Alpha & Omega Semiconductor Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY Revenue (est.)
$698.1Mnext fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly163.8M
Non-GAAP Gross Margin Quarterly21.7%
GAAP Operating Loss Quarterly-13.6MTarget: Sequential improvement starting June quarter
Watch Items
- AI-Server Power Architecture Mix ShiftTrigger: Accelerated adoption of 48V server power, hot-swap, eFuse, and SiC/GaN productsAction: Monitor segment revenue contribution and gross margin expansion in advanced computing
- Tier One U.S. Smartphone Customer BOM ContentTrigger: Transition to higher charging currents in premium platformsAction: Track Communications segment revenue and market share gains
- Chongqing JV Stake Sale Cash InflowTrigger: Completion of the $150 million cash sale of a 20.3% stake in the Chongqing JVAction: Verify balance sheet cash position and execution of the authorized $30 million share repurchase program
Research as of 19 Jun 2026