### @ALAB — Confirmed — from the Q1 FY2026 earnings call and quarterly filing
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.
- tier: Confirmed (✓)
- source: ALAB / The quarter, and the raise
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-alab-src-alab-q1-fy2026-quarter-rotation
- posted: 2026-07-31T00:17:34.119Z