Alpha And Omega Stock Price, News & Analysis

Alpha and Omega Semiconductor (AOSL) reported fiscal Q2 2025 results with revenue of $173.2 million, showing a 4.8% decrease quarter-over-quarter but a 4.8% increase year-over-year. The company experienced declining margins, with GAAP gross margin falling to 23.1% from 24.5% in the previous quarter and 26.6% year-over-year.

GAAP operating loss widened to $5.9 million, with net loss per diluted share at $0.23. Non-GAAP metrics showed better performance with operating income of $3.0 million and net income per share of $0.09, though both declined from previous periods. The company maintained strong liquidity with $182.6 million in cash and cash equivalents, generating $14.1 million in operating cash flow.

Management noted strength in Communications and Industrial segments, particularly in graphics cards, quick chargers, PC desktops, and power tools, but expects seasonal decline in the March quarter for smartphone battery PCM and quick chargers markets.

Alpha and Omega Semiconductor (AOSL) has scheduled the release of its fiscal second quarter financial results for Wednesday, February 5, 2025, after market close. The results will cover the period ended December 31, 2024. The announcement will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET.

The company will review financial results and discuss business matters during the call, which will be accessible via phone (+1 (833) 470 1428 for US/Canada, +1 (404) 975 4839 for international, access code: 034315) and webcast through the investor relations website. Both the webcast replay and telephone replay will be available for seven days following the live call.

Alpha and Omega Semiconductor (AOSL) has announced its upcoming participation in the 27th Annual Needham Growth Conference. The event is scheduled for January 15, 2025, and will take place at the Lotte New York Palace Hotel in New York City. During the conference, company management will be available to meet with institutional investors in one-on-one sessions. Interested portfolio managers and analysts can arrange meetings through their Needham institutional sales representatives.

Alpha and Omega Semiconductor (AOSL) has launched the AOZ73016QI, a 16-Phase, 2-rail controller designed to NVIDIA's latest OpenVReg16 specifications. The controller features AOS' proprietary Advanced Transient Modulator control scheme and supports both DrMOS and Smart Power Stages for AI server and graphic card power solutions.

The AOZ73016QI offers superior current balance and can handle phase doubling or tripling without additional components, supporting up to a 48-phase design. When combined with AOS' power stages, it demonstrates significant power efficiency, showing 14W lower power loss per 5x5 DrMOS power stage compared to competitors during peak current events.

The controller includes features like RDS(on) sensing, automatic phase management, and PMBUS interface compatibility. It's immediately available at $4.00 per unit in 1,000-piece quantities with a 12-16 week lead time.

Alpha and Omega Semiconductor (AOSL) has launched AOZ73004CQI, the world's first 4-Phase controller for Blackwell GPUs with full OpenVReg OVR4-22 compliance. The controller features cycle-by-cycle current limit control, deep-off and shallow-off power states for minimal power consumption, and can triple the PWMVID slew rate up to 30mV/us.

The AOZ73004CQI can be paired with AOS' DrMOS devices, enabling creation of high-power solutions with up to 12 power stages. For AI server applications with 12V input, AOS offers AOZ5310NQI-A DrMOS, while laptop GPU applications with 20V input can use AOZ5316NQI/AOZ5317NQI/AOZ5318NQI DrMOS power stages.

The product is immediately available in production quantities with a 12-16 week lead time, priced at $1.2 per unit in 1,000-piece quantities.

Alpha and Omega Semiconductor (AOSL) has announced its participation in the 13th Annual NYC Summit, an investor conference scheduled for December 17, 2024. The event will be held at Mastro's Steakhouse New York, where AOSL will join 17 other companies as co-hosts. This gathering serves as a platform for investors to engage with company management in a conference setting.

Alpha and Omega Semiconductor (AOSL) reported fiscal Q1 2025 results with revenue of $181.9 million, up 12.8% quarter-over-quarter and 0.7% year-over-year. GAAP gross margin declined to 24.5% from 28.2% year-over-year, with a GAAP net loss of $0.09 per share. Non-GAAP net income was $0.21 per share. The company saw growth across major segments, with seasonal strength in smartphones, computing, tablets, gaming, and wearables. Management expects a typical seasonal decline in notebooks and smartphones for the December quarter, partially offset by growth in Computing and Industrial segments.

Alpha and Omega Semiconductor (AOS) (Nasdaq: AOSL) announced its participation in electronica 2024, where it will showcase its latest power semiconductor solutions. The company will exhibit products for various applications, including:

1. Automotive and Industrial: Gen2 SiC MOSFETs with AEC-Q101 qualification and SiC modules for charging stations and solar inverters.

2. Motor Drive ICs: New 60V and 100V driver ICs for power tools, garden equipment, and e-mobility applications.

3. Power Supply and Renewable Energy: αMOS5™ 600V to 700V Super Junction MOSFETs for server, telecom, solar, and EV charger applications.

4. Innovative Packaging: Advanced packaging solutions like double-sided cooling DFN 5x6 and LFPAK 5x6.

5. Automotive and E-mobility: New 80V and 100V MOSFETs in TOLL package for electric vehicles and battery management systems.

6. Intelligent Power Modules: Mega IPM7 series for compact motor control applications.

The event will take place from November 12-15, 2024, at Messe Munchen, Munich, Germany. AOS will be located in Hall C4, Booth #102.

Alpha and Omega Semiconductor (AOS) (Nasdaq: AOSL) has announced that it will release its fiscal first quarter financial results for the period ended September 30, 2024, on Monday, November 4, 2024, after market close. The company will host a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET on the same day to discuss the results and other business matters.

Investors can access the call by dialing +1 (833) 470 1428 (US) or +1 (404) 975 4839 (international) with access code 649755. A live webcast will be available on the company's investor relations website. Both a webcast replay and telephone replay will be available for seven days following the call.