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NASDAQ:AOSL
Alpha and Omega Semiconductor Limited Stock Earnings Reports
$26.29
-0.430 (-1.61%)
At Close: Mar 21, 2025
Alpha and Omega Semiconductor Limited Earnings Calls
Q4 2024
Beat
$0.0900 (12.50%)
| Release date | Feb 05, 2025 |
| EPS estimate | $0.0800 |
| EPS actual | $0.0900 |
| EPS Surprise | 12.50% |
| Revenue estimate | 170.067M |
| Revenue actual | 173.156M |
| Revenue Surprise | 1.82% |
Q3 2024
Missed
$0.210 (-4.55%)
| Release date | Nov 04, 2024 |
| EPS estimate | $0.220 |
| EPS actual | $0.210 |
| EPS Surprise | -4.55% |
| Revenue estimate | 180.07M |
| Revenue actual | 181.887M |
| Revenue Surprise | 1.01% |
Q2 2024
Beat
$0.0900 (80.00%)
| Release date | Aug 07, 2024 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0900 |
| EPS Surprise | 80.00% |
| Revenue estimate | 160.03M |
| Revenue actual | 161.296M |
| Revenue Surprise | 0.791% |
Q1 2024
Beat
-$0.0400 (71.43%)
| Release date | May 07, 2024 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.0400 |
| EPS Surprise | 71.43% |
| Revenue estimate | 150M |
| Revenue actual | 150.06M |
| Revenue Surprise | 0.0400% |
Last 4 Quarters for Alpha and Omega Semiconductor Limited
Below you can see how AOSL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Q1 2024
Beat
| Release date | May 07, 2024 |
| Fiscal end date | Mar 31, 2024 |
| Price on release | $22.28 |
| EPS estimate | -$0.140 |
| EPS actual | -$0.0400 |
| EPS surprise | 71.43% |
| Date | Price |
|---|---|
| May 01, 2024 | $21.07 |
| May 02, 2024 | $21.90 |
| May 03, 2024 | $22.36 |
| May 06, 2024 | $22.16 |
| May 07, 2024 | $22.28 |
| May 08, 2024 | $26.93 |
| May 09, 2024 | $27.09 |
| May 10, 2024 | $27.00 |
| May 13, 2024 | $27.19 |
| 4 days before | 5.74% |
| 4 days after | 22.04% |
| On release day | 20.87% |
| Change in period | 29.05% |
Q2 2024
Beat
| Release date | Aug 07, 2024 |
| Fiscal end date | Jun 30, 2024 |
| Price on release | $33.47 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0900 |
| EPS surprise | 80.00% |
| Date | Price |
|---|---|
| Aug 01, 2024 | $38.25 |
| Aug 02, 2024 | $34.81 |
| Aug 05, 2024 | $34.26 |
| Aug 06, 2024 | $34.50 |
| Aug 07, 2024 | $33.47 |
| Aug 08, 2024 | $35.00 |
| Aug 09, 2024 | $36.21 |
| Aug 12, 2024 | $34.78 |
| Aug 13, 2024 | $36.06 |
| 4 days before | -12.50% |
| 4 days after | 7.74% |
| On release day | 4.57% |
| Change in period | -5.73% |
Q3 2024
Missed
| Release date | Nov 04, 2024 |
| Fiscal end date | Sep 30, 2024 |
| Price on release | $33.25 |
| EPS estimate | $0.220 |
| EPS actual | $0.210 |
| EPS surprise | -4.55% |
| Date | Price |
|---|---|
| Oct 29, 2024 | $36.63 |
| Oct 30, 2024 | $34.96 |
| Oct 31, 2024 | $33.04 |
| Nov 01, 2024 | $34.00 |
| Nov 04, 2024 | $33.25 |
| Nov 05, 2024 | $26.77 |
| Nov 06, 2024 | $27.34 |
| Nov 07, 2024 | $27.24 |
| Nov 08, 2024 | $26.49 |
| 4 days before | -9.23% |
| 4 days after | -20.33% |
| On release day | -19.49% |
| Change in period | -27.68% |
Q4 2024
Beat
| Release date | Feb 05, 2025 |
| Fiscal end date | Dec 31, 2024 |
| Price on release | $43.33 |
| EPS estimate | $0.0800 |
| EPS actual | $0.0900 |
| EPS surprise | 12.50% |
| Date | Price |
|---|---|
| Jan 30, 2025 | $37.42 |
| Jan 31, 2025 | $38.42 |
| Feb 03, 2025 | $38.80 |
| Feb 04, 2025 | $43.15 |
| Feb 05, 2025 | $43.33 |
| Feb 06, 2025 | $41.72 |
| Feb 07, 2025 | $39.85 |
| Feb 10, 2025 | $37.15 |
| Feb 11, 2025 | $35.43 |
| 4 days before | 15.79% |
| 4 days after | -18.23% |
| On release day | -3.72% |
| Change in period | -5.32% |
Alpha and Omega Semiconductor Limited Earnings Call Transcript Summary of Q4 2024
Expecting continued growth here.
Consumer Segment: Revenue down 35.5% YoY, but up 19.7% sequentially, propelled by gaming and home appliances. Positive seasonal trends anticipated.
Communications Segment: Revenue increased 59% YoY with expectations of continued strength from U.S. smartphone customers.
Power Supply & Industrial: Revenue declined 33.7% YoY but was up 11.3% sequentially; growth expected in quick chargers and AC-DC power supplies.
Future Outlook
- September Quarter Guidance: Projected revenue of approximately $180 million (+/- $10 million) with non-GAAP gross margin expected to remain steady at around 26.4%.
- Market Trends: Focused on transitioning from a component supplier to a total solutions provider, particularly in AI and advanced computing. Opportunity for growth identified in e-mobility and other adjacent markets.
Strategic Developments
- AI and GPU Market: The company is experiencing robust demand in AI-related applications, planning further adoption of multiphase controllers and advanced power solutions in GPU and AI accelerator cards.
- Product Development: Exploring new technologies in advanced packaging to increase bill-of-materials content across various applications.
Key Trends
- Inventory Corrections: Inventory adjustments across most end markets are largely completed, leading to more predictable demand.
- Sustainability Focus: AOS aims to capitalize on trends towards more efficient energy solutions across its product offerings.
Closing Remarks
Management is optimistic about future growth, buoyed by advanced technology and a diversified product portfolio. The strategy involves capturing share in emerging markets while reinforcing key customer relationships.
Investors should consider the underlying trends in demand and AOS’s strategic pivot towards solutions that encompass a broader technology stack as positive indicators for future growth potential.
Alpha and Omega Semiconductor Limited Earnings History
Earnings Calendar
FAQ
When is the earnings report for AOSL?
Alpha and Omega Semiconductor Limited (AOSL) has scheduled its earnings report for May 06, 2025 after the markets close.
What is the AOSL price-to-earnings (P/E) ratio?
AOSL P/E ratio as of Mar 21, 2025 (TTM) is -34.52.
What is the AOSL EPS forecast?
The forecasted EPS (Earnings Per Share) for Alpha and Omega Semiconductor Limited (AOSL) for the first fiscal quarter 2025 is -$0.160.
What are Alpha and Omega Semiconductor Limited's retained earnings?
On its balance sheet, Alpha and Omega Semiconductor Limited reported retained earnings of $173.16 million for the latest quarter ending Dec 31, 2024.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
