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Astera Labs, Inc. (ALAB) 2026 Evercore Global TMT Conference June 3, 2026 1:50 PM EDT
Company Participants
Desmond Lynch – Chief Financial Officer
Nicholas Aberle – Senior VP of Finance, Treasurer & Investor Relations
Conference Call Participants
Mark Lipacis – Evercore ISI Institutional Equities, Research Division
Presentation
Mark Lipacis
Evercore ISI Institutional Equities, Research Division
Welcome to the Astera Labs’ fireside chat. My name is Mark Lipacis. I’m the senior semiconductor analyst at Evercore ISI. And so very excited to have Astera Labs. So we have Desmond Lynch, who’s the CFO; and Nick Aberle, who is Senior Vice President of Finance and Head of Investor Relations. So gentlemen, welcome, and thanks for joining.
Desmond Lynch
Chief Financial Officer
Yes. Thank you for having us, Mark.
Question-and-Answer Session
Mark Lipacis
Evercore ISI Institutional Equities, Research Division
Yes. So Des, you’re the new guy, right? So maybe as a way to get started and kick us off, can you tell us like why did you decide to join Astera Labs? Like what did you find attractive? And how have the first months been?
Desmond Lynch
Chief Financial Officer
Yes. Thanks, Mark. Joining Astera Labs has been a really good sort of first couple of months here. I’ve been really excited to sort of join the company. And if I go back to my initial decision to join the company, I would say there’s a couple of things that really stood out. Number one was the overall size of the market opportunity that the company is going after. And the company is very well positioned within these end markets. Secondly, I would say the broadening of the portfolio that the company has been able to achieve over a short period of time. The company has made the right investments to go after this large market opportunity, which is really exciting from there. And then thirdly, I would say
