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Cerebras Systems vs Alpha & Omega Semiconductor: CBRS and AOSL compared
Cerebras Systems is the larger company: $180M of revenue in its latest quarter (Q2 2026) against $178M for Alpha & Omega Semiconductor (Q1 FY27). Cerebras Systems is growing faster (+74% against -3% a year earlier). Alpha & Omega Semiconductor is more profitable, with an operating margin of -5.1% against -265.0%.
Where the money goes: CBRS and AOSL
Cerebras Systems (CBRS) · Q2 2026
Cerebras Systems, Q2 2026: revenue $180M (+74% year over year), operating margin -265.0%, net loss $451M, operating cash flow −$59.8M. The chart follows the revenue to costs, profit and cash.
Alpha & Omega Semiconductor (AOSL) · Q1 FY27
Alpha & Omega Semiconductor, Q1 FY27: revenue $178M (-3% year over year), operating margin -5.1%, net loss $6.1M, operating cash flow $5.6M. The chart follows the revenue to costs, profit and cash.
| Cerebras Systems (CBRS) | Alpha & Omega Semiconductor (AOSL) | |
|---|---|---|
| Latest quarter | Q2 2026 | Q1 FY27 |
| Revenue | $180M | $178M |
| Revenue growth, Y/Y | +74% | -3% |
| Operating margin | -265.0% | -5.1% |
| Net earnings | −$451M | −$6.1M |
| Net margin | -250.1% | -3.5% |
| Operating cash flow | −$59.8M | $5.6M |
Where the revenue comes from
Cerebras Systems
- Service: $126M (70%)
- Product: $54.1M (30%)
Alpha & Omega Semiconductor
- Power discrete: $137M (77%)
- Power IC: $38.7M (22%)
- Packaging and testing services and other: $1.9M (1%)
Questions
Which is bigger, Cerebras Systems or Alpha & Omega Semiconductor?
Cerebras Systems is the larger company: $180M of revenue in its latest quarter (Q2 2026) against $178M for Alpha & Omega Semiconductor (Q1 FY27).
Is Cerebras Systems or Alpha & Omega Semiconductor growing faster?
Cerebras Systems is growing faster (+74% against -3% a year earlier).
Which is more profitable, Cerebras Systems or Alpha & Omega Semiconductor?
Alpha & Omega Semiconductor is more profitable, with an operating margin of -5.1% against -265.0%.
More: Cerebras Systems earnings · how Cerebras Systems makes money · Alpha & Omega Semiconductor earnings · how Alpha & Omega Semiconductor makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 12, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.