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Jun 30, 2025
AOS Q4 2025 Earnings Report
Alpha and Omega Semiconductor reported its financial results for the fiscal fourth quarter and fiscal year ended June 30, 2025, with revenue increasing year-over-year and quarter-over-quarter, despite a GAAP net loss.
Key Takeaways
Alpha and Omega Semiconductor (AOS) delivered strong fiscal Q4 2025 results, with revenue reaching $176.5 million, an increase of 9.4% year-over-year, driven by record AI and graphics revenue in Computing, PC-related pull-ins, and continued momentum in wearables. Despite a GAAP net loss of $77.1 million, the company achieved non-GAAP net income of $0.7 million.
Revenue for Q4 2025 was $176.5 million, marking a 9.4% increase compared to the same quarter last year and a 7.2% increase quarter-over-quarter.
GAAP gross margin for the quarter was 23.4%, while non-GAAP gross margin stood at 24.4%.
The company reported a GAAP net loss of $77.1 million and a GAAP diluted net loss per share of $2.58, primarily due to an impairment of equity method investment.
Non-GAAP net income was $0.7 million, resulting in non-GAAP diluted earnings per share of $0.02.
Forward Guidance
For fiscal Q1 ending September 30, 2025, AOS anticipates revenue between $173 million and $193 million, with non-GAAP gross margin expected to be around 24.4%.
Positive Outlook
- Anticipated continued growth driven by seasonal strength in Communications.
- Steady demand expected in PCs and wearables.
- Non-GAAP gross margin is projected to be 24.4% plus or minus 1%, indicating stable profitability.
- Interest income is expected to be $0.5 million higher than interest expense.
- Differentiated technology, broadening product portfolio, and deepening customer relationships position AOS for long-term growth.
Challenges Ahead
- Macroeconomic uncertainties persist.
- Geopolitical uncertainties remain.
- GAAP gross margin is expected to be 23.8% plus or minus 1%, slightly lower than non-GAAP.
- GAAP operating expenses are projected to be in the range of $47.5 million, plus or minus $1 million, indicating continued operational costs.
Historical Earnings Impact
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