Astera Labs (NasdaqGS:ALAB) Q3 2025 Earnings Call November 04, 2025 04:30 PM ET Speaker6Thank you. I'll now turn the call over to Leslie Green, Investor Relations for Astera Labs. Leslie, you may begin.Speaker4Good afternoon, everyone, and thank you, Eric. Welcome to Astera Labs' third quarter 2025 earnings conference call. Joining us on the call today are Jitendra Mohan, Chief Executive Officer and Co-founder; Sanjay Gajendra, President and Chief Operating Officer and Co-founder; and Mike Tate, Chief Finan ...

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Key Points AMD stock soared 58% in October 2025 on the back of major developments -- chiefly a large OpenAI deal. OpenAI is already using AMD’s Instinct AI chips in its data centers. The artificial intelligence (AI) hardware race is heating up with several tech giants in play. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD) rose 58.3% in October 2025, according to data from S&P Global Market Intelligence. The semiconductor designer had a lot g ...

Key Takeaways AMD is trading at 10 times forward sales as investors recognize the growth pathGPU bear HSBC grabbed the high Street targets for both NVDA and AMD last monthEarnings today will provide either confirmation of the growth or a great buying oppAdvanced Micro Devices ((AMD) is positioned as a premier growth story in the global semiconductor and AI acceleration industries. AMD’s 2025 surge -- over 100% stock appreciation YTD -- reflects its expanding dominance in high-value markets, propelled by rob ...

Core Insights - Lattice Semiconductor Corporation specializes in low-power, field-programmable gate arrays (FPGAs) and competes with major players like Xilinx and Altera [1] Financial Performance - In Q3, Lattice reported earnings of 28 cents per share, meeting analyst expectations, with quarterly sales of $133.349 million, slightly above the anticipated $133.028 million [2][6] - The company forecasts Q4 adjusted EPS between 30 cents and 34 cents, compared to market estimates of 32 cents, with sales projections ranging from $138 million to $148 million, exceeding the expected $141.918 million [3][6] Market Outlook - Robert W. Baird set a price target of $75 for LSCC, indicating a potential upside of 12.26% from its trading price of $66.81 [2] - CEO Ford Tamer emphasized broad-based growth across various markets and expressed optimism for continued growth into Q4 and beyond, highlighting a 13% growth in revenue and non-GAAP EPS [4] Stock Performance - LSCC's current stock price is $66.84, reflecting a decrease of 8.21% or $5.98, with a market capitalization of approximately $9.15 billion [5]

BREAKING: Stocks Rise Off Key Levels, But Fade Into Close Advanced Micro Devices (AMD) late Tuesday beat Wall Street's targets for the third quarter and guided higher than estimates for the current quarter. However, AMD stock fell in extended trading. The Santa Clara, Calif.-based chipmaker earned an adjusted $1.20 a share on sales of $9.25 billion in the September quarter. Analysts polled by FactSet had expected AMD to earn $1.17 a share on sales of $8.76 billion. On a year-over-year basis, AMD earnings ro ...

New York City chooses its next mayor, most likely Zohran Mamdani, a 34-year-old Muslim democratic socialist who has pledged to hike taxes on people making over $1 million a year and raise corporation tax. According to the Empire Center think tank, Mamdani's income tax hike will affect about 1% of filers, and the corporate tax hike would affect about 1,000 of the city's 250,000 businesses.At the macro level, the CBO estimates an eight-week shutdown will reduce Q4 annualized real GDP growth by 2 percentage po ...

Market Overview - Goldman Sachs and Morgan Stanley warn of a potential 10 to 20% market correction over the next year or two, indicating that a pullback of 10 to 15% is a healthy pause rather than a crash [2] - Concerns arise regarding Bitcoin, which has fallen over 6% in one day and more than 9% over two days, with its price trending downward amid fears that the AI trade may be losing momentum [3] Cryptocurrency Insights - Bitcoin's price has recently dipped below $100,000, marking a significant sell-off, with historical comparisons to its performance in 2018 when it plunged 37% in November [3] Technology Sector - The technology and semiconductor sectors are under pressure, influenced by Wall Street CEOs' warnings about market corrections [4][5] - SK Hynix, a supplier of HBM products to Nvidia, has seen its shares rally over 200% this year but faced a decline after the Korean exchange issued an investment caution [6] Earnings Reports - Nova Nordisk is set to report earnings with expectations of EPS at 66 cents on revenue of $11.84 billion, amid a lawsuit from Pfizer regarding a $6.5 billion unsolicited bid [8][9] - McDonald's is also reporting earnings, with expectations of EPS at $3.33 on revenue of $7.09 billion, reflecting a 3% increase in both metrics [10] Market Sentiment and Economic Indicators - The Supreme Court will hear arguments regarding President Trump's tariffs, which could have significant implications for trade policies [12] - The upcoming ADP report is anticipated to provide insights into labor market risks, which are crucial for Federal Reserve considerations [14]

Financial Performance - AMD reported record Q3 2025 revenue of $9.2 billion, a 36% year-over-year increase[17] - The GAAP gross margin was 52%, up 2 percentage points year-over-year[21,29] - Non-GAAP gross margin was 54%, flat year-over-year[21,30] - GAAP diluted earnings per share (EPS) increased 60% year-over-year to $0.75[27,29] - Non-GAAP diluted EPS increased 30% year-over-year to $1.20[27,30] Segment Results - Data Center revenue reached $4.3 billion, a 22% year-over-year increase[31,34] - Client & Gaming segment revenue was $4.0 billion, up 73% year-over-year[31,36] - Embedded segment revenue was $857 million, down 8% year-over-year[31,37] Q4 2025 Outlook (Non-GAAP) - Revenue is expected to be approximately $9.6 billion, plus or minus $300 million[38] - Gross margin is projected to be around 54.5%[38]

Investor Relations Update As of November 4, 2025 Safe Harbor Statement Except for historical information contained herein, the matters set forth in this presentation contain forward-looking statements, including industry market projections; our revenue growth opportunities; our ability to fuel product and application diversification; our ability to maintain our leadership position in smartphone audio; our ability to increase HPMS content in smartphones; our ability to leverage our strength in audio and HPMS ...