Earnings summaries and quarterly performance for Astera Labs.
Executive leadership at Astera Labs.
Board of directors at Astera Labs.
Research analysts who have asked questions during Astera Labs earnings calls.
BC
Blayne Curtis
Jefferies Financial Group
8 questions for ALAB
Also covers: ADI, AIP, ALGM +20 more
Ross Seymore
Deutsche Bank
8 questions for ALAB
Also covers: ADI, AMBA, AMD +15 more
Tore Svanberg
Stifel Financial Corp.
7 questions for ALAB
Also covers: ADI, AMBA, AMBQ +15 more
HS
Harlan Sur
JPMorgan Chase & Co.
6 questions for ALAB
Also covers: ADI, AMAT, AMD +16 more
QB
Quinn Bolton
Needham & Company, LLC
6 questions for ALAB
Also covers: ALGM, AMBA, AMBQ +22 more
JM
Joseph Moore
Morgan Stanley
4 questions for ALAB
Also covers: ADI, AEVA, ALGM +22 more
SN
Sebastien Naji
William Blair
4 questions for ALAB
Also covers: ANET, ARM, CSCO +3 more
TO
Thomas O’Malley
Barclays Capital
4 questions for ALAB
Also covers: ALGM, AMD, AVGO +21 more
SD
Sujeeva De Silva
Roth MKM
3 questions for ALAB
Also covers: ACMR, AEVA, AMBA +16 more
SD
Suji Desilva
ROTH MKM
3 questions for ALAB
Also covers: ACMR, AEVA, AKTS +18 more
AM
Atif Malik
Citigroup Inc.
2 questions for ALAB
Also covers: AAPL, AMAT, ANET +12 more
JM
Joe Moore
Morgan Stanley
2 questions for ALAB
Also covers: ADI, AEVA, ALGM +13 more
Karl Ackerman
BNP Paribas
2 questions for ALAB
Also covers: ANET, AVGO, CIEN +16 more
MH
Mehdi Hosseini
Susquehanna Financial Group
2 questions for ALAB
Also covers: AEIS, AMAT, ARM +21 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
2 questions for ALAB
Also covers: AEVA, AMBA, ATOM +21 more
SO
Sean O'Clegg
TD Cowen Inc.
2 questions for ALAB
SO
Sean O'Loughlin
TD Cowen
2 questions for ALAB
Also covers: AMBA, CRDO, MTSI +1 more
SP
Srinivas Pajjuri
Raymond James & Associates, Inc.
2 questions for ALAB
Also covers: AMAT, ARM, INTC +10 more
Tom O'Malley
Barclays
2 questions for ALAB
Also covers: ALGM, AMD, KLAC +5 more
VA
Vivek Arya
Bank of America Corporation
2 questions for ALAB
Also covers: ADI, ALGM, AMAT +25 more
Mark Lipacis
Evercore ISI
1 question for ALAB
Also covers: ALGM, AMAT, ARM +6 more
Papa Talla Sylla
Citigroup
1 question for ALAB
Also covers: COHR
R
Robert
Wells Fargo
1 question for ALAB
Also covers: SIG
RM
Robert Mertens
TD Cowen
1 question for ALAB
Also covers: AEIS, COHU, FORM +5 more
SN
Sebastian Nagy
William Blair
1 question for ALAB
Also covers: CRDO
SP
Srini Pajjuri
Raymond James Financial
1 question for ALAB
Also covers: ARM, AVGO, MRVL
TS
Tori Swanberg
Stifel
1 question for ALAB
Recent press releases and 8-K filings for ALAB.
Astera Labs Reports Strong Q4 2025 Results, Announces Amazon Warrant Agreement, and CFO Transition
ALAB
Earnings
CFO Change
Revenue Acceleration/Inflection
- Astera Labs (ALAB) reported Q4 2025 revenue of $270.6 million, an increase of 17% from the prior quarter and 92% year-over-year, contributing to full-year 2025 revenue of $852.5 million, up 115% versus the prior year. The company forecasts Q1 2026 revenue to be between $286 million and $297 million.
- The company entered into a warrant agreement with Amazon, involving 3.3 million warrant shares based on performance conditions, for the purchase of up to $6.5 billion of smart fabric switches, signal conditioning products, and optical engine solutions.
- Astera Labs anticipates its self-addressable market opportunity to expand by more than 10x over the next five years, reaching $25 billion, driven by its Aries, Taurus, Scorpio, and Leo product lines, and future optical solutions.
- Mike Tate will transition from his CFO role to a strategic advisor, and Desmond Lynch will join Astera Labs as the new CFO effective March 2nd.
