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AOSL

Alpha and Omega Semiconductor·NASDAQ
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AOSL fundamentals

Alpha and Omega Semiconductor (AOSL) released its earnings on Feb 5, 2026: revenue was 162.26M (YoY -6.29%), beat estimates; EPS was -0.16 (YoY -277.78%), missed estimates.
Revenue / YoY
162.26M
-6.29%
EPS / YoY
-0.16
-277.78%
Report date
Feb 5, 2026
AOSL Earnings Call Summary for Q2,2026
  • Q2 Results: Revenue $162.3M (-6.3% YoY), Non-GAAP EPS loss $0.16, driven by AI data center and smartphone growth.
  • Strategy Focus: Accelerating R&D (25% YoY) in AI, graphics, and smartphones, with $150M JV sale proceeds.
  • March Quarter Outlook: Sequential low single-digit decline, June quarter marks growth inflection.
  • Gross Margin: Q3 margin dip to 21%, rebounding to 24%+ in Q4 as production resumes.
  • Key Risks: PC market constrained by memory shortages, but BOM content expansion offsets.
EPS
Q4,undefined
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
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Q1,2020
Q2,2020
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Q3,2022
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Q1,2023
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Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Actual
0.110.290.550.650.770.951.061.21.340.951.20.67-0.210.190.330.24-0.040.090.210.09-0.10.020.13-0.16
Forecast
0.04330.15250.50670.53670.550.74570.94671.04451.1790.85921.20670.8067-0.19330.02330.31670.15-0.140.04330.220.08-0.1667-0.010.09-0.0833
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+154.04%
+90.16%
+8.55%
+21.11%
+40.00%
+27.40%
+11.97%
+14.89%
+13.66%
+10.57%
-0.56%
-16.95%
-8.64%
+715.45%
+4.20%
+60.00%
+71.43%
+107.85%
-4.55%
+12.50%
+40.01%
+300.00%
+44.44%
-92.08%
Revenue
Q4,undefined
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
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Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Actual
----------------------106.85M122.40M151.55M158.80M169.21M177.31M187.03M193.30M203.24M193.96M208.50M188.76M132.56M161.53M180.63M165.28M150.06M161.30M181.89M173.16M164.60M176.50M182.50M162.26M
Forecast
----------------------106.67M119.00M150.03M153.03M157.07M170.00M180.00M188.00M194.03M190.00M210.00M194.93M130.07M155.77M180.03M165.00M150.13M160.03M180.07M176.93M157.23M170.03M183.17M160.67M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+0.17%
+2.86%
+1.01%
+3.77%
+7.73%
+4.30%
+3.91%
+2.82%
+4.74%
+2.08%
-0.71%
-3.17%
+1.92%
+3.70%
+0.33%
+0.17%
-0.05%
+0.79%
+1.01%
-2.13%
+4.69%
+3.80%
-0.36%
+0.99%

Earnings Call