Company: AOSL
Filing Date: 2025-11-06
Form Type: 10-Q
Source: 0001387467-25-000066
Chunk: 36

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-11-06
Form: 10-Q
Item: Item 1
Chunk 36
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952 2.3 %2.2 %Total$7,132 $6,902 3.9 %3.9 %

Three Months Ended September 30, 2025 and 2024  

Revenue

The following is a summary of revenue by product type:

Three Months Ended September 30,20252024Change(in thousands)(in thousands)(in percentage)Power discrete$108,506 $122,454 $(13,948)(11.4)%Power IC72,708 52,940 19,768 37.3 %Packaging and testing services and other1,287 852 435 51.1 %License and development services— 5,641 (5,641)(100.0)%$182,501 $181,887 $614 0.3 %

The following is a summary of revenue by end market:

Three Months Ended September 30, 2025202420252024 (in thousands)(% of revenue)Computing$97,131 $76,411 53.2 %42.0 %Consumer23,514 31,696 12.9 %17.4 %Communication32,667 35,426 17.9 %19.5 %Power Supply and Industrial27,902 31,861 15.3 %17.5 %Packaging and testing services and other1,287 852 0.7 %0.5 %License and development services— 5,641 — %3.1 %$182,501 $181,887 100.0 %100.0 %

Total revenue was $182.5 million for the three months ended September 30, 2025, an increase of $0.6 million, or 0.3% as compared to $181.9 million for the same quarter last year.  The increase was primarily due to an increase of $19.8 million in sales of power IC products and an increase of $0.4 million in packaging and testing services and other, partially offset by a decrease of $13.9 million in sales of power discrete products, as well as a decrease of $5.6 million in license and development services.  The net increase in power discrete products and power IC products sales was primarily due to a 0.4% increase in unit shipment and a 2.9%