The earnings call presented a mixed outlook for Alpha and Omega Semiconductor. While there was notable revenue growth driven by strong performance in the Computing segment and the lucrative Power IC market, challenges persist, including a decline in the Consumer and Communications segments, negative cash flow, and a significant impairment charge. The strategic steps, such as the equity transfer agreement in China, aim to bolster future investments and growth. However, near-term uncertainties due to macroeconomic and geopolitical factors remain.

Company Guidance -

Q1 2026

In the fiscal Q4 2025 earnings call, Alpha and Omega Semiconductor provided guidance for the September quarter, projecting revenue of approximately $183 million, plus or minus $10 million. The company expects the GAAP gross margin to be around 23.8%, plus or minus 1%, and the non-GAAP gross margin to remain constant at 24.4%, plus or minus 1%. Operating expenses on a GAAP basis are anticipated to be $47.5 million, plus or minus $1 million, while non-GAAP operating expenses are projected at $41 million, plus or minus $1 million. Additionally, the interest income is expected to exceed interest expenses by $0.5 million, and the income tax expense is forecasted to range between $1 million and $1.3 million. The guidance reflects expectations of continued growth driven by PCs, smartphones, and wearables, while acknowledging the ongoing challenges posed by the uncertain macroeconomic and geopolitical environment.

Strong Revenue Growth

Total revenue for fiscal Q4 2025 was $176.5 million, representing a 9.4% year-over-year increase and a 7.2% sequential increase. Product revenue, excluding licensing, was up 13.7% year-over-year and 9% sequentially.

Record Power IC Revenue

Power IC revenue increased 25.8% sequentially and 30.2% year-over-year to a record quarterly high, now representing nearly 40% of total product revenue.

Equity Transfer Agreement in China

On July 14, an agreement was announced to sell approximately 20.3% of outstanding equity interest in Chongqing, China joint venture for $150 million, providing AOS with significant additional capital.

Strong Segment Performance

Computing segment revenue was up 29.7% year-over-year and 17.9% sequentially, driven by AI and graphics applications. The Consumer segment saw a 23.9% sequential growth, driven by gaming and wearables.

Alpha and Omega (AOSL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AOSL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2026 (Q1)	0.09 / -	0.21	―	―	―
Aug 06, 2025	2025 (Q4)	-0.01 / 0.02	0.09	-77.78% (-0.07)	―
May 07, 2025	2025 (Q3)	-0.17 / -0.10	-0.04	-150.00% (-0.06)	―
Feb 05, 2025	2025 (Q2)	0.08 / 0.09	0.24	-62.50% (-0.15)	―
Nov 04, 2024	2025 (Q1)	0.22 / 0.21	0.33	-36.36% (-0.12)	―
Aug 07, 2024	2024 (Q4)	0.04 / 0.09	0.19	-52.63% (-0.10)	―
May 07, 2024	2024 (Q3)	-0.14 / -0.04	-0.21	80.95% (+0.17)	―
Feb 06, 2024	2024 (Q2)	0.15 / 0.24	0.67	-64.18% (-0.43)	―
Nov 06, 2023	2024 (Q1)	0.32 / 0.33	1.2	-72.50% (-0.87)	―
Aug 09, 2023	2023 (Q4)	0.02 / 0.19	0.95	-80.00% (-0.76)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AOSL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$26.20	$24.69	-5.76%
May 07, 2025	$20.06	$20.67	+3.04%
Feb 05, 2025	$43.33	$41.72	-3.72%
Nov 04, 2024	$33.25	$26.77	-19.49%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alpha And Omega Semiconductor (AOSL) report earnings?

Alpha And Omega Semiconductor (AOSL) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is Alpha And Omega Semiconductor (AOSL) earnings time?

Alpha And Omega Semiconductor (AOSL) earnings time is at Nov 10, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AOSL EPS forecast?

AOSL EPS forecast for the fiscal quarter 2026 (Q1) is 0.09.

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