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Sep 30, 2025
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
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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