secwatch.observer — SEC 8-K summary
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Issuer:     ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
CIK:        0001387467
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001387467-26-000012
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AOSL reports fiscal Q2 2026 net loss of $13.3M; revenue falls 11% QoQ
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- Revenue $162.3M, down from $182.5M QoQ and $173.2M YoY; gross margin fell to 21.5%.
- GAAP diluted EPS -$0.45 vs -$0.07 in prior quarter and -$0.23 a year ago.
- Non-GAAP net loss of $4.7M (-$0.16 EPS) vs non-GAAP net income of $4.2M ($0.13 EPS) in prior quarter.
- Operating loss widened to $13.6M from $4.6M QoQ and $5.9M YoY.
- Management noted end-market weakness; Q3 guidance remains to be seen.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1387467/000138746726000012/0001387467-26-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1387467/000138746726000012/aosl-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001387467-26-000012

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