Alpha and Omega Semiconductor

Alpha & Omega Semiconductor Ltd. engages in the construction and operation of power semiconductor packaging, testing, and wafer fabrication facilities. It operates through the following geographical segments: Hong Kong, China, South Korea, the United States, and Other Countries. The company was founded by Mike F. Chang, Yueh-Se Ho, Anup Bhalla, and Sik Kwong Lui on September 27, 2000 and is headquartered in Sunnyvale, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

AOSL reports Q1 revenue of $132.6 million, addresses industry-wide inventory challenges

AOSL's Q1 performance was impacted by industry-wide inventory correction, but the company is actively addressing challenges and has a clear long-term growth strategy. While facing tough market conditions, AOSL sees opportunities in the Electrification of Everything trend and potential funding from the CHIPS Act.

Alpha and Omega Semiconductor reports Q2 revenue miss, eyes rebound

AOSL's Q2 performance fell below expectations, but 2022 showcased strong growth and record earnings. Management anticipates a revenue rebound post inventory correction and aims to maintain operational efficiency.
Despite short-term challenges, AOSL's financial stability, market presence, and focus on innovation position the company well for future growth opportunities.
Analyst inquiries reflect market uncertainties, but AOSL's strategic focus on stabilizing operations and investing in R&D bodes well for long-term success and competitiveness.

AOSL reports revenue decline, eyes growth through capacity development

AOSL faced revenue decline and margin pressure due to industry factors, but maintained a strong cash position and efficient receivables management.
Challenges include JV funding issues and low utilization rates, while opportunities lie in capacity development and cost-saving initiatives.
Management remains optimistic about the future quarter, focusing on operational improvements and potential growth avenues.

Alpha and Omega Semiconductor reports Q4 growth amidst market challenges

AOSL's Q4 performance showed resilience with sequential revenue growth and recovery in key segments, despite YoY declines.
The company faces challenges in certain segments and maintaining gross margins amidst market pressures.
Opportunities lie in anticipated market recovery, growth in key segments, and improving operational efficiency.

Alpha and Omega Semiconductor (AOSL) reports resilient Q1 performance

Alpha and Omega Semiconductor (AOSL) delivered solid financial performance in Q1 2024 driven by key segment shipments and strategic investments in new markets.
While facing challenges from demand constraints and segment declines, AOSL's financial stability, operational efficiency, and prudent planning are notable strengths.
The company's focus on higher-margin revenue streams, efficient production ramp-up, and strategic market positioning present opportunities for future growth and profitability.

Alpha and Omega Semiconductor reports revenue decline but eyes market rebound

AOSL's Q2 2024 performance reflects revenue decline but operational efficiency with a 28% non-GAAP gross margin.
Management's strategic investments and market optimism position the company for growth beyond current challenges.
Challenges from 2023 persist, but opportunities lie in market rebound and segment improvements.

Alpha and Omega Semiconductor reports stable Q3 performance and growth opportunities

Alpha and Omega Semiconductor's Q3 2024 performance reflects stable financials amidst inventory corrections and strategic transitions.
While facing challenges in certain segments and profitability, the company is poised for growth with opportunities in product expansion and revenue enhancement.
Overall, AOSL's focus on becoming a comprehensive solution provider and segment-wise growth forecasts signal a strategic approach to sustainable development.

Alpha and Omega Semiconductor (AOSL) posts strong Q1 results amid market challenges

Alpha and Omega Semiconductor (AOSL) delivered solid Q1 2025 results with revenue growth and stable margins amidst market challenges.
The company's strategic shift to total solutions provision and focus on high-performance products position it well for future growth opportunities.
While facing pricing pressure and margin challenges, AOSL's operational efficiency and product diversification are key strengths in navigating market dynamics.
Guidance for the December quarter reflects a balanced approach to managing costs, pricing, and investments for sustained performance and competitiveness.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Alpha & Omega Semiconductor Ltd. engages in the construction and operation of power semiconductor packaging, testing, and wafer fabrication facilities. It operates through the following geographical segments: Hong Kong, China, South Korea, United States, and Other Countries. The company was founded by Mike F. Chang, Yueh-Se Ho, Anup Bhalla, and Sik Kwong Lui on September 27, 2000 and is headquartered in Sunnyvale, CA.

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL ) Q1 2024 Earnings Conference Call November 6, 2023 5:00 PM ET Company Participants Yujia Zhai - The Blueshirt Group, Investor Relations Stephen Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Conference Call Participants Jeremy Kwan - Stifel David Williams - Benchmark Craig Ellis - B. Riley Securities Operator Good afternoon.

