Aug. 26 at 5:19 PM
$ALAB appears to be entering a particularly powerful earnings inflection. Q2 revenue was
$392.4M, +104% YoY and +27% sequentially, with a 73.7% non-GAAP gross margin. More importantly, Q3 guidance is
$540–560M—about 40% sequential growth at the midpoint—as its Scorpio fabric switches ramp faster than expected