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 +2.93% change in stock price 10 days leading up to the earnings, and a -1.84% change 10 days following the report. On the earnings day itself, the stock moves by -2.09%. 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
173.16M
4.76%
-4.80%
Gross Margin
23.11%
-13.19%
-5.60%
Operating Margin
-3.41%
394.20%
2335.71%
Net Margin
-3.82%
115.82%
178.83%
EPS
-0.23
-130.00%
155.56%
No Data Available
AOSL Earnings Analysis
Alpha and Omega Semiconductor Ltd Corporation (AOSL.O) Earnings Conference Call
Positive
Q2 Revenue Increase: Revenue for fiscal Q2 was $173.2 million, reflecting a year-over-year increase of 4.8%.
Segment Growth Acceleration: The Computing and Communications segments each grew more than 25% year-over-year in calendar 2024, driven by market share gains and increased BOM content.
Cash Flow Improvement: Operating cash flow improved to $14.1 million, up from $11 million in the prior quarter and a negative $23.5 million a year ago.
Improved Cash Collection Efficiency: Net trade receivables decreased by $4.7 million sequentially, indicating improved cash collection efficiency.
Cash Balance Increase: The company completed the quarter with a cash balance of $182.6 million, an increase from $176 million at the end of the previous quarter.
Negative
Quarterly Revenue Decline: Revenue for the quarter was $173,200,000 down 4.8% sequentially, indicating a decline in sales performance compared to the previous quarter.
Gross Margin Decline: Non GAAP gross margin was 24.2%, down from 25.5% last quarter and 28% a year ago, reflecting significant pressure on profitability due to ASP erosion and mix changes.
Earnings Per Share Decline: Non GAAP quarterly EPS was $0.09, a decrease from $0.21 per share last quarter and $0.24 per share a year ago, highlighting a substantial drop in earnings per share.
Consumer Segment Revenue Decline: Consumer segment revenue was down 3.9% year over year and down 28.8% sequentially, indicating a significant decline in demand driven by seasonality in gaming and home appliances.
Revenue Decline Forecast: For the March quarter, revenue is expected to decline to approximately $158,000,000, reflecting continued seasonal softness and a decrease in license and engineering service revenue.
AOSL FAQs
How does AOSL typically perform around its earnings report dates?
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AOSL Earning Call Sentiment
Earnings call transcript: Alpha & Omega Semiconductor sees stock drop after Q2 2025 miss
AOSL.O
-6.4%Positive
The earnings call reveals several concerns: declining gross margins, EPS, and EBITDAS, alongside ASP erosion and customer deposit refunds impacting cash flow. Management's refusal to address thermal issue reports adds uncertainty. Although revenue increased YoY, it decreased sequentially, and no shareholder return plans were mentioned. Guidance indicates stable revenue but declining margins, with no new partnerships or positive catalysts. Given the company's small market cap, these factors likely lead to a negative stock price reaction.
