Astera Labs anticipates Q2 FY 2025 revenue of $172.46 million and non-GAAP EPS of $0.32, indicating strong performance backed by AI-driven interconnect products. The company had previously exceeded expectations in Q1, and investors are keenly interested in the potential for continued outperformance driven by customer ramp timings and inventory management strategies. Key areas of focus include AI-interconnect module design wins, channel inventory dynamics, and gross-margin performance, with expectations of around 60% year-over-year growth based on prior figures.
Astera Labs forecasts Q2 FY 2025 revenue of $172.46 million, with a non-GAAP EPS of $0.32, supported by strong traction in AI-driven interconnect products.
Management has noted a significant ramp in AI-optimized interconnect modules, indicating increased design wins and potential volume increases for Q2 performance.
Investors will closely monitor channel inventory dynamics to assess if the impacts of previous inventory builds are subsiding, alongside gross-margin leverage results.
A potential revenue growth of ~60% year-over-year is anticipated, building on a strong prior fiscal year, making forward guidance a crucial focus for investors.
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