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#STELLAR IPHI DRIVERS#
Inphi benefited from multiple strong drivers in the second quarter. Still Waiting For Competition To Emerge As A Bigger Factor Management did also guide to modestly lower margins, though, with expected increases in R&D spending. Management set a bar for third quarter revenue that was 16% above the average sell-side estimate going into the quarter, suggesting around 3% qoq growth, and again I'd note management's history of surpassing its own guidance. The year-over-year change is largely due to the eSilicon deal, and while operating income did increase more than 200% (and nearly 50% qoq) on a non-GAAP basis, the company is going to be spending more on R&D - news that growth stock investors seldom like hearing. Gross margin declined about six points from the year-ago quarter and 10bp from the prior quarter. The data center business wasn't quite as strong but still delivered better than 90% yoy growth. Revenue from the long-haul and metro markets rose more than 100% yoy and close to 50% qoq, with strong sales from 5G and coherent DSPs, as customers continue to switch to merchant silicon. Revenue more than doubled from the year-ago quarter and rose 26% sequentially, making for an exceptional result even relative to healthy end-markets.
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The company did give some of this back at both the gross margin line ($0.20/share) and opex lines ($0.04/share), but a $0.28/share beat is a fine result. Management continues to build its "under-promise and over-deliver" reputation, with a revenue number that beat expectations by 17%. Dusting Expectations Once AgainĪlthough Inphi had some challenges with margins (more on this later), it's hard to call the second quarter results anything but "good". I don't really like valuing stocks this way, but it's hard to argue that Inphi isn't in a rare company where growth is concerned and that the opportunities in both telecom and data center remain very attractive. It's possible to argue that Inphi shares are worth more than $130 on the basis of what the market has historically paid for similar growth stories, and some sell-side analysts are arguing the shares are worth more than $160 based upon what the market is currently willing to pay for stocks like AMD ( AMD) and NVIDIA ( NVDA).
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In a quarter where even many tech companies saw significant revenue declines, Inphi more than doubled revenue on the back of strong demand in data centers and telecom, and demand for leading-edge data center solutions doesn't seem to be flagging.
#STELLAR IPHI SOFTWARE#
Work with software developers and technical staff to find appropriate solutions to website / client issues. This position is based in our office in Stroudsburg, PA. Stellar Technology Solutions, LLC is an established privately held software company located in Stroudsburg, PA. The iPhi product suite is an enterprise wide solution for endowment based organizations.
#STELLAR IPHI CODE#
Stellar Technology Solutions LLC, a leading provider of software and business process outsourcing services to the philanthropic market is looking for a Junior Software Engineer who will develop, enhance or maintain production code in the iPhi product suite. Level & Salary Range: Mid Level, Competitive salary & benefits Company: Stellar Technology Solutions,LLC