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Alpha and Omega Semiconductor (AOSL) investor relations material
Alpha and Omega Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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.
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