Alpha & Omega Semiconductor Ltd (MEX:AOSL)
MXN 812 (0%) Market Cap: 16.11 Bil Enterprise Value: 13.96 Bil PE Ratio: 0 PB Ratio: 0.96 GF Score: 80/100
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Q2 2025 Alpha and Omega Semiconductor Ltd Earnings Call Transcript

Feb 5, 2025 / 10:00 PM GMT
Release Date Price: MXN812

Key Points

Positve
  • Alpha & Omega Semiconductor Ltd (AOSL) reported fiscal Q2 revenue of $173.2 million, in line with guidance.
  • The communications and industrial segments outperformed initial forecasts, with sequential growth in graphics cards, quick chargers, PC desktops, and power tools.
  • AOSL's strategic shift from a component supplier to a total solutions provider is enabling new opportunities and market share gains.
  • The computing and communication segments each grew more than 25% in calendar 2024, driven by market share gains and BOM content growth.
  • AOSL is positioned as an industry leader in smartphone battery PCM, contributing the largest incremental dollar growth in 2024.
Negative
  • Seasonal declines were observed in gaming notebooks, tablets, and wearables, impacting overall performance.
  • Non-GAAP gross margin decreased to 24.2% from 25.5% in the previous quarter, indicating margin pressure.
  • The consumer segment saw a significant sequential revenue decline of 28.8%, driven by seasonality and pullbacks in wearables.
  • The March quarter is expected to see a low teen sequential decline in the communications segment due to seasonality.
  • Gross margin is expected to decline further in the March quarter due to decreased license and engineering service revenue and increased manufacturing costs.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AOSL.OQ - Alpha and Omega Semiconductor Ltd
Q2 2025 Alpha and Omega Semiconductor Ltd Earnings Call
Feb 05, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. Thank you for attending today's Alpha and Omega Semiconductor fiscal Q2, 2025 earnings call. My name is Jay and I'll be your moderator for today. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers. At the end, I'm not allowed to attend the conference over to our host, Steven Paleo. Steven. You may proceed.

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Unidentified_2 [2]
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Good afternoon, everyone and welcome to Alpha and Omega Semiconductor's conference call to discuss fiscal 2025 2nd quarter,
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