1. Astera Labs held its Q4 2024 earnings call on February 10, 2025; 2. The call featured discussions on financial results, strategies, and future operations; 3. Management provided insights into the company's performance and market position.
Recent #Financial Results news in the semiconductor industry
1. Tower Semiconductor reported $387 million in revenue for the fourth quarter of 2024, a 5% QoQ and 10% YoY growth; 2. Gross profit was $87 million, and net profit was $55 million; 3. The company achieved an 18% growth in revenue from the first quarter to the fourth quarter of 2024.
➀ Net sales for the fourth quarter of 2024 were $850 million, a 5% increase from the previous year.
➁ Adjusted net sales, excluding the impact of divestitures, increased by 11% from the previous year.
➂ GAAP diluted EPS was $0.67, while non-GAAP diluted EPS was $0.84.
1. Coinbase is expected to exceed Wall Street revenue estimates by 26% and EPS estimates by 407% for Q4 2024. 2. Consumer volumes surged in Q4 2024, supported by institutional adoption and diversified revenue streams. 3. FASB accounting changes are expected to boost profits by an additional ~$600M. 4. Coinbase's anticipated inclusion in the S&P 500 in March will trigger significant buying from ETFs and mutual funds, driving at least $2.5 billion in demand.
1. RTX reported strong Q4 results with double-digit sales growth across all channels; 2. The company achieved 11% organic sales growth for the year with significant profit increases; 3. RTX's 2025 guidance includes 4-5% organic sales growth and strong free cash flow.
➀ ST forecasted a 28% year-on-year decrease in Q1 revenues, with expectations of pausing production at some fabs and assembly plants.
➁ The CEO, Jean-Marc Chery, referred to Q1 as the low point of 2025, with no full-year forecast provided.
➂ The company cited weak automotive and industrial demand as reasons for the downturn.
➀ Entegris, Inc. plans to release its financial results for the fourth quarter of 2024 on February 6, 2025, before the market opens.
➁ A teleconference with management is scheduled for the same day at 9:00 AM ET.
➂ The company's financial performance for Q4 2024 will be disclosed.
1. Applied Materials, Inc. announced its fiscal first quarter 2025 earnings conference call will be held on February 13, 2025; 2. The call will be webcast live and a replay will be available; 3. The company is a leader in materials engineering solutions for semiconductor production.
1. ASM International will report its fourth quarter 2024 financial results on February 25, 2025; 2. The quarterly earnings conference call and webcast will be held on February 26, 2025; 3. Participants should pre-register for the conference call using the provided link.
1. Tower Semiconductor will release its fourth quarter and fiscal year 2024 earnings report on February 10, 2025; 2. A conference call will be held on the same day to discuss the financial results and first quarter 2025 guidance; 3. The call will be webcast and available for replay for 90 days.
1. The article discusses the earnings call presentation of Taiwan Semiconductor Manufacturing Company Limited (TSM) for the fourth quarter of 2024. 2. It highlights the key financial results and insights shared during the call. 3. The article also mentions the transcript team of Seeking Alpha and their role in providing detailed earnings call transcripts.
1. Allegro MicroSystems plans to release its third quarter fiscal 2025 financial results before the market opens on January 30, 2025; 2. A conference call will be held at 8:30 a.m. EST on the same day to discuss the results and business outlook; 3. Registration is required for the conference call and a live webcast will be available.
1. Adobe reported EPS of $4.81, beating expectations by $0.14; 2. Revenue reached $5.61B, up 11.05% Y/Y; 3. The call featured discussions on financial results, product plans, and forward-looking statements.
1. HP Inc. reported EPS of $0.93, missing the expected EPS by $0.00; 2. Revenue was $14.06B, up 1.72% Y/Y, beating the expected revenue by $52.01M; 3. The article discusses the slide deck published by HP Inc. in conjunction with their 2024 Q4 earnings call.
1. NIO reported better-than-expected Q3 earnings with record deliveries and improved vehicle margins; 2. The EV maker is experiencing strong momentum for its ONVO-branded EVs and expects significant delivery growth until March 2025; 3. NIO aims for break-even by FY 2026, with shares currently undervalued.
Tower Semiconductor Reports Strong Third Quarter Results and Announces Major Capacity Expansion Plan
➀ Tower Semiconductor reported strong financial results for the third quarter of 2024, with revenue reaching $371 million, a 6% increase quarter-over-quarter; ➁ The company announced a significant investment in future capacity; ➂ The expansion plan is a strategic move to meet growing demand for semiconductor solutions.
1. Applied Materials reported record revenue of $7.05 billion for the fourth quarter and $27.18 billion for the full year, with revenue up 5% and 2% year over year, respectively. 2. GAAP EPS was $2.09 and non-GAAP EPS was $2.32 for the fourth quarter, down 12% and up 9% year over year, respectively. 3. Annual GAAP EPS was $8.61 and non-GAAP EPS was $8.65, up 6% and 7% year over year, respectively.
1. Tower Semiconductor reported a 6% QoQ revenue growth in Q3 2024, reaching $371 million. 2. The company announced a $350 million investment plan to expand SiPho and SiGe capacity. 3. Tower Semiconductor expects Q4 2024 revenue to be $387 million with a 5% growth range.
1. Coty's Q1 2025 results showed revenue in line with expectations but missed earnings per share estimates; 2. Despite past volatility and a 13.2% share price drop since 2021, Coty has shown revenue growth and improved cash flow metrics; 3. Management's restructuring efforts have significantly reduced leverage and are expected to yield $120 million in annualized savings.
1. Net sales decreased 9% year-over-year to $808 million; 2. Adjusted net sales increased 7% year-over-year; 3. GAAP diluted EPS was $0.51, while Non-GAAP diluted EPS was $0.77.