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Alpha and Omega Semiconductor Limited (AOSL) Q2 2025 Earnings Call Transcript

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Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2025 Earnings Conference Call February 5, 2025 5:00 PM ET

Company Participants

Steven Pelayo – The Blueshirt Group
Stephen Chang – Chief Executive Officer
Yifan Liang – Chief Financial Officer

Conference Call Participants

Craig Ellis – B. Riley Securities
David Williams – Benchmark
Jeremy Kwan – Stifel

Operator

Good afternoon. Thank you for attending today’s Alpha & Omega Semiconductor Fiscal Q2 2025 Earnings Call. My name is Jaylin. I’ll be moderating for today. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end.

I’d now like to turn the conference over to our host, Steven Pelayo. Steven, you may proceed.

Steven Pelayo

Good afternoon, everyone, and welcome to Alpha and Omega Semiconductor’s conference call to discuss fiscal 2025 second quarter financial results. I’m Steven Pelayo, Investor Relations Representative for AOS. With me today are Stephen Chang, our CEO, and Yifan Liang, our CFO. This call is being recorded and broadcast live over the web. A replay will be available for seven days following the call via the link in the Investor Relations section of our website.

Our call will proceed as follows today. Stephen will begin business updates, including strategic highlights, and a detailed segment report. After that, Yifan will review the financial results and provide guidance for the March quarter. Finally, we will have a Q&A session.

The earnings release was distributed over the wire today, February 5, 2025, after the market closed. The release is also posted on the company’s website. Our earnings release and this presentation include non-GAAP financial measures. We use non-GAAP measures because we believe they provide useful information about our operating performance that should be considered by investors in conjunction with the GAAP measures.

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