AOSL · ALPHA & OMEGA SEMICONDUCTOR Ltd · Webcasts, Transcripts & Audio
$28.77
-1.17 (-3.91%)
At close · Oct 7
Return incl. dividend (before tax)
Market Cap
$834.25M
Shares
30.26M
Volume · Oct 7
150.87K
Avg daily vol (3M)
595.02K
ALPHA & OMEGA SEMICONDUCTOR Ltd Webcasts
Earnings calls, investor updates, investor days and conferences for ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲11.5%
$208.48M
$26.04M
'23 Q1
22-11-03
▼2.4%
$188.76M
$6.34M
'23 Q2
23-02-06
▼34.8%
$132.56M
−$18.91M
'23 Q3
23-05-04
▼16.7%
$161.53M
−$1.10M
'23 Q4
23-08-09
▼13.4%
$180.63M
$5.79M
'24 Q1
23-11-06
▼12.4%
$165.28M
−$2.92M
'24 Q2
24-02-06
▲13.2%
$150.06M
−$11.21M
'24 Q3
24-05-07
▼0.1%
$161.30M
−$2.73M
'24 Q4
24-08-07
▲0.7%
$181.89M
−$2.50M
'25 Q1
24-11-04
▲4.8%
$173.16M
−$6.61M
'25 Q2
25-02-05
▲9.7%
$164.63M
−$10.81M
'25 Q3
25-05-07
▲9.4%
$176.48M
−$77.06M
'25 Q4
25-08-06
▲0.3%
$182.50M
−$2.12M
'26 Q1
25-11-05
▼6.3%
$162.26M
−$13.29M
'26 Q2
26-02-05
▼0.5%
$163.79M
−$13.79M
'26 Q3
26-05-06
LATEST
▼3.5%
$170.37M
−$13.06M
'26 Q4
26-08-12
Earnings call
FY26 · Q4
2026-08-12
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2026 Earnings Call Transcript
Positive tone
R&D investment and operating expense
PC market correction and December visibility
AI revenue and gross margin mix shift
Revenue
$170.37M*
▼ 3.5% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-06-03
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-20
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-05-06
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2026 Earnings Call Transcript
Positive tone
Advanced computing / AI momentum
Gross margin and pricing environment
Smartphone segment
Revenue
$163.79M
▼ 0.5% YoY Diluted EPS
$-0.46
Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-09
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) March 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-02-26
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) February 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-02-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2026 Earnings Call Transcript
Positive tone
Strategic transformation to total solutions
Gross margin pressure and utilization
AI and advanced computing growth
Revenue
$162.26M
▼ 6.3% YoY Diluted EPS
$-0.45
Gross margin
21.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-01-16
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) January 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2025-11-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2026 Earnings Call Transcript
Positive tone
December quarter guidance and near-term headwinds
Consumer segment
Computing segment demand
Revenue
$182.50M
▲ 0.3% YoY Diluted EPS
$-0.07
Gross margin
23.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-06
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2025 Earnings Call Transcript
Confident tone
Power IC and AI/Graphics Growth
September Quarter Guidance and Digestion
Computing Segment and PC Pull-Ins
Revenue
$176.48M*
▲ 9.4% YoY Gross margin
23.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-07
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2025 Earnings Call Transcript
Positive tone
Tariff and trade policy uncertainty
Computing segment strength
AI / data center growth
Revenue
$164.63M
▲ 9.7% YoY Diluted EPS
$-0.37
Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2025 Earnings Call Transcript
Positive tone
Gross margin pressure and recovery
AI and advanced computing opportunity
Inventory correction and demand environment
Revenue
$173.16M
▲ 4.8% YoY Diluted EPS
$-0.23
Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-11-04
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2025 Earnings Call Transcript
Positive tone
Advanced computing and AI
Consumer segment
Gross margin and gross margin outlook
Revenue
$181.89M
▲ 0.7% YoY Diluted EPS
$-0.09
▼ 147.4% YoY Gross margin
24.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-07
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2024 Earnings Call Transcript
Confident tone
AI and datacenter opportunity
Computing segment
Consumer segment
Revenue
$161.30M*
▼ 0.1% YoY Gross margin
25.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-07
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2024 Earnings Call Transcript
Positive tone
Gross margin path to 30% target
Computing segment performance and outlook
Consumer segment and gaming rebound
Revenue
$150.06M
▲ 13.2% YoY Diluted EPS
$-0.39
Gross margin
23.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-02-06
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2024 Earnings Call Transcript
Balanced tone
Gross margin and utilization
Gaming inventory correction
Inventory and customer deposits
Revenue
$165.28M
▼ 12.4% YoY Diluted EPS
$-0.10
▼ 147.6% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-06
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2024 Earnings Call Transcript
Revenue
$180.63M
▼ 13.4% YoY Diluted EPS
$0.19
▼ 78.4% YoY Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-09
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2023 Earnings Call Transcript
Revenue
$161.53M*
▼ 16.7% YoY Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-04
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2023 Earnings Call Transcript
Revenue
$132.56M
▼ 34.8% YoY Diluted EPS
$-0.68
▼ 161.3% YoY Gross margin
23.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-06
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2023 Earnings Call Transcript
Revenue
$188.76M
▼ 2.4% YoY Diluted EPS
$0.21
▼ 98.4% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-03
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2023 Earnings Call Transcript
Revenue
$208.48M
▲ 11.5% YoY Diluted EPS
$0.88
▲ 3.5% YoY Gross margin
34.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-10
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2022 Earnings Call Transcript
Revenue
$193.96M*
▲ 9.4% YoY Gross margin
32.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2022 Earnings Call Transcript
Revenue
$203.24M
▲ 20.1% YoY Diluted EPS
$1.11
▲ 91.4% YoY Gross margin
35.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-02-07
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2022 Earnings Call Transcript
Revenue
$193.32M
▲ 21.7% YoY Diluted EPS
$13.54
▲ 2780.9% YoY Gross margin
35.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-04
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2022 Earnings Call Transcript
Revenue
$187.03M
▲ 23.4% YoY Diluted EPS
$0.85
▲ 136.1% YoY Gross margin
34.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-11
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2021 Earnings Call Transcript
Revenue
$177.31M*
▲ 44.9% YoY Gross margin
34.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2021 Earnings Call Transcript
Revenue
$169.21M
▲ 58.4% YoY Diluted EPS
$0.58
Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-04
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2021 Earnings Call Transcript
Revenue
$158.83M
▲ 34.8% YoY Diluted EPS
$0.47
Gross margin
30.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-11-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2021 Earnings Call Transcript
Revenue
$151.55M
▲ 28.6% YoY Diluted EPS
$0.36
▲ 800% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-11
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2020 Earnings Call Transcript
Revenue
$122.39M*
▲ 9.4% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q3 2020 Earnings Call Transcript
Revenue
$106.85M
▼ 2% YoY Diluted EPS
$-0.26
Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-02-05
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q2 2020 Earnings Call Transcript
Revenue
$117.86M
▲ 2.6% YoY Diluted EPS
$-0.04
Gross margin
20.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-11-04
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q1 2020 Earnings Call Transcript
Revenue
$117.80M
▲ 2.4% YoY Diluted EPS
$0.04
▼ 60% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–33 of 33 webcasts