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Alpha And Omega Semiconductor (AOSL)
NASDAQ:AOSL
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Earnings Data
Report Date
Feb 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
$0.08Last Year’s EPS
$0.24Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 04, 2024
|% Change Since: 29.38%
|Next Earnings Date:Feb 05, 2025
Earnings Call Sentiment|Neutral
The earnings call for AOSL highlighted strong sequential growth and a strategic shift towards being a total solutions provider, with significant contributions from the Communications and Computing segments. However, challenges remain with margin compression and significant expected declines in the Consumer segment, alongside continuing pricing pressures.Company Guidance
During the Alpha and Omega Semiconductor (AOSL) Q1 2025 earnings call, the company provided guidance for the December quarter, projecting revenue to be approximately $170 million, plus or minus $10 million, with a GAAP gross margin of 24% and a non-GAAP gross margin of 25%, each plus or minus 1%. Non-GAAP operating expenses are expected to range from $38.8 million, plus or minus $1 million, while GAAP operating expenses are anticipated to be around $45 million, plus or minus $1 million. The company expects interest expense to approximately equal interest income, and income tax expense is projected to be between $1 million and $1.2 million. The projected decline in revenue is attributed to seasonal factors affecting markets such as notebooks, tablets, gaming, and wearables, partially offset by growth in desktops, graphics cards, and quick chargers.Broad-Based Demand and Growth
Revenue was $181.9 million, up 12.8% sequentially, with strong demand from PC desktops, notebooks, servers, gaming, wearables, and a Tier 1 U.S. smartphone customer.
Strategic Transition to Total Solutions Provider
The company is transitioning from a component supplier to a total solutions provider, leveraging strengths in high-performance silicon, packaging, intelligent ICs, and expanding in AI data centers.
Communications Segment Growth
Revenue in the Communications segment was up 14.2% year-over-year and 29.4% sequentially, exceeding expectations due to a Tier 1 U.S. smartphone product launch.
Improvement in Inventory Management
Net inventory decreased by $10.8 million quarter-over-quarter, with average days in inventory dropping from 148 to 125 days.
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AOSL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AOSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Nov 04, 2024 | $33.25 | $26.77 | -19.49% |
| Aug 07, 2024 | $33.47 | $35.00 | +4.57% |
| May 07, 2024 | $22.28 | $26.93 | +20.87% |
| Feb 06, 2024 | $25.74 | $23.00 | -10.64% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Alpha And Omega Semiconductor (AOSL) report earnings?
Alpha And Omega Semiconductor (AOSL) is schdueled to report earning on Feb 05, 2025, TBA Not Confirmed.
What is Alpha And Omega Semiconductor (AOSL) earnings time?
Alpha And Omega Semiconductor (AOSL) earnings time is at Feb 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AOSL EPS forecast?
AOSL EPS forecast for the fiscal quarter 2025 (Q2) is $0.08.
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