Company: AOSL
Filing Date: 2025-11-06
Form Type: 10-Q
Source: 0001387467-25-000066
Chunk: 75

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-11-06
Form: 10-Q
Item: Item 8
Chunk 75
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265 0.5 %0.6 %Interest expenses(360)(812)(0.2)%(0.4)%Net loss before income taxes and equity method investment income (loss)(1,584)(449)(0.9)%-0.009(0.4)%Income tax expense 1,927 1,040 1.1 %0.6 %Net loss before equity method investment income (loss)(3,511)(1,489)(2.0)%(1.0)%Equity method investment income (loss) 1,389 (1,007)0.8 %(0.6)%Net loss$(2,122)$(2,496)(1.2)%(1.6)%

30

Share-based compensation expense was recorded as follows:Three Months Ended September 30, 2025202420252024(in thousands)(% of revenue)Cost of goods sold$1,065 $1,015 0.6 %0.6 %Research and development1,859 1,935 1.0 %1.1 %Selling, general and administrative4,208 3,952 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 %