Alpha & Omega Semiconductor Ltd (MEX:AOSL)
MXN 812 (0%) Market Cap: 15.72 Bil Enterprise Value: 13.57 Bil PE Ratio: 0 PB Ratio: 0.94 GF Score: 82/100
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Q3 2025 Alpha and Omega Semiconductor Ltd Earnings Call Transcript

May 07, 2025 / 09:00PM GMT
Release Date Price: MXN812

Key Points

Positve
  • Alpha & Omega Semiconductor Ltd (AOSL) delivered fiscal Q3 revenue and EPS results at the high end of their guidance, driven by better-than-expected demand in computing.
  • The Computing segment saw a significant increase, with revenue up nearly 15% year over year, driven by tablets and notebooks.
  • The company is advancing its transformation from a component supplier to a total solutions provider, aiming to expand market share and increase BOM content.
  • AOSL achieved a design win in a data center application, indicating successful penetration into new markets.
  • The company expects revenue growth in calendar 2025, driven by new market expansion, market share gains, and increased BOM content.
Negative
  • Non-GAAP EPS was a loss of $0.10, indicating financial challenges despite revenue growth.
  • Total revenue declined 4.9% sequentially, reflecting some volatility in quarterly performance.
  • Licensing revenue began to wind down in the March quarter, impacting overall revenue.
  • Visibility for the second half of 2025 remains uncertain due to macroeconomic, geopolitical, and trade-related uncertainties.
  • Non-GAAP gross margin decreased to 22.5% from 24.2% last quarter, primarily due to lower license and engineering service revenue.
Operator

Good afternoon. Thank you for attending today's Alpha and Omega Semiconductor fiscal Q3 2025 earnings call. My name is Cole, and I'll be the moderator for today's call. (Operator Instructions)

I'd now like to turn the call over to Stephen Pelayo. Please go ahead.

Steven Pelayo
Alpha and Omega Semiconductor Ltd - Investor Inquiries

Good afternoon, everyone, and welcome to Alpha and Omega Semiconductor's conference call to discuss fiscal 2025 third-quarter financial results for the quarter ended March 31, 2025. I'm Stephen Pelayo, Investor Relations representative for AOS. With me today are Stephen Chang, our CEO; and Yifan Liang, our CFO. This call is being recorded and broadcast live over the web. A replay will be available for seven days following the call via the link in the Investor Relations section of our website.

Our call will proceed as follows today. Stephen will begin business updates, including strategic highlights and a detailed segment report. After that, Yifan will review the financial results and provide guidance for the June

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