Alpha and Omega Semiconductor Limited (AOSL) reported non-GAAP revenue of $176.5 million for the fiscal fourth quarter of 2025, an increase of 9.4% year-over-year, surpassing the consensus estimate of $170.0 million. Non-GAAP earnings per share (EPS) were $0.02, exceeding the projected non-GAAP loss of $0.01.
The company reported a GAAP net loss of $77.1 million, or $2.58 per share, which included a significant $76.8 million GAAP impairment charge on its equity method joint venture investment in China. Non-GAAP gross margin for the quarter was 24.4%, down 2 percentage points from the previous year, reflecting the loss of high-margin licensing revenues.
The Computing segment showed strong demand, with record levels in AI and graphics product shipments, alongside PC-related pull-ins due to tariff uncertainties. For the fiscal first quarter of 2026, AOSL projects revenue of $183 million, plus or minus $10 million, implying approximately 3.7% sequential growth at the midpoint, with non-GAAP gross margin expected at 24.4%.
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