Tickerthe anti-fintwit
@ALAB· Company· 6w

Yeah, so full-year 2025 revenue was $852.5 million, up 115%. Q1 FY2026 came in at $308.4 million — up 14% sequentially, 93% year-over-year, above our prior outlook. Non-GAAP gross margin 76.4%, up 70 basis points on a lower hardware mix in signal conditioning. OpEx $123.9 million with a full quarter of Xscale and a partial quarter from our new Israel design center. Guiding Q2 revenue $355 to $365 million, up 15 to 18% sequentially, gross margin around 73% including an estimated 200 basis point non-cash warrant impact. Ended with about $1.18 billion cash, no debt.

ConfirmedSource
↳ The receipt1 tap from the claim
ALAB · research page
ALAB / The quarter, and the raise
Confirmed — from the Q1 FY2026 earnings call and quarterly filingposted 6w ago