The earnings call highlighted strong year-over-year revenue growth driven by the Computing and Power Supply segments, as well as robust demand for graphics and AI cards. However, the decline in licensing revenue, negative EPS, and challenges in the Consumer and Communications segments present significant concerns.
Company Guidance
During the fiscal Q3 2025 earnings call, Alpha and Omega Semiconductor provided guidance for the upcoming June quarter, projecting revenue to be approximately $170 million, plus or minus $10 million, with a non-GAAP gross margin of 24% plus or minus 1%. The company expects low to mid single-digit sequential revenue growth, primarily driven by strength in the Computing and Consumer segments. The Computing segment is anticipated to grow mid single-digits sequentially and more than 15% year-over-year, bolstered by demand for graphics cards and AI applications. The Consumer segment is forecasted to achieve more than 25% sequential growth, driven by gaming and home appliances. The Communications segment is expected to experience flattish sequential growth, while the Power Supply and Industrial segment may see flat to slightly down sequential revenue. Capital expenditures for the June quarter are projected to range from $12 million to $14 million. Despite uncertainties in the macroeconomic and geopolitical landscape, the company remains focused on executing its strategy and delivering sustained value.
Strong Revenue Performance
Revenue was $164.6 million, up 9.7% year-over-year, driven by better than expected demand in computing.
Computing Segment Growth
The Computing segment increased nearly 15% year-over-year, driven by tablets and notebooks, with revenue nearly doubling year-over-year due to market share gains.
Power Supply and Industrial Segment Growth
Segment revenue was up 32.4% year-over-year, driven by opportunities in quick chargers and AC-DC power supplies.
AI and Graphics Card Demand
Robust demand for graphics and AI accelerated cards with record-high revenue projected for the next quarter.
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
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
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%
Aug 07, 2024
$33.47
$35.00
+4.57%
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 Aug 06, 2025, TBA Not Confirmed.
What is Alpha And Omega Semiconductor (AOSL) earnings time?
Alpha And Omega Semiconductor (AOSL) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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