{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-038309","form_type":"8-K","ticker":"AOSL","cik":"0001387467","company_name":"ALPHA & OMEGA SEMICONDUCTOR Ltd","filed_at":"2025-08-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.865687+00:00","generated_at":"2026-05-17T19:02:21.596314+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Alpha & Omega Semiconductor posts Q4 GAAP net loss of $77M with $68M goodwill impairment; guides Q1 rev $170-$178M","bullets":["Q4 revenue $176.5M (+9.4% YoY); GAAP gross margin 23.4% vs. 25.7% a year ago; GAAP operating loss $11.6M.","GAAP net loss $77.1M ($2.58 EPS) includes $67.9M non-cash goodwill impairment on Power segment.","Non-GAAP Q4 net income $0.7M ($0.02 EPS) vs $2.6M ($0.09) prior year; Non-GAAP operating income $2.3M.","Fiscal 2025 revenue $649.4M; GAAP net loss $76.1M ($2.54 EPS); Non-GAAP net income $15.5M ($0.52 EPS).","Q1 FY2026 guidance: revenue $170M-$178M, GAAP gross margin 25.1%-27.0%, non-GAAP diluted EPS $0.02-$0.06."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-038309","json":"https://secwatch.observer/filing/0001628280-25-038309.json","markdown":"https://secwatch.observer/filing/0001628280-25-038309.md","text":"https://secwatch.observer/filing/0001628280-25-038309.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1387467/000162828025038309/0001628280-25-038309-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1387467/000162828025038309/aosl-20250806.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T19:02:21.596314+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}