Feb 10, 2026, 9:30 PM
Astera Labs Reports Strong Q4 and Full-Year 2025 Results, Guides for Q1 2026, and Details Market Expansion
ALAB
Earnings
Guidance Update
New Projects/Investments
- Astera Labs reported strong financial results for Q4 2025 with revenue of $270.6 million, a 92% increase year-over-year, and full-year 2025 revenue of $852.5 million, up 115% from the prior year. The company also provided Q1 2026 revenue guidance of $286 million to $297 million.
- The company projects a significant expansion of its market opportunity, with the served addressable market estimated to grow by more than 10x over the next five years to $25 billion, and the merchant scale-up switching market expected to reach $20 billion annually by 2030.
- Astera Labs plans substantial strategic investments, with Q1 2026 non-GAAP operating expenses guided to $112 million-$118 million, an increase from $96 million in Q4 2025, to pursue new revenue opportunities and expand R&D, including the establishment of an advanced design center in Israel.
- Key product lines like Scorpio P-Series (exceeded 10% of FY25 revenue and expanding to new hyperscalers), Aries (nearly 70% growth in 2025), and Taurus (over 4x growth in 2025) are contributing to growth, with Scorpio X-Series anticipating high-volume production in the second half of 2026.
- The company announced a partnership with Microsoft, Intel, and SAP for Leo CXL memory expansion, with initial production volumes expected in H2 2026, and is actively pursuing opportunities in NVLink Fusion.
Feb 10, 2026, 9:30 PM
Astera Labs Reports Strong Q4 and Full Year 2025 Results, Issues Q1 2026 Guidance, and Announces Amazon Warrant Agreement
ALAB
Earnings
Guidance Update
New Projects/Investments
- Astera Labs reported Q4 2025 revenue of $270.6 million, marking a 92% increase year-over-year, and full year 2025 revenue of $852.5 million, up 115% from the prior year. Non-GAAP diluted earnings per share for Q4 2025 was $0.58.
- The company provided Q1 2026 revenue guidance in the range of $286 million-$297 million, an anticipated 6%-10% increase from Q4 levels, with non-GAAP gross margins expected to be approximately 74%.
- Astera Labs announced a warrant agreement with Amazon involving the issuance of 3.3 million warrant shares tied to performance conditions, for the purchase of up to $6.5 billion of its smart fabric switches, signal conditioning products, and optical engine solutions.
- Key product lines demonstrated significant growth in 2025, with the Aries portfolio growing nearly 70% and Taurus revenue increasing more than 4x year-over-year. The Scorpio P-Series exceeded 10% of revenue for FY 2025 and is expanding to new hyperscalers, while Scorpio X-Series is slated for high-volume production in H2 2026.
- The company estimates its self-addressable market opportunity will expand by more than 10x over the next five years to reach $25 billion, driven by AI infrastructure deployments. Strategic investments include expanding R&D and establishing an advanced design center in Israel.
Feb 10, 2026, 9:30 PM
Astera Labs Reports Record Q4 and Full Year 2025 Financial Results
ALAB
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Astera Labs reported record quarterly revenue of $270.6 million for Q4 2025, marking a 17% sequential increase, and record full-year revenue of $852.5 million for 2025, representing a 115% year-over-year growth.
- For the fourth quarter of fiscal 2025, the company achieved GAAP diluted net earnings per share of $0.25 and non-GAAP pro forma diluted earnings per share of $0.58.
- The company provided a financial outlook for Q1 2026, estimating revenue to be between $286 million and $297 million, with non-GAAP diluted earnings per share projected between $0.53 and $0.54.
- Astera Labs is broadening its Scorpio X-Series smart fabric roadmap, commencing production ramp for its lead platform, and has expanded its global presence with a new design center in Israel.
Feb 10, 2026, 9:09 PM
Astera Labs Announces Q4 and Full Year 2025 Financial Results
ALAB
Earnings
CFO Change
Guidance Update
- Astera Labs reported record quarterly revenue of $270.6 million for Q4 2025, an increase of 17% sequentially, and record full-year revenue of $852.5 million for 2025, up 115% year-over-year.
- For Q4 2025, the company achieved a GAAP diluted net earnings per share of $0.25 and a non-GAAP pro forma diluted earnings per share of $0.58.
- The company provided a Q1 2026 financial outlook, estimating revenue between $286 million and $297 million and non-GAAP diluted earnings per share between $0.53 and $0.54.
- Key business highlights include the production ramp of Scorpio X-Series solutions, the expansion of the product portfolio with custom solutions and Leo CXL Smart Memory Controllers, and the opening of a new Israel Design Center.
- Desmond Lynch was appointed Chief Financial Officer, with Mike Tate transitioning to the role of Strategic Advisor to the CEO.
