Company: AOSL
Filing Date: 2025-05-08
Form Type: 10-Q
Source: 0001387467-25-000044
Chunk: 97

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-05-08
Form: 10-Q
Item: Item 8
Chunk 97
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349)(3.8)%(1.5)%

34

Share-based compensation expense was recorded as follows:Three Months Ended March 31,Nine Months Ended March 31, 20252024202520242025202420252024(in thousands)(% of revenue)(in thousands)(% of revenue)Cost of goods sold$1,047 $1,424 0.6 %0.9 %$3,185 $3,140 0.6 %0.6 %Research and development1,890 2,163 1.1 %1.4 %6,018 4,586 1.2 %0.9 %Selling, general and administrative4,199 4,878 2.6 %3.3 %12,785 10,348 2.5 %2.1 %Total$7,136 $8,465 4.3 %5.6 %$21,988 $18,074 4.3 %3.6 %

Three and Nine Months Ended March 31, 2025 and 2024  

Revenue

The following is a summary of revenue by product type:

Three Months Ended March 31,Nine Months Ended March 31,20252024Change20252024Change(in thousands)(in thousands)(in percentage)(in thousands)(in thousands)(in percentage)Power discrete$106,822 $93,815 $13,007 13.9 %$342,232 $324,093 $18,139 5.6 %Power IC54,576 49,990 4,586 9.2 %161,251 153,032 8,219 5.4 %Packaging and testing services and other438 1,204 (766)(63.6)%2,354 2,694 (340)(12.6)%License and development services2,799 5,051 (2,252)(44.6)%13,841 16,159 (2,318)(14.3)%$164,635 $150,060 $14,575 9.7 %$519,678 $495,978 $23,700 4.8 %

The following is a summary of revenue by end market:

Three Months Ended March 31,Nine Months Ended March