What is the market's earnings forecast for Allegro next quarter?

Did Allegro beat or miss consensus estimates last quarter?

What does Allegro do and what are its main business segments?

What were the key takeaways from Allegro's earnings call?

What is Allegro's gross profit margin?

What guidance did Allegro's management provide for the next earnings period?

What factors drove the changes in Allegro's revenue and profit?

What is Allegro's latest dividend and current dividend yield?

- **Revenue Beat**: Q2 $214M (+24% YoY), driven by 8% QoQ automotive growth.
- **Strategic Wins**: ADAS, xEV, and robotics design wins accelerate.
- **Data Center Surge**: 10MHz sensors and 800V gate drivers gain traction.
- **Gross Margin Recovery**: 49.6% Q2, targeting 58% long-term.
- **Q3 Outlook**: $215-225M, $0.12-0.16 EPS, stable pricing environment.

**【CEO Summary Section】**
- Q2 revenue of $214M exceeded midpoint guidance, driven by 8% sequential growth in automotive and 21% YoY in e-mobility.
- Key wins in ADAS (steering systems) and xEV (tractionverter systems) with Chinese and North American OEMs.
- Data center momentum from 10MHz TMR current sensors and high-voltage gate drivers for 48V/800V power supplies.
- Robotics growth with design wins in quadruped and humanoid systems.

**【CFO Financial Commentary】**
- Gross margin improved to 49.6% (up 140bps QoQ), EPS of $0.13 vs. $0.08 YoY.
- Q3 guidance: $215-225M revenue (24% YoY), 49-51% gross margin, $0.12-0.16 EPS.
- Inventory burn continues in consumer/industrial, but automotive demand strong.
- 2026 capex ~$6M (3% of sales), targeting 58% long-term gross margin.

**【Q&A Key Highlights】**
- **Automotive Strength**: 8% QoQ growth in automotive, 21% YoY in e-mobility.
- **Data Center Expansion**: 7%+ revenue from cooling/power, potential $425M/rack content.
- **Inventory Dynamics**: Distributor burn of $5M, but end-customer restocking possible.
- **Pricing Stability**: Competitor price hikes signal stable environment.
- **Robotics Opportunity**: Design wins in advanced mobility systems.
- **Supply Chain**: Rare earth metal diversification underway.

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