-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：LSCC第一季業績超出預期，營收達到創紀錄的1.709億美元（年增42.2%，環比成長17.2%），遠高於此前1.58億美元至1.72億美元的預期範圍以及1.65億美元的市場普遍預期。非GAAP每股盈餘為0.41美元（年成長86%），高於先前0.37美元的預期，主要得益於計算和通訊業務的強勁成長（成長86%至1.066億美元）以及工業業務的加速復甦（季增21%至6,430萬美元）。該公司宣布以16.5億美元（10億美元現金，6.5億美元股票）策略性收購AMI，旨在打造一個完整的安全管理平台，這將使可服務的目標市場規模翻番，並助力其實現年營收超過10億美元的目標。第二季營收預期為1.75億美元至1.95億美元，每股盈餘預期為0.42美元至0.46美元，實際營收及每股盈餘分別達到1.71億美元及0.38美元，皆超出預期。我們認為通路庫存正常化已基本完成，人工智慧資料中心的需求推動運算業務營收佔比達到總營收的62%。非GAAP毛利率達到70.0%，EBITDA利潤率達到39.6%，略高於我們的預期，顯示隨著業務規模的擴大，營運槓桿效應顯著。
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