AI brief of an SEC Form 8-K · Alpha and Omega Semiconductor (AOSL)

Alpha and Omega Semiconductor Q2 revenue falls 6.3% to $162.3 million, loss widens

Negative Impact 3 of 5 earnings Written later

Alpha and Omega Semiconductor reported fiscal second-quarter 2026 revenue of $162.3 million, down 6.3% from a year earlier, and a GAAP net loss of $13.3 million, compared with $6.6 million a year earlier. Guidance for the March quarter calls for revenue of about $160 million, plus or minus $10 million, so shareholders face a weaker top line and continued losses.

Key points

  • Q2 revenue was $162.3 million, down from $173.2 million a year earlier and $182.5 million in the prior quarter
  • GAAP net loss was $13.3 million, or $0.45 per diluted share, versus a $6.6 million loss, or $0.23 per share, a year earlier
  • Fiscal Q3 guidance (ending March 31, 2026): revenue about $160 million, plus or minus $10 million; GAAP gross margin 20.2%, plus or minus 1%
  • Cash and cash equivalents were $196.3 million at December 31, 2025; operating activities used $8.1 million in the quarter

The filing

CompanyAlpha and Omega Semiconductor (AOSL)
Form8-K, current report
Filed with the SECFeb 5, 2026, 4:01 PM ET
Accession number0001387467-26-000012

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:07 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.