secwatch.observer — SEC 8-K summary
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Issuer:     ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
CIK:        0001387467
Form:       8-K
Filed at:   2025-08-06T23:59:59+00:00
Accession:  0001628280-25-038309
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Alpha & Omega Semiconductor posts Q4 GAAP net loss of $77M with $68M goodwill impairment; guides Q1 rev $170-$178M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1387467/000162828025038309/0001628280-25-038309-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1387467/000162828025038309/aosl-20250806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-038309

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