secwatch.observer — SEC 8-K summary ====================================== Issuer: SemiLEDs Corp (LEDS) CIK: 0001333822 Form: 8-K Filed at: 2025-11-28T23:59:59+00:00 Accession: 0001193125-25-301172 Event type: earnings Sentiment: negative Materiality: 0.70 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 SemiLEDs reports Q4 net loss of $1.2M; revenue drops 25% sequentially to $13.2M ------------------------------------------------------------------------------- - Q4 GAAP net loss $1.2M ($0.15/share) vs Q3 net income of $223K ($0.03/share). - Q4 revenue $13.2M, down from $17.7M in Q3; GAAP gross margin fell to 2% from 5%. - Full-year revenue $43M vs $5.2M in FY2024; FY2025 net loss narrowed to $1.1M from $2.0M. - Cash and equivalents $2.6M at Aug 31, 2025, up from $2.4M at end of Q3 and $1.7M a year ago. - Operating margin worsened to negative 7% in Q4 vs negative 0.4% in Q3. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1333822/000119312525301172/0001193125-25-301172-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1333822/000119312525301172/leds-20251128.htm HTML page: https://secwatch.observer/filing/0001193125-25-301172 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer