secwatch.observer — SEC 8-K summary
======================================

Issuer:     ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
CIK:        0001387467
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0001387467-25-000064
Event type: earnings
Sentiment:  negative
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AOS Q1 FY2026: rev $182.5M, GAAP op loss $4.6M, non-GAAP NI $4.2M ($0.13 EPS)
-----------------------------------------------------------------------------

- Revenue $182.5M vs $181.9M YoY (flat); GAAP gross margin 23.5% down from 24.5%.
- GAAP operating loss $4.6M vs loss $0.3M YoY; GAAP net loss $2.1M ($0.07 diluted loss) vs $2.5M.
- Non-GAAP operating income $2.5M vs $7.8M YoY; non-GAAP net income $4.2M ($0.13 EPS) vs $6.4M ($0.21).
- Sequentially, revenue up 3.4% from $176.5M; GAAP net loss improved from $77.1M loss (prior Q included large charge).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1387467/000138746725000064/0001387467-25-000064-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1387467/000138746725000064/aosl-20251105.htm
  HTML page:      https://secwatch.observer/filing/0001387467-25-000064

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer