Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2020 Earnings Conference Call February 5, 2020 5:00 PM ET Company Participants So-Yeon Jeong - Investor Relations Mike Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Stephen Chang - Executive Vice President Conference Call Participants David Williams - Loop Capital Carlin Lynch - B. Riley FBR Craig Ellis - B. Riley FBR Operator Ladies and gentlemen, thank you for standing by, and welcome to Alpha and Omega Semiconductor Reports Fi ...

Product Development - The company introduced 55 new products during the three months ended September 30, 2019, contributing to a total portfolio of approximately 2,100 products[100]. - The company continues to invest in research and development to develop new technologies and products critical to long-term success[118]. Financial Performance - Total revenue for the three months ended September 30, 2019, was $117.8 million, an increase of $2.7 million, or 2.4%, compared to $115.1 million for the same quarter last year[128]. - Cost of goods sold was $90.9 million for the three months ended September 30, 2019, an increase of $8.4 million, or 10.2%, compared to $82.5 million for the same quarter last year[129]. - Gross profit decreased to $26.9 million, representing a gross margin of 22.9%, down from 28.3% in the same quarter last year[129]. - Research and development expenses were $12.4 million, an increase of $1.0 million, or 8.6%, compared to $11.4 million for the same quarter last year[130]. - Selling, general and administrative expenses decreased to $15.2 million, a reduction of $5.2 million, or 25.4%, compared to $20.4 million for the same quarter last year[132]. - Interest income and other income (loss), net was $(998,000), a decrease of $1.3 million, or 480.9%, compared to $262,000 for the same period last year[133]. - Income tax expense for the three months ended September 30, 2019, was approximately $410,000, compared to $560,000 for the same period in 2018, a decrease of 26.8%[135]. - The effective tax rate for the three months ended September 30, 2019, was estimated at (27.3)%, compared to (159.8)% for the same period in 2018[135]. Operating Expenses - The company is incurring increased operating expenses due to costs associated with ramping up production activities and developing its new digital power business[106]. - The company expects selling, general and administrative expenses to fluctuate in the near future due to cost control measures and reduced pre-production costs[119]. Joint Ventures and Market Position - The company recorded a net loss of $2.9 million attributable to noncontrolling interest in the joint venture company during the September 2019 quarter[102]. - The company anticipates that the joint venture will deliver significant cost savings and enhance market positions in China in the long term[102]. Production and Manufacturing - The company expects to ramp up production at the 12-inch wafer fabrication facility gradually, which commenced limited mass production in July 2019[102]. - The company expects average selling prices of existing products to decline in the future, consistent with historical trends in the industry[109]. Cash Flow and Financing - The net cash used in operating activities for the three months ended September 30, 2019 was $1.2 million, resulting from a net loss of $1.9 million[153]. - The net cash used in investing activities for the three months ended September 30, 2019 was $15.8 million, primarily for purchases of property and equipment[155]. - The net cash used in financing activities for the three months ended September 30, 2019 was $1.1 million, primarily due to repayments of borrowings[157]. - As of September 30, 2019, the company had $105.4 million in cash, cash equivalents, and restricted cash[151]. - The company continues to finance operations and capital expenditures primarily through funds generated from operations and borrowing under various debt agreements[136]. Debt and Obligations - As of September 30, 2019, the outstanding balance of the short-term loan from China Everbright Bank was $0.8 million[137]. - The outstanding balance of the one-year loan from China Everbright Bank was 20 million RMB, equivalent to $2.8 million as of September 30, 2019[138]. - The total outstanding balance of loans from China Merchant Bank was 80 million RMB and 20 million RMB, totaling approximately $14 million as of September 30, 2019[139]. - The outstanding balance of the lease financing agreement was approximately $51.1 million as of September 30, 2019[142]. - The outstanding balance of the loan from The Export-Import Bank of China was 190 million RMB, equivalent to $26.7 million as of September 30, 2019[144]. - The outstanding balance of the term loan from Jireh was $16.6 million as of September 30, 2019[145]. Market Risks and Changes - There have been no material changes in market risks previously disclosed in the Annual Report for the year ended June 30, 2019[164]. - There were no material changes in contractual obligations from those disclosed in the Annual Report for the fiscal year ended June 30, 2019[161]. - Recent accounting pronouncements and their expected effects on operations and financial condition are detailed in the Quarterly Report[162].

Alpha and Omega Semiconductor Ltd (NASDAQ:AOSL) Q1 2020 Results Conference Call November 4, 2019 5:00 PM ET Company Participants So-Yeon Jeong - IR Mike Chang - CEO Yifan Liang - CFO Stephen Chang - EVP Conference Call Participants David Williams - Loop Capital Craig Ellis - B. Riley Jeremy Kwan - Stifel Operator Ladies and gentlemen, thank you for standing by, and welcome to Alpha and Omega Semiconductor Fiscal Q1 2020 Earnings Conference Call. [Operator Instructions] Please be advised that today's confere ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-K _________________________________ (MARK ONE) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2019 OR o 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 Ltd (NASDAQ:AOSL) Q4 2019 Earnings Conference Call August 7, 2019 5:00 PM ET Company Participants So-Yeon Jeong - Head, IR Yifan Liang - CFO & Corporate Secretary Mike Chang - Co-Founder, Chairman, CEO & President Stephen Chang - SVP, Marketing Conference Call Participants Jeremy Kwan - Stifel, Nicolaus & Company David Williams - Loop Capital Markets Carlin Lynch - B. Riley FBR, Inc. Operator Good afternoon, my name is Christine, and I'll be your conference operator today. At t ...

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q3 2019 Results Earnings Conference Call May 2, 2019 5:00 PM ET Company Participants So Yeon Jeong - Investor Relations Yifan Liang - Chief Financial Officer and Corporate Secretary Mike Chang - Co Founder, Chairman, Chief Executive Officer and President Stephen Chang - Senior Vice President of Marketing Conference Call Participants Jeremy Kwan - Stifel, Nicolaus Operator Good afternoon. My name is Jason, and I will be your conference operator today. At th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (MARK ONE) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR o 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 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (MARK ONE) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2018 OR o 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 Semicond ...

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2019 Earnings Conference Call February 6, 2019 5:00 PM ET Company Participants So Yeon Jeong - Investor Relations Yifan Liang - Chief Financial Officer and Corporate Secretary Mike Chang - Co Founder, Chairman, Chief Executive Officer and President Stephen Chang - Senior Vice President of Marketing Conference Call Participants Jeremy Kwan - Stifel, Nicolaus Craig Ellis - B. Riley Ed Roesch - Sidoti Operator Good day, ladies and gentlemen, and welcome t ...