Alpha and Omega Semiconductor Limited (AOSL) Q1 2024 Earnings Call Transcript

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal first quarter of 2024 ended September 30, 2023. The results for the fiscal first quarter of 2024 ended September 30, 2023 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited)     Three Months Ended     September 30, 2023   June 30, 2023   September 30, 2022 Revenue   $ 180.6     $ 161.5  .

Alpha and Omega Semiconductor Reports Financial Results for the Fiscal First Quarter of 2024 Ended September 30, 2023

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that the company will release its financial results for the fiscal 2024 first quarter ended September 30, 2023 on Monday, November 6, 2023, after the market closes. The press release will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET, which will be open to the public. During the conference call, the company will review the financial results and disc.

Alpha and Omega Semiconductor to Announce Fiscal First Quarter 2024 Financial Results

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide band gap power devices, power management ICs and modules, today announced the release of its AOZ8S207BLS-01 Ultra-Low Reverse Working Voltage (VRWM) transient voltage suppressor (TVS) diode. Designed to deliver extremely low capacitance and fast response time, the AOZ8S207BLS-01 TVS diode offers superior high-.

Alpha and Omega Semiconductor Announces Ultra-Low Reverse Working Voltage TVS Diode for USB4 and Thunderbolt 4 ESD Protection

The latest report was not only much better than expected earnings-wise, but the outlook suggested the worst of the downturn has passed. The stock has rallied in the last three months, gaining over 70+%, but the stock has now fallen below the uptrend that was in place during this time. Multiples are currently way above where they have tended to trade, which might explain why the stock has faltered in spite of a good report.

Alpha and Omega Semiconductor: Comes Back Strong In Multiple Ways

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL ) Q4 2023 Earnings Conference Call August 9, 2023 5:00 PM ET Company Participants Yujia Zhai - The Blueshirt Group, Investor Relations Stephen Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Conference Call Participants David Williams - Benchmark Craig Ellis - B. Riley Securities Kyle Smith - Stifel Nicolaus Yujia Zhai Good afternoon, everyone, and welcome to Alpha and Omega Semiconductor's Conference Call to discuss Fiscal 2023 Fourth Quarter and Fiscal Year-End Financial Results.

Alpha and Omega Semiconductor Limited (AOSL) Q4 2023 Earnings Call Transcript

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal fourth quarter and the fiscal year ended June 30, 2023. The results for the fiscal fourth quarter ended June 30, 2023 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited)     Three Months Ended     June 30, 2023   March 31, 2023   June 30, 2022 Revenue   $ 161.5     $ 132.6     $ 194.0   G.

Alpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2023

ACM Research

Amkor Technology

MaxLinear

Photronics

SkyWater Technology

While innovations such as artificial intelligence and virtual reality have dominated headlines in recent years, the undergirding of such technologies catalyzes the relevance of cheap semiconductor stocks for smart investors. Naturally, as pure-play AI hype faded into the background, the chipmakers and related enterprises quickly came into view.

7 Cheap Semiconductor Stocks That Smart Investors Will Snap Up Now

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that the company will release its financial results for the fiscal fourth quarter and fiscal year ended June 30, 2023 on Wednesday, August 9, 2023, after the market closes. The press release will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET, which will be open to the public. During the conference call, the company will review the financial results.

Alpha and Omega Semiconductor to Announce Fiscal Fourth Quarter and Fiscal Year 2023 Financial Results on August 9, 2023

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power discretes, ICs, modules, and digital power solutions, today introduced a new family of application-specific EZBuck™ regulators. The highly integrated AOZ2295QI-05 has the most compact footprint in the industry to support 5V rails in desktop and laptop computing systems. High-performance, personal computing systems, supporting add-on.

Alpha and Omega Semiconductor Announces Application-Specific EZBuck™ Regulator to Power 5V System Rails

Axcelis Technologies

Applied Materials

Advanced Micro Devices

ASML Hld

Intel

KLA-Tencor

Kulicke & Soffa Industries

Lam Research

Monolithic Power Systems

Micron Technology

NVIDIA

Power Integrations

QUALCOMM

SolarEdge Technologies

iShares PHLX Semiconductor ETF

STMicroelectronics NV ADR RegS

Skyworks Solutions

Teradyne

Taiwan Semiconductor Manufacturing

Texas Instruments

How should you play a long-term trend in the stock market? Investors have made an early bet on years of deployment of artificial intelligence across the corporate world by focusing on data-center infrastructure.

Another way to play AI stocks: These have been the most efficient chip makers

Alpha and Omega (AOSL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Alpha and Omega (AOSL) Soars 7.0%: Is Further Upside Left in the Stock?

