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 +1.99% change in stock price 10 days leading up to the earnings, and a -2.67% change 10 days following the report. On the earnings day itself, the stock moves by -1.70%. This data can give you a slight idea of what to expect for the next quarter's release.
AOSL Key Earning Data
AOSL Earnings Analysis
Positive
Q3 Revenue Increase: Revenue for Q3 2025 was $164.6 million, which is a 9.7% increase year-over-year, indicating strong demand in the market.
Computing Segment Revenue Growth: The Computing segment revenue increased nearly 15% year-over-year, driven by robust demand for tablets and notebooks, showcasing the company's adaptability to market trends.
Gross Margin Performance: Non-GAAP gross margin was reported at 22.5%, reflecting effective cost management despite challenges in licensing revenue.
Consumer Segment Growth Outlook: The Consumer segment is expected to see over 25% sequential growth in the June quarter, driven by strong demand in gaming and home appliances, indicating a positive outlook for this segment.
Power Supply Revenue Growth: The Power Supply and Industrial segment revenue was up 32.4% year-over-year, demonstrating significant growth opportunities in this area.
Transformation to Total Solutions: The company is advancing its transformation from a component supplier to a total solutions provider, which is expected to enhance market share and increase BOM content.
Positive Cash Generation: Operating cash flow was $7.4 million, indicating positive cash generation despite a decrease from the previous quarter, showing financial resilience.
Future Revenue Expansion: The company expects revenue growth in calendar 2025 driven by new market expansion and increased BOM content, highlighting a strategic focus on long-term growth.
Negative
Financial Challenges Persist: Non-GAAP EPS was a loss of $0.10, indicating ongoing financial challenges despite revenue growth.
Revenue Decline Concerns: Total revenue declined 4.9% sequentially, suggesting potential issues with maintaining momentum in sales.
Decline in Licensing Revenue: Licensing revenue began to wind down, contributing to a decrease in overall revenue and indicating reliance on this revenue stream may have been problematic.
Gross Margin Decline: Non-GAAP gross margin decreased to 22.5% from 24.2% in the previous quarter, reflecting reduced profitability and potential cost pressures.
Cash Flow Decline: Operating cash flow dropped significantly to $7.4 million from $14.1 million in the prior quarter, indicating cash flow management issues.
Trade Receivables Increase: Net trade receivables increased by $8.6 million sequentially, which could signal potential collection issues or increased credit risk.
Inventory Management Concerns: Net inventory increased by $4.4 million quarter-over-quarter, maintaining an average of 129 days in inventory, suggesting potential overstocking or slow-moving products.
Consumer Segment Decline: The Consumer segment revenue was down 9% year-over-year, indicating weakness in this market despite expectations for growth in the next quarter.
AOSL FAQs
How does AOSL typically perform around its earnings report dates?
AOSL's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +1.99% change leading up to the report and a -2.67% change in the 10 days following the release.
Is Alpha and Omega Semiconductor Ltd (AOSL) Q3 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
AOSL Earning Call Sentiment
Alpha and Omega Semiconductor Limited (AOSL) Q3 2025 Earnings Call Transcript
AOSL.O
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