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SEC filingSEC filing
ALAB 10-Q filed 2026-05-06 | Key takeaways
ALAB filed its 10-Q; the most relevant disclosure change is added Business combinations: On February 9, 2026, the Company acquired certain assets of a privately held company that develops data center acceleration solutions. Total purchase consideration was $74.0 million, consisting of $65.0 million cash, $5.0 million holdback, and $4.0 million sha. Customer concentration: Customer A represented 29% of revenue; Customer B represented 21% of revenue.
ALAB beat prior Q1 2026 Non-GAAP diluted EPS guidance by +$0.07. Revenue of $308.4 million surpassed the guided range of $286-$297 million by $11.9M at midpoint, growing 93% year-over-year and 14% sequentially to a record. The company guided Q2 2026 revenue to $355-$365 million with non-GAAP diluted EPS of $0.68-$0.70.
ALAB filed its 10-K; the most relevant disclosure change is expanded Customer concentration: One end customer represented more than 70% of revenue in 2025; the top three end customers represented approximately 86% of revenue. Customer concentration: Customer A represented over 70% of revenue; Customer B represented 20% of revenue.
ALAB Q4 FY2025 Revenue $270.6 million, Beat Guidance by +$21.6M
ALAB beat prior Q4 FY2025 Revenue guidance by +$21.6M. Full-year 2025 revenue of $852.5 million grew 115% year-over-year. The company guided Q1 2026 revenue to $286-297 million, GAAP EPS of $0.36-$0.38, and non-GAAP EPS of $0.53-$0.54.
Astera Labs CFO Transition: Michael Tate Retiring, Desmond Lynch Appointed Successor Effective March 2026
Astera Labs, Inc. announced that Chief Financial Officer Michael Tate will retire effective March 2, 2026, transitioning to a Strategic Advisor role to the CEO through September 1, 2026 under a Transition Services Agreement. The company appointed Desmond Lynch, age 46, as his successor, also effective March 2, 2026, with an annual base salary of $500,000 and a performance bonus target of 95% of base salary.
Astera Labs appoints Germaine Cota as Chief Accounting Officer
Astera Labs, Inc. announced the appointment of Germaine Cota, age 45, as Chief Accounting Officer and Vice President of Finance, effective January 20, 2026. Cota will serve as the company's principal accounting officer for SEC filings. Her compensation includes a $375,000 annual base salary, a 50% performance bonus target, a $130,000 hiring bonus, a $3.5 million Long-Term RSU Award, and a $500,000 Supplemental RSU Award. This is a leadership change announcement and does not contain financial results or guidance.
ALAB filed its 10-Q; the most relevant disclosure change is expanded Revenue concentration by geography: Singapore revenue increased to $95.6M in Q3 2025 from $12.0M in Q3 2024 (698% increase); China increased to $77.4M from $16.5M (369% increase); Taiwan decreased to $37.7M from $76.9M (51% decrease). Customer concentration: Customer A represented 27% of revenue; Customer B represented 23% of revenue.
ALAB beat prior Q3 FY2025 GAAP diluted EPS guidance by +$0.27. Revenue of $230.6 million grew 104% year-over-year and 20% sequentially, driven by new AI platform ramps across signal conditioning, smart cable module, and switch fabric portfolios. The company also announced a definitive agreement to acquire aiXscale Photonics GmbH to develop photonic scale-up solutions for AI infrastructure.
ALAB filed its 10-Q; the most relevant disclosure change is added Singapore revenue: Singapore contributed $66.4 million in Q2 2025 revenue and $97.9 million in H1 2025 revenue, compared to zero in both prior year periods. Customer concentration: Customer A represented 24% of revenue; Customer B represented 27% of revenue.
ALAB Q2 FY2025 Revenue $191.9 million, Beat Guidance by +$19.4M
ALAB beat prior Q2 FY2025 Revenue guidance by +$19.4M. Non-GAAP diluted EPS of $0.44 beat the prior guidance high end of $0.33 by $0.11 per share. The company also issued Q3 FY2025 guidance projecting revenue of $203 million to $210 million and non-GAAP diluted EPS of $0.38 to $0.39.
ALAB filed its 10-Q; the most relevant disclosure change is expanded Customer concentration: Four customers each represented >10% of revenue: Customer A 19%, Customer B 26%, Customer C 23%, Customer D 12%. Prior year Q1 2024 had only two customers >10%: Customer A 47%, Customer B 36%. Customer concentration: Customer A represented 19% of revenue; Customer B represented 26% of revenue.
Astera Labs reported Q1 2025 revenue of $159.4 million, up 13% sequentially and 144% year-over-year, with non-GAAP diluted EPS of $0.33 versus $0.10 in the year-ago quarter. The company guided Q2 2025 revenue of $170 million to $175 million with non-GAAP diluted EPS of $0.32 to $0.33. GAAP net income was $31.8 million with GAAP diluted EPS of $0.18, and the company noted it exceeded its first quarter guidance for gross margin and earnings per share.
ALAB filed its 10-K; the most relevant disclosure change is added Initial Public Offering: Completed IPO on March 22, 2024, raising $672.2 million in net proceeds from the sale of 19.8 million shares at $36.00 per share. All outstanding preferred stock converted to common stock upon IPO. Customer concentration: Customer A represented 36% of revenue; Customer B represented 24% of revenue.
Astera Labs Reports Q4 and Full Year 2024 Results; Q4 Revenue $141.1M, Full Year Revenue $396.3M
Astera Labs reported Q4 FY2024 revenue of $141.1 million, up 25% sequentially and up 179% year-over-year, with non-GAAP diluted EPS of $0.37. The company reported full fiscal year 2024 revenue of $396.3 million, up 242% versus the prior year, with non-GAAP diluted EPS of $0.84. For Q1 FY2025, the company expects revenue of $151 million to $155 million and non-GAAP diluted EPS of $0.28 to $0.29.