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Mar 31, 2025
AOS Q3 2025 Earnings Report
Reported financial results for the fiscal third quarter of 2025
Key Takeaways
AOS reported fiscal Q3 2025 results at the high-end of guidance, with revenue of $164.6 million, a 9.7% increase year-over-year. The company experienced strength in Computing and better-than-expected demand in tablets, despite a seasonal decline from the prior quarter. Both GAAP and non-GAAP gross margins decreased compared to the prior quarter and the same quarter last year. The company posted a GAAP net loss of $10.8 million and a non-GAAP net loss of $2.9 million.
Revenue for fiscal Q3 2025 was $164.6 million, up 9.7% year-over-year.
GAAP gross margin was 21.4%, down from 23.7% in the same quarter last year.
Non-GAAP gross margin was 22.5%, down from 25.2% in the same quarter last year.
GAAP net loss per diluted share was $0.37, compared to $0.39 net loss per share a year ago.
Forward Guidance
For the fiscal fourth quarter of 2025, AOS expects revenue to be approximately $170 million, plus or minus $10 million. GAAP gross margin is projected to be 22.9%, plus or minus 1%, and non-GAAP gross margin is expected to be 24.0%, plus or minus 1%. GAAP operating expenses are anticipated to be in the range of $47.1 million, plus or minus $1 million, with non-GAAP operating expenses in the range of $40.2 million, plus or minus $1 million. Interest expense is expected to be approximately equal to interest income, and income tax expense is projected to be in the range of $0.9 million to $1.1 million.
Positive Outlook
- Revenue expected to increase from Q3 2025 levels.
- GAAP gross margin expected to improve slightly from Q3 2025.
- Non-GAAP gross margin expected to improve from Q3 2025.
- Non-GAAP operating expenses expected to decrease slightly from Q3 2025.
- Interest expense and income expected to be approximately equal.
Challenges Ahead
- Revenue guidance includes a range of plus or minus $10 million, indicating potential variability.
- GAAP operating expenses expected to increase from Q3 2025 levels.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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