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that company management is scheduled to participate in the 15th Annual CEO Investor Summit 2023, being held Wednesday, July 12th at the St. Regis Hotel, San Francisco, CA. The presentation material utilized during the CEO Summit will be made accessible on the investor page of the company's website at https://investor.aosmd.com/events-and-presentations/presentations/default.aspx. Abou.

Alpha and Omega Semiconductor to Participate in 15th Annual CEO Investor Summit 2023

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power discretes, ICs, modules and digital power solutions, today announced it has redesigned its corporate logo to better reflect the company's position as a cutting-edge technology provider and its ongoing commitment to innovations. The updated logo has a fresh, contemporary look but keeps some original elements that reinforce AOS' histo.

Alpha and Omega Semiconductor Announces Logo Redesign that Reflects its Commitment to Developing Cutting-Edge Power Management Solutions

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL ) Q3 2023 Earnings Conference Call May 4, 2023 5:00 PM ET Company Participants Yujia Zhai - The Blueshirt Group, IR Stephen Chang - Chief Executive Officer Yifan Liang - Chief Financial Officer Conference Call Participants David Williams - Benchmark Craig Ellis - B. Riley Securities Jeremy Kwan - Stifel, Nicolaus Operator Ladies and gentlemen, hello.

Alpha and Omega Semiconductor Limited (AOSL) Q3 2023 Earnings Call Transcript

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL) today reported financial results for the fiscal third quarter of 2023 ended March 31, 2023. The results for the fiscal third quarter of 2023 ended March 31, 2023 were as follows: GAAP Financial Comparison Quarterly (in millions, except percentage and per share data) (unaudited)   Three Months Ended   March 31, 2023 December 31, 2022 March 31, 2022 Revenue $ 132.6   $ 188.8   $ 203.2   Gross Margin  .

Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Third Quarter of 2023 Ended March 31, 2023

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power semiconductors and power ICs, and digital power products, today announced the release of 600V αMOS7™ Super Junction MOSFETs Family. αMOS7™ is AOS' next generation high voltage MOSFET, designed to meet the high efficiency and high-density needs of servers, workstations, telecom rectifiers, solar Inverters, EV charging, motor drives a.

Alpha and Omega Semiconductor Releases 600V 50mohm Super Junction MOSFETs Family

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that the company will release its financial results for the fiscal 2023 third quarter ended March 31, 2023 on Thursday, May 4, 2023, after the market closes. The press release will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET, which will be open to the public.

Alpha and Omega Semiconductor to Announce Fiscal Third Quarter 2023 Financial Results

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power semiconductors, power ICs, and digital power products, today introduced a powerful duo of sink and source switches that can increase the power delivery capability of USB Type-C ports to 140W, paving the way for Type C extended power range (EPR) implementations.

Alpha and Omega Semiconductor Introduces a Powerful New Duo of Protection Switches for Type C EPR 3.1

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that it does not hold cash deposits or securities at Silicon Valley Bank. About Alpha and Omega Semiconductor Alpha and Omega Semiconductor Limited, or AOS, is a designer, developer and global supplier of a broad range of power semiconductors, including a wide portfolio of Power MOSFET, IGBT, IPM, TVS, HVIC, GaN/SiC, Power IC and Digital Power products.

Alpha and Omega Semiconductor Issues Statement Regarding Silicon Valley Bank

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power semiconductors, power ICs, and digital power products, will exhibit its industry-leading 650V and 750V SiC MOSFET platform for industrial and automotive applications and its complete line of advanced power management solutions at the Applied Power Electronics Conference (APEC).

At APEC 2023, Alpha and Omega Semiconductor to Display and Demo its Industry-Leading Power Management Solutions

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power semiconductors, power ICs, and digital power products, today introduced an extension to its active bridge driver, AlphaZBL™ family. Available in an SOP-8L package, the AOZ7203AV is a self-powered dual driver IC for driving external high-voltage MOSFETs to replace two low-side diodes of bridge rectifier.

Alpha and Omega Semiconductor Introduces a New AlphaZBL™ AC-DC Active Bridge Rectifier Solution

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of power semiconductors announced today that it has entered into a license agreement with a leading power semiconductor automotive supplier related to AOS's Silicon Carbide (SiC) MOSFET and diode technology.

Alpha and Omega Semiconductor Announces Silicon Carbide License Deal and Supply Agreement

Falling sales and earnings caused investors to jump ship.

Why Alpha and Omega Semiconductor Stock Fell Hard Today

Diodes

Rambus

Fourth-quarter earnings season for semiconductor stocks continues to be a mixed bag. Rambus stock fell while Skyworks stock rose Tuesday.

News for Alpha and Omega Semiconductor Stock (AOSL)