Performance and Market Position - Alpha and Omega Semiconductor (AOSL) shares surged 87.6% year-to-date (YTD), outperforming the Zacks Electronics – Semiconductors industry (38.4%) and the Zacks Computer & Technology sector (34.6%) [1] - AOSL outperformed peers including Nova Ltd (NVMI, +39.8%), Broadcom (AVGO, +64.2%), and Navitas Semiconductor (NVTS, -49.4%) on a YTD basis [2] - The company is transforming from a component supplier to a comprehensive solutions provider, leveraging intelligent integrated circuits and high-performance silicon packaging [3] AI and GPU Technology Innovation - AOSL launched the AOZ73004CQI, the world's first 4-Phase PWM controller for NVIDIA's Blackwell GPUs, positioning the company as a key player in AI server and high-performance computing [4] - The AOZ73004CQI is compliant with Open Voltage Regulator standards, dynamically controls output voltage, minimizes power ripple, and supports up to 12 power stages using proprietary DrMOS technology [5] - The controller is priced at $1.20 per unit and is immediately available in production quantities, catering to data center and GPU manufacturers [6] Product Portfolio Expansion - AOSL introduced the AOZ23567QI Constant On-Time Buck Converter for Intel Arrow Lake platforms, offering a fixed nominal voltage of 0.77V across system states S0 to S5 [7][8] - The company unveiled ideal diode protection switches (AOZ1390DI-01 and AOZ1390DI-02) for Type-C PD 3.0 applications, capable of handling up to 100W [9] - AOSL released the LFPAK 5x6 power MOSFET package with voltage options of 40V, 60V, and 100V, designed for high-reliability applications such as solar energy, server power, and telecommunications [10] Financial Outlook and Challenges - AOSL projects Q2 fiscal 2025 revenues of $170 million (+/- $10 million), with a Zacks Consensus Estimate of $170.05 million, indicating a 2.9% year-over-year rise [12] - Earnings consensus is 8 cents per share, revised downward by 60% over the past 60 days, reflecting a 66.7% year-over-year decline [12] - The company faces challenges including geopolitical risks, macroeconomic difficulties, soft product demand, and seasonality trends impacting sequential revenue growth [11]

Alpha and Omega Semiconductor (AOSL) shares have soared 58.9% on a year-to-date (YTD) basis, outperforming the Zacks Electronics – Semiconductors industry and the Zacks Computer & Technology sector’s return of 29.7% and 29.8%, respectively.Over the same time frame, Alpha and Omega Semiconductor had also outperformed its industry peers, including Nova Ltd (NVMI) , Broadcom (AVGO) and Navitas Semiconductor (NVTS) . On a YTD basis, shares of NVMI and AVGO have gained 38.7% and 49.2%, respectively, while NVTS h ...

Austin, Nov. 08, 2024 (GLOBE NEWSWIRE) -- Market Size & Growth Analysis: The S&S Insider report indicates that, "The LED Driver IC Market was valued at USD 3.79 Billion in 2023 and is projected to grow to USD 16.05 Billion by 2032, exhibiting a compound annual growth rate (CAGR) of 17.46% from 2024 to 2032." The LED Driver IC market has seen a notable increase in growth lately, driven by the rising need for energysaving lighting options in residential, commercial, and industrial areas. One primary use of LE ...

Title of each class Trading Symbol(s) Name of each exchange on which registered Common Shares AOSL The NASDAQ Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANG ...

