secwatch.observer — SEC 8-K summary
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Issuer:     ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
CIK:        0001387467
Form:       8-K
Filed at:   2026-08-12T20:11:41+00:00
Accession:  0001628280-26-056197
Event type: earnings
Sentiment:  negative
Materiality: 0.60
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AOS reports Q4 FY26 net loss of $13.1M; revenue $170.4M, down 3.5% YoY
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- Q4 FY26 revenue $170.4M, up 4% sequentially from $163.8M but down 3.5% YoY from $176.5M.
- GAAP net loss $13.1M ($0.43 diluted EPS), improved from $77.1M loss ($2.58 EPS) in year-ago quarter.
- Non-GAAP net loss $4.0M ($0.13 diluted EPS) vs $0.7M income a year ago; non-GAAP operating loss $4.8M.
- GAAP gross margin 23.1% (23.7% non-GAAP) vs 23.4% GAAP and 24.4% non-GAAP in Q4 FY25.
- CFO Yifan Liang said on the call he will provide guidance for the September 2026 quarter.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1387467/000162828026056197/0001628280-26-056197-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1387467/000162828026056197/aosl-20260812.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-056197

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