Q2 2026 Alpha and Omega Semiconductor Ltd Earnings Call Transcript

Feb 5, 2026 / 10:00 PM GMT

Release Date Price: MXN812

Transcript 10-Q8-K

Key Points

Positve

Alpha & Omega Semiconductor Ltd (AOSL) delivered fiscal Q2 revenue results slightly higher than the midpoint of their guidance, reflecting seasonality across several end markets.
The company repurchased approximately $13.9 million of AOSL shares during the December quarter, indicating confidence in their strategy and execution.
AOSL is seeing tangible results in AI and graphics in smartphones through a mixed shift towards premium platforms and higher charging points.
The company is increasing critical R&D investments in areas where they hold clear differentiation and strong customer engagement.
AOSL's strategic optimization of their balance sheet, including monetizing a portion of their equity interests in the Chongqing joint venture, provides financial strength for strategic investments.

Negative

Total December quarter revenue was $162.3 million, down 6.3% year over year and down 11.1% sequentially.
Non-GAAP gross margin decreased to 22.2% from 24.1% last quarter, impacted by higher input and operation costs.
Non-GAAP EPS was a loss of $0.16 per share, compared to earnings in the previous quarter.
Operating cash flow was negative $8.1 million, including significant repayments and tax payments.
The company expects revenue for the March quarter to be approximately $160 million, indicating a slight sequential decline.

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 2026 Alpha and Omega Semiconductor Ltd Earnings Call
Feb 05, 2026 / 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 Omemega Semiconductor fiscal second quarter 2026 earnings call. My name is Victoria 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. If you'd like to ask a question, please press star, followed by 1 on your telephone keypad. I would now like to pass the conference over to Steven Pleo.

Thank you. You may proceed, Steven.

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Unidentified_2 [2]
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