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 March 31, 2025 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 Semiconduct ...

Alpha and Omega Semiconductor (AOSL) Q3 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon. Thank you for attending today's Alpha and Omega Semiconductor Fiscal Q3 twenty twenty five Earnings Call. My name is Cole, and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I'd now like to turn the call over to Steven Pellio. Please go ahead. Speaker1 Good afternoon, everyone, and w ...

Exhibit 99.1 Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Third Quarter of 2025 Ended March 31, 2025 SUNNYVALE, California, May 7, 2025 - Alpha and Omega Semiconductor Limited ("AOS") (NASDAQ: AOSL) today reported financial results for the fiscal third quarter of 2025 ended March 31, 2025. The results for the fiscal third quarter of 2025 ended March 31, 2025 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited) | | | | ...

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 December 31, 2024 Commission file number 001-34717 __________________________ Alpha and Omega Semiconductor Limited (Exact name of Registrant as Specified in its Charter) Bermuda 77-0553536 (State or Other Jurisdiction of Incorpor ...

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2025 Earnings Conference Call February 5, 2025 5:00 PM ET Company Participants Steven Pelayo - The Blueshirt Group Stephen Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Conference Call Participants Craig Ellis - B. Riley Securities David Williams - Benchmark Jeremy Kwan - Stifel Operator Good afternoon. Thank you for attending today's Alpha & Omega Semiconductor Fiscal Q2 2025 Earnings Call. My name is Jaylin. I'll be moderating ...

Company Performance - Alpha and Omega Semiconductor (AOSL) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.08 per share, but down from $0.24 per share a year ago, representing an earnings surprise of 12.50% [1] - The company posted revenues of $173.16 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 1.83% and up from $165.29 million year-over-year [2] - Over the last four quarters, Alpha and Omega has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Alpha and Omega shares have increased approximately 16.5% since the beginning of the year, compared to the S&P 500's gain of 2.7% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $158.2 million, and for the current fiscal year, it is $0.28 on revenues of $676.65 million [7] Industry Outlook - The Electronics - Semiconductors industry is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]

Revenue Performance - Revenue for the fiscal second quarter of 2025 was $173.2 million, a decrease of 4.8% from the prior quarter and an increase of 4.8% year-over-year[10]. - Revenue for the three months ended December 31, 2024, was $173.156 million, a decrease from $181.887 million in the previous quarter[17]. - The company expects revenue for the fiscal third quarter to be approximately $158 million, plus or minus $10 million[11]. Gross Margin - GAAP gross margin was 23.1%, down from 24.5% in the prior quarter and down from 26.6% in the same quarter last year[10]. - Non-GAAP gross margin was 24.2%, down from 25.5% in the prior quarter and down from 28.0% in the same quarter last year[10]. - Gross profit margin decreased to 23.1% for the three months ended December 31, 2024, compared to 24.5% in the previous quarter[17]. - GAAP gross profit for the three months ended December 31, 2024, was $40,011, a decrease from $44,001 in the same period last year, representing a decline of 9%[24]. - Non-GAAP gross profit for the six months ended December 31, 2024, was $88,298, down from $98,266 year-over-year, reflecting a decrease of 10.1%[24]. - Non-GAAP gross margin as a percentage of revenue for the three months ended December 31, 2024, was 24.2%, down from 28.0% in the same period last year[24]. Operating Income and Loss - GAAP operating loss was $5.9 million, compared to a loss of $0.3 million in the prior quarter and a loss of $1.1 million in the same quarter last year[10]. - Non-GAAP operating income was $3.0 million, down from $7.8 million in the prior quarter and $8.4 million in the same quarter last year[10]. - Operating expenses totaled $45.919 million for the three months ended December 31, 2024, up from $44.778 million in the previous quarter[17]. - GAAP operating income for the three months ended December 31, 2024, was a loss of $5,908, compared to a loss of $1,134 in the same period last year[24]. - Non-GAAP operating income for the six months ended December 31, 2024, was $10,776, down from $19,548 year-over-year, indicating a decline of 44.9%[24]. Net Loss and Earnings Per Share - GAAP net loss per diluted share was $0.23, compared to a loss of $0.09 in the prior quarter and a loss of $0.10 in the same quarter a year ago[10]. - Net loss for the three months ended December 31, 2024, was $6.614 million, compared to a loss of $2.496 million in the previous quarter[17]. - GAAP diluted net loss per share for the three months ended December 31, 2024, was $(0.21), compared to $(0.10) in the same period last year[24]. - Non-GAAP net income for the three months ended December 31, 2024, was $2,739, down from $7,197 year-over-year, a decrease of 62.0%[24]. - Non-GAAP diluted net income per share for the three months ended December 31, 2024, was $0.09, down from $0.24 year-over-year, a decline of 62.5%[24]. Cash Flow and Financial Position - Consolidated cash flow provided by operating activities was $14.1 million, compared to $11.0 million in the prior quarter[10]. - The company closed the quarter with $182.6 million in cash and cash equivalents[10]. - Cash and cash equivalents increased to $182.592 million as of December 31, 2024, from $175.127 million as of June 30, 2024[19]. - Net cash provided by operating activities was $25.126 million for the six months ended December 31, 2024, compared to a cash outflow of $9.628 million in the same period of 2023[21]. - Total assets decreased to $1.133944 billion as of December 31, 2024, from $1.145013 billion as of June 30, 2024[19]. - Total liabilities decreased to $231.364 million as of December 31, 2024, from $253.406 million as of June 30, 2024[19]. - Retained earnings decreased to $621.927 million as of December 31, 2024, from $631.058 million as of June 30, 2024[19]. - The company reported a net cash used in investing activities of $14.100 million for the six months ended December 31, 2024, compared to $21.431 million in the same period of 2023[21].

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 ...