Q1 2026 Alpha and Omega Semiconductor Ltd Earnings Call Transcript

Nov 5, 2025 / 10:00 PM GMT

Release Date Price: MXN812

Transcript 10-Q8-K

Key Points

Positve

Revenue for fiscal Q1 2026 was $182.5 million, marking a 3.4% sequential increase and a slight year-over-year growth.
Power IC revenue increased significantly by 37.3% year over year, reaching a record high and now represents nearly 40% of total product revenue.
The company announced support for 800 Volt DC power architecture, a significant advancement for next-generation AI data centers.
Alpha & Omega Semiconductor Ltd (AOSL) received a $94 million installment from the sale of a portion of its equity interest in a China joint venture, which will be used to accelerate strategic investments.
The company is expanding its footprint in high-performance computing and data center markets, driven by new system designs and architecture changes.

Negative

Non-GAAP gross margin decreased to 24.1% from 25.5% a year ago, primarily due to higher operational costs.
The computing segment is expected to decline nearly 20% sequentially in the December quarter due to post-holiday seasonal cooling and digestion phases in AI and graphics cards.
Consumer segment revenue was down 25.8% year over year and is forecasted to decline further in the December quarter.
Power supply and industrial segment revenue declined 12.4% year over year and 5.6% sequentially, with weaker demand in AC DC power supplies and quick chargers.
The company anticipates a sequential decline in revenue for the December quarter, with guidance set at approximately $160 million, reflecting typical seasonality and market recalibration.

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

AOSL.OQ - Alpha and Omega Semiconductor Ltd
Q1 2026 Alpha and Omega Semiconductor Ltd Earnings Call
Nov 05, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Afternoon.

Thank you for attending today's Alpha and Omega semiconductor fiscal Q1 2026 Ernie's call. My name is Jayla and I'll be a moderator for today. Our lines would be muted during the presentation portion of the call with an opportunity for questions and answers at the end. At this time, I'd like to pass the conference over to the investor relations representative for AOS, Steven Paleo. Please proceed.

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Unidentified_2 [2]
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Good afternoon everyone, and welcome to Alpha and Omega semiconductors conference call to

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