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Alpha and Omega Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Aug, 2025
Executive summary
Fiscal Q4 revenue reached $176.5M, up 9.4% year over year and 7.2% sequentially, driven by strong AI, graphics, and PC/wearables demand, and at the high end of guidance.
Transformation from component supplier to total solutions provider continues, leveraging customer relationships to expand market share and BOM content.
Full-year 2025 revenue was $696.2M, up 5.9% from 2024, despite macroeconomic and geopolitical uncertainties.
Execution in a dynamic environment and the total solutions strategy contributed to results.
Financial highlights
Non-GAAP gross margin was 24.4%, up from 22.5% last quarter but down from 26.4% a year ago; GAAP gross margin was 23.4%.
Non-GAAP EPS was $0.20, compared to negative $0.10 last quarter and $0.09 a year ago; non-GAAP net income was $0.7M ($0.02/share).
Power IC revenue hit a record, up 25.8% sequentially and 30.2% year over year, now nearly 40% of product revenue.
Q4 GAAP net loss was $77.1M ($2.58/share), including a $76.8M impairment; full-year GAAP net loss was $97.0M ($3.30/share).
Cash and cash equivalents at year-end were $153.1M; operating cash flow for the year was $29.7M.
Outlook and guidance
Q1 FY2026 revenue expected at $183M ± $10M; non-GAAP gross margin at 24.4% ± 1%; non-GAAP operating expenses at $41M ± $1M.
Sequential growth anticipated in computing (low single digits), communications (>10%), and power supply/industrial (mid single digits); consumer segment expected to decline mid single digits.
Management anticipates growth led by Communications, steady PC/wearables demand, but notes ongoing macro and geopolitical risks.
Explain the impact of tariff uncertainties.
Why did AOS have such a large net loss?
Assess long-term growth prospects for AOS.
How will the $150M from JV sale be used?
Quantify AI's contribution to computing.
Assess tariff impact on local manufacturing.
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Alpha and Omega Semiconductor Ltd develops and supplies a broad range of power semiconductors, including MOSFETs, IGBTs, and power ICs. Its products are used in consumer electronics, computers, automotive, and industrial applications. The company is headquartered in Sunnyvale, California, and its shares are listed on the NASDAQ.
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