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stera Labs Q4'24 Earnings Highlights:

🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢
🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY

Q1;25 Guidance:
🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢
🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢
🔹 GAAP Gross Margin: ~74%

Product and Business Highlights:
🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities.
🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering.
🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs.
🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity.

Operational Highlights:
🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors.
🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs.
🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships.

Executive Commentary:
🔸 CEO Jitendra Mohan:
"Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."

stera Labs Q4'24 Earnings Highlights:

🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢
🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY

Q1;25 Guidance:
🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢
🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢
🔹 GAAP Gross Margin: ~74%

Product and Business Highlights:
🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities.
🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering.
🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs.
🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity.

Operational Highlights:
🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors.
🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs.
🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships.

Executive Commentary:
🔸 CEO Jitendra Mohan:
"Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."

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Motorola Solutions: Product Shifts And Increasing Global Urbanization Will Accelerate Growth

Feb 11, 2025 05:37 AM | Motorola Solutions, Inc.(MSI) | By: Nordberg Research

Motorola Solutions has shown impressive growth, with a 45% increase in the past year and a stable 5-year CAGR of 38%, driven by its essential security and communication products.
The company's products, including land mobile radio systems, video security, and command centers, are vital for safety, ensuring continued demand and revenue stability.
MSI's reputable brand and long-term, multi-year agreements with key partners have led to significant revenue growth, outperforming competitors like Juniper Networks.
Expansion into cloud and AI-powered solutions, such as VaaS and AI analytics, positions Motorola for future growth, attracting more clients and ensuring recurring revenue.
Steeping rates of urbanization and infrastructure development create a growing need for security services and solutions.

Motorola Solutions: Product Shifts And Increasing Global Urbanization Will Accelerate Growth

Feb 11, 2025 05:37 AM | Motorola Solutions, Inc.(MSI) | By: Nordberg Research

Motorola Solutions has shown impressive growth, with a 45% increase in the past year and a stable 5-year CAGR of 38%, driven by its essential security and communication products.
The company's products, including land mobile radio systems, video security, and command centers, are vital for safety, ensuring continued demand and revenue stability.
MSI's reputable brand and long-term, multi-year agreements with key partners have led to significant revenue growth, outperforming competitors like Juniper Networks.
Expansion into cloud and AI-powered solutions, such as VaaS and AI analytics, positions Motorola for future growth, attracting more clients and ensuring recurring revenue.
Steeping rates of urbanization and infrastructure development create a growing need for security services and solutions.

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Thesis
Motorola Solutions (NYSE:MSI) has grown by 45% in the past year, almost double the S&P 500. The stock has shown a stable 5Y CAGR growth rate of 38% over the past five years and demonstrates a significant amount of resistance from financial setbacks, like recessions. This resistance is due to MSI's business model, which is based on necessity and innovation. The company's products are a range of security and communication systems, systems that are necessary to protect schools, hospitals, and used by police officers. And because of the company's reputable name and select few competitors, most businesses will come to Motorola Solutions first. With a growing portfolio of clients and adapting solutions, I rate MSI as a strong buy.