Financial Data and Key Metrics - Revenue for Q1 2025 was $181.9 million, up 12.8% sequentially and 0.7% year-over-year [27] - Non-GAAP gross margin was 25.5%, down from 26.4% last quarter and 28.8% a year ago, primarily due to ASP erosion and mix changes [29] - Non-GAAP EPS was $0.21, compared to $0.09 last quarter and $0.33 a year ago [29] - Operating cash flow was $11 million, including $8.4 million of customer deposit repayments [30] - Cash balance at the end of the quarter was $176 million, up slightly from $175.1 million last quarter [31] Segment Performance Computing - Revenue increased 8.6% year-over-year and 6.6% sequentially, representing 42% of total revenue [11] - Strength in PC desktops, notebooks, and servers, offset by softer graphics and AI-accelerator cards due to platform transition [11] - Backlog for graphics and AI-accelerator cards is growing, with increased BOM content expected in the next platform [12] - Expect slight sequential growth in the December quarter, driven by share gains in desktops and strength in graphics cards and servers [14] Consumer - Revenue increased 2% year-over-year and 12.4% sequentially, representing 17.4% of total revenue [15] - Growth driven by gaming, wearables, and TVs, offset by a decline in home appliances [15] - Forecast a 30% sequential decline in the December quarter due to seasonality in gaming and TVs, and softness in home appliances [16] Communications - Revenue increased 14.2% year-over-year and 29.4% sequentially, representing 19.5% of total revenue [17] - Growth driven by a Tier 1 U.S. smartphone customer and strong sequential growth from China OEMs, offset by declines from Korea [17] - Expect a low double-digit sequential decline in the December quarter due to seasonality and limited visibility on smartphone sell-through [18] Power Supply and Industrial - Revenue was down 23.7% year-over-year but up 15.6% sequentially, representing 17.5% of total revenue [19] - Growth driven by seasonal strength in AC-DC power supplies and quick chargers, while solar remains soft [19] - Expect low single-digit sequential growth in the December quarter, driven by e-mobility and quick chargers, offset by seasonal decline in AC-DC power supplies [21] Strategic Direction and Industry Competition - The company is transitioning from a component supplier to a total solutions provider, leveraging strengths in high-performance silicon packaging and intelligent ICs [9] - Opportunities in advanced computing, AI datacenters, foldable smartphones, and faster charging technologies [9][10] - Increased competition in the market, particularly in consumer-related segments, as competitors seek to fill fabs [37][57] - Focus on higher BOM content and total solutions to differentiate from competitors [61] Management Commentary on Market Environment and Outlook - The September quarter confirmed the completion of inventory corrections, with seasonality returning and new markets like AI and advanced computing emerging [22] - Limited visibility into 2025, with the calendar first quarter typically being seasonally soft [23] - Optimistic about growth driven by advanced technology, a diversified product portfolio, and a strong customer base [23] - Power management trends, including AI, digitalization, and electrification, present significant opportunities [25] Other Important Information - Non-GAAP financial measures are used to provide additional insights into operating performance, with reconciliations to GAAP measures included in the earnings release [4] - Forward-looking statements involve risks and uncertainties, with detailed descriptions available in SEC filings [5] Q&A Session Summary Question: Competitive Landscape in Graphics Cards - Increased competition as firms seek to fill fabs, but less competition expected in the next platform transition for graphics cards [37][39] - Opportunities in datacenters, though competition is expected to intensify [40] Question: Seasonality and Market Recovery - Seasonal patterns have returned, but full recovery in PC shipments is still pending [41] - Expect typical seasonal declines in the December quarter, with growth opportunities in graphics cards and AI-accelerator cards [43] Question: Communications Segment Decline - Clarification that the 30% decline forecast was for the Consumer segment, not Communications [46][48] - Communications segment expected to see a low double-digit sequential decline due to seasonality [18] Question: AI and Compute Opportunities - Near-term opportunities in next-generation graphics and AI-accelerator cards, with increased BOM content [50][52] - Data center opportunities are in development, with potential for larger content [54] Question: Pricing and Competitive Pressure - Increased pricing pressure due to softer market recovery and competitors shifting to consumer markets [57] - Strategy to counter ASP erosion through new product rollouts and targeting higher-performance sockets [58][61] Question: JV and Capacity Utilization - JV is raising additional funds and signing up more customers, with continued support for the company's business [64] - Fab utilization was around 80%, with capacity to support further growth [66] Question: Gross Margin Trends - Sequential decline in gross margin primarily due to ASP erosion, with expectations for improvement through higher utilization and new product mix [67]

Alpha and Omega Semiconductor (AOSL) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.55%. A quarter ago, it was expected that this chipmaker would post earnings of $0.05 per share when it actually produced earnings of $0.09, delivering a surprise of 80%.Over the last four quarters, ...

Exhibit 99.1 Alpha and Omega Semiconductor Reports Financial Results for the Fiscal First Quarter of 2025 Ended September 30, 2024 SUNNYVALE, California, November 4, 2024 - Alpha and Omega Semiconductor Limited ("AOS") (NASDAQ: AOSL) today reported financial results for the fiscal first quarter of 2025 ended September 30, 2024. The results for the fiscal first quarter of 2025 ended September 30, 2024 were as follows: | --- | --- | --- | --- | --- | --- | --- | |---------------------------------------------- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-K _________________________________ (MARK ONE) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 001-34717 __________________________ Alpha and Omega Semiconductor Limite ...

Alpha and Omega Semiconductor Limited (AOSL) recently launched a new cutting-edge LFPAK 5x6 package for its power MOSFET technology, designed to provide high reliability and performance in challenging environments.LFPAK is available in three voltage options: 40V, 60V and 100V and is specifically designed to endure harsh conditions while maintaining optimal MOSFET functionality. This makes it suitable for a broader range of applications, including industrial systems, server power, telecommunications and sola ...

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q4 2024 Earnings Conference Call August 7, 2024 5:00 PM ET Company Participants Steven Pelayo - The Blueshirt Group Stephen Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Conference Call Participants David Williams - Benchmark Jeremy Kwan - Stifel Nicolaus & Co. Operator Good afternoon, ladies and gentlemen. Thank you for joining today's Alpha and Omega Semiconductor Fiscal Q4 and Fiscal Year 2024 Earnings Call. My name is Tia and I ...