Feb 10, 2026, 9:05 PM
Astera Labs issues warrants to Amazon subsidiary
ALAB
New Projects/Investments
- Astera Labs, Inc. entered into a Transaction Agreement with Amazon.com, Inc. on February 5, 2026.
- Under this agreement, Astera Labs will issue a warrant to Amazon.com NV Investment Holdings LLC, a wholly owned subsidiary of Amazon, to purchase up to an aggregate of 3,262,299 shares of common stock.
- The exercise price per share is $142.82.
- This warrant issuance is connected to existing and potential future commercial arrangements between Astera Labs and Amazon, including a Global Purchase Agreement dated October 6, 2022.
Feb 10, 2026, 9:03 PM
Astera Labs Broadens Scorpio X-Series Smart Fabric Switch Roadmap
ALAB
Product Launch
New Projects/Investments
- Astera Labs has announced an expanded portfolio roadmap for its Scorpio X-Series products, which are now shipping in initial production volumes.
- The expanded features will include support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity.
- This expansion addresses the merchant scale-up switching market, estimated to reach $20 billion by 2030, driven by the shift towards next-generation AI workloads and diverse hyperscaler requirements.
- Astera Labs is accelerating investment in the Scorpio X-Series roadmap to capitalize on this high-growth market opportunity.
Jan 22, 2026, 11:13 PM
Astera Labs expands Scorpio X-Series roadmap
ALAB
Product Launch
New Projects/Investments
- Astera Labs announced an expanded portfolio roadmap for its Scorpio X-Series products, which are now shipping in initial production volumes.
- The expansion includes new capabilities such as increased radix support, hyperscaler platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity.
- These products are purpose-built to support scale-up networking and were developed in collaboration with hyperscalers.
- The merchant scale-up switching market is projected to reach $20 billion by 2030, and Astera Labs is accelerating investment in the Scorpio X-Series roadmap to capitalize on this opportunity.
Jan 22, 2026, 9:10 PM
Astera Labs Discusses Strong Growth Outlook and Product Strategy at Needham Conference
ALAB
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- Astera Labs, founded in 2017, provides rack-scale AI infrastructure solutions, including Scorpio P and X fabric switches, Aries retimers, Taurus Ethernet products, and Leo CXL products, all of which are currently in production and contributing meaningfully to revenue. The company holds a leadership position in PCIe retimers and is rapidly establishing leadership in PCIe switches.
- The company sees no evidence of a slowdown in 2026 or 2027, with strong end-customer demand for AI driving growth. The Scorpio X switch family is on track to become Astera's largest product line, and the Taurus AEC product line was the fastest-growing in Q4 2025.
- Astera anticipates a new layer of growth in 2026 from 800-gig AECs, with volume ramps expected in the second half of the year. The CXL product line is also expected to see meaningful revenue contributions in the back half of 2026, with initial deployments in general-purpose compute and explorations for AI applications.
- The company is strategically focused on emerging technologies like UA-Link and NVLink Fusion, which present new market opportunities. Astera also plans to play a role in Co-Packaged Optics (CPO) solutions, having acquired Xscale for packaging, and expects CPO adoption to begin in scale-out networks between 2027 and 2029.
- Astera Labs plans to pursue an aggressive strategy of organic investment and selective bolt-on M&A to expand its team and capture market opportunities.
Jan 14, 2026, 3:15 PM
Astera Labs Discusses AI Infrastructure, Product Growth, and Future Outlook at Needham Conference
ALAB
Product Launch
New Projects/Investments
M&A
- Astera Labs provides rack-scale AI infrastructure through connectivity solutions, with all product lines, including Scorpio P and X fabric switches, Aries retimers, Taurus signal conditioning, and Leo CXL products, in production and contributing meaningfully to revenue.
- The company holds a leadership position in PCIe retimers and is establishing leadership in PCIe 6 switching, with its Scorpio X fabric switches projected to become the largest product line over time.
- Astera Labs anticipates continued strong growth in 2026 and 2027 due to robust end-customer demand for AI systems, with no evidence of a slowdown.
- The CXL market is expected to deploy in 2026, contributing meaningfully to revenues in the second half of the year, primarily for general-purpose compute applications.
- Astera Labs views Co-Packaged Optics (CPO) as a net increase in Total Addressable Market (TAM) and plans to offer its own CPO solutions, with initial scale-out deployments anticipated between 2027 and 2029, and scale-up deployments in 2028-2029. The company also plans aggressive organic investment and bolt-on M&A to capitalize on market opportunities.
Jan 14, 2026, 3:15 PM
Quarterly earnings call transcripts for Astera Labs.
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