Postos
4Intel
$INTC (+0,08%) recently updated its equity portfolio held at the end of the 3rd quarter.
In the 3rd quarter there were some changes in the portfolio of Intel:
-sale of 3.3 million shares in Astera Labs
$ALAB
-Sale of of 5.1 million shares in Joby Aviation $JOBY
-Sale of of 547,600 shares in Senti Biosciences $SNTI
$ALAB Astera Labs reported earnings
Q3 2024 results ended September 30, 2024
- Revenue: $113.1M, +206% YoY, +47% QoQ
- GAAP Net Loss: $7.6M
- GAAP EPS: -$0.05
- Non-GAAP Net Income: $40.3M
- Non-GAAP EPS: $0.23
CEO Jitendra Mohan: "Astera Labs delivered strong Q3 results, setting our fifth consecutive quarterly revenue record and grew 47% versus the previous quarter. Our business has now entered a new growth phase with multiple product families ramping across AI platforms based upon both third-party GPUs and internally developed AI accelerators."
Financial Metrics:
- GAAP Gross Margin: 77.7%
- Non-GAAP Gross Margin: 77.8%
- GAAP Operating Loss: $8.9M
- Non-GAAP Operating Income: $36.6M
- Non-GAAP Operating Margin: 32.4%
Business highlights:
- Introduced new Scorpio Smart Fabric Switches for AI infrastructure
- Joined Ultra Accelerator Link (UALink) Consortium as promoting member
- Demonstrated first live end-to-end PCIe Gen 6 system
- Won FMS 2024 Most Innovative Technology Award
- Shipping Scorpio in pre-production quantities
Q4 2024 Outlook:
- Revenue: $126M-$130M
- GAAP Gross Margin: ~75%
- Non-GAAP Gross Margin: ~75%
- GAAP EPS: $0.04-$0.06
- Non-GAAP EPS: $0.25-$0.26
Earnings next week
$$BRK.A (-0,3%) (Saturday)
Finally after 5 months (only) we are no longer making a loss with $ALAB 😅
Still waiting for the other chip stocks in the portfolio that have yet to provide satisfaction
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