silicon development for 2026 deployment. Mike Tate, CFO, clarified that the 20% PCIe Gen 6 revenue contribution was inclusive of both Scorpio (all Gen 6) and Aries Gen 6 products.

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Question · Q3 2025

Sean O'Clegg sought clarification on the 20% PCIe Gen 6 revenue, asking if it was inclusive of both Scorpio P and Aries, or Aries-specific.

Answer

Mike Tate, CFO, clarified that the 20% PCIe Gen 6 revenue was inclusive of both Scorpio (which is all Gen 6 product) and Aries Gen 6 products.

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