Company: AOSL
Filing Date: 2025-08-28
Form Type: 10-K
Source: 0001628280-25-041297
Chunk: 138

Company: ALPHA & OMEGA SEMICONDUCTOR Ltd
Filing Date: 2025-08-28
Form: 10-K
Item: Item 7
Chunk 138
---
,649 (1.2)%0.6 %Net loss before equity method investment loss(19,171)(6,292)(2.8)%(0.9)%Equity method investment loss(77,805)(4,789)(11.1)%(0.7)%Net loss$(96,976)$(11,081)(13.9)%(1.6)%

(1) Includes share-based compensation expense as follows:

 Year Ended June 30, 2025202420252024(in thousands)(% of revenue)Cost of goods sold$4,224 $3,434 0.6 %0.5 %Research and development8,123 5,210 1.2 %0.8 %Selling, general and administrative17,222 12,997 2.5 %2.0 %$29,569 $21,641 4.3 %3.3 %

47

Revenue

    The following is a summary of revenue by product type:

Year Ended June 30, Change20252024FY25 vs. FY24(in thousands)(in thousands)(in percentage)Power discrete$449,507 $426,146 $23,361 5.5 %Power IC229,926 205,778 24,148 11.7 %Packaging and testing services and other2,888 4,119 (1,231)(29.9)%License and development services13,841 21,231 (7,390)(34.8)%$696,162 $657,274 $38,888 5.9 %

The following is a summary of revenue by end market:

Year Ended June 30, Change20252024FY25 vs. FY24(in thousands)(in thousands)(in percentage)Computing$324,127 $282,411 $41,716 14.8 %Consumer102,309 106,364 (4,055)(3.8)%Communication123,868 114,186 9,682 8.5 %Power Supply and Industrial129,129 128,963 166 0.1 %Packaging and testing services and other2,888 4,119 (1,231)(29.9)%License and development services13,841 21,231 (7,390)(34.8)%$