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Sep 30
Astera Labs Inc Q3 2025 Earnings Report
Astera Labs posted record Q3 revenue and strong net income growth fueled by AI platform adoption.
Key Takeaways
Astera Labs delivered a strong Q3 2025, achieving record revenue of $230.6 million and solid profitability as demand surged across its AI-focused connectivity product lines.
Achieved record quarterly revenue of $230,600,000
Reported GAAP net income of $91,114,000 with diluted EPS of $0.50
Strong demand across signal conditioning, SCM, and switch fabric product lines
Announced acquisition of aiXscale Photonics to expand into photonic scale-up solutions
Astera Labs Inc
Astera Labs Inc
Forward Guidance
Astera Labs expects continued growth in Q4 FY25, driven by PCIe 6 momentum and expansion of its Ethernet SCM product line.
Positive Outlook
- Projected Q4 revenue between $245M and $253M
- Continued momentum in PCIe 6 deployments
- Robust growth expected from Taurus Ethernet SCMs
- Acquisition of aiXscale Photonics expected to enhance product portfolio
- Focus on rack-scale AI infrastructure aligns with market demand
Challenges Ahead
- High GAAP tax rate forecasted at 45%
- Rising operating expenses estimated between $129M–$134M
- Significant reliance on AI market conditions
- Integration risks associated with aiXscale Photonics acquisition
- Potential macroeconomic or geopolitical headwinds