AOSL Earnings Prediction
The chart below shows how AOSL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AOSL sees a +3.83% change in stock price 10 days leading up to the earnings, and a +0.84% change 10 days following the report. On the earnings day itself, the stock moves by -1.53%. This data can give you a slight idea of what to expect for the next quarter's release.
AOSL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
181.89M
0.69%
12.77%
Gross Margin
24.48%
-13.16%
-4.71%
Operating Margin
-0.14%
-102.70%
-84.95%
Net Margin
-1.37%
-142.81%
-18.93%
EPS
-0.09
-147.37%
-0.00%
No Data Available
AOSL Earnings Analysis
Alpha and Omega Semiconductor Limited Corporation (AOSL.O) Earnings Conference Call
Positive
Quarterly Revenue Increase: Revenue for the quarter was $181.9 million, up 12.8% sequentially and 0.7% year-over-year.
Revenue Increase Analysis: DMS revenue was $122.5 million, up 20% sequentially and 0.8% over last year.
Power IC Revenue Stability: Power IC revenue was $52.9 million, up 0.4% from the prior quarter and from a year ago.
Gross Margin Decline: Non-GAAP gross margin was 25.5% compared to 26.4% last quarter and 28.8% a year ago.
Quarterly EPS Comparison: Non-GAAP quarterly EPS was $0.21 compared to $0.09 per share last quarter and $0.33 per share a year ago.
Negative
Quarterly Revenue Stagnation: Revenue for the quarter was $181.9 million, up 0.7% year-over-year, indicating stagnation in growth.
Declining Gross Margin: Non-GAAP gross margin was 25.5%, down from 26.4% last quarter and 28.8% a year ago, reflecting declining profitability.
Operating Expenses Decline: Non-GAAP operating expenses were $38.5 million compared to $39.3 million for the prior quarter and $40.8 million last year, showing a slight decrease but still high.
Earnings Per Share Decline: Quarterly EPS was $0.21 compared to $0.33 per share a year ago, indicating a significant decline in earnings per share.
Operating Cash Flow Decline: Operating cash flow was $11 million, including $8.4 million of repayment of customers' deposits, which is a decrease from $13.8 million last year.
AOSL FAQs
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AOSL Earning Call Sentiment
Alpha and Omega Semiconductor Limited (AOSL) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
AOSL.O
-0.2%Positive
The earnings call presented mixed signals. Financial performance was stable, with slight revenue growth and improved EPS sequentially, but gross margin and operating cash flow declined YoY. Concerns about competitive pressures, seasonal declines, and limited future visibility were noted. However, optimistic guidance on AI and graphics card opportunities, alongside desktop share gains, counterbalance these concerns. The lack of shareholder return initiatives is a neutral factor. Considering the market cap, the stock is likely to see a neutral movement within the -2% to 2% range over the next two weeks.