The earnings call highlighted strong growth in the Computing and Power IC segments, as well as strategic moves with the equity transfer agreement. However, challenges were noted in the Consumer, Communications, and Power Supply segments, along with negative operating cash flow.

Company Guidance -

Q1 2026

During the Alpha and Omega Semiconductor Fiscal Q4 2025 earnings call, the company provided guidance for the September quarter, projecting revenue to be approximately $183 million, plus or minus $10 million. The company expects the GAAP gross margin to be 23.8%, plus or minus 1%, and the non-GAAP gross margin to be 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 expected to be $41 million, plus or minus $1 million. The company also forecasts interest income to exceed interest expenses by $0.5 million and income tax expenses to range from $1 million to $1.3 million. The guidance reflects expectations of continued growth in the Computing segment, driven by PCs and AI demand, while also noting a digestion period for recent strong shipments in AI programs. The Consumer segment is forecasted to see a mid-single-digit sequential decline, while the Communications segment is anticipated to grow by over 10% sequentially. The Power Supply and Industrial segment is expected to grow mid-single digits sequentially. Overall, the company remains optimistic about its growth prospects, particularly in AI and graphics, despite uncertainties in the macroeconomic and geopolitical landscape.

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.

Strong Growth in Computing Segment

Computing segment revenue was up 29.7% year-over-year and 17.9% sequentially, representing 52.6% of total revenue, driven by AI and graphics applications.

Equity Transfer Agreement

AOS announced an equity transfer agreement with a strategic investor to sell approximately 20.3% of outstanding equity interest of its joint venture in Chongqing, China, for $150 million.

AI and Graphics Surge

Revenue from AI and graphics reached a record high in the June quarter, driven by strong initial shipments for a new AI program.

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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