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

AOS posts $77.1M Q4 net loss on $76.8M impairment as revenue rises 9.4%

Mixed Impact 4 of 5 earnings Written later

Alpha and Omega Semiconductor reported fiscal fourth-quarter revenue of $176.5 million, up 9.4% from a year earlier, and guided fiscal first-quarter revenue to $183 million plus or minus $10 million. GAAP net loss widened to $77.1 million, or $2.58 per diluted share, mainly because of a $76.8 million impairment of its equity method investment, while non-GAAP diluted EPS was $0.02 versus $0.09 a year earlier.

Key points

  • Q4 revenue $176.5 million, up 9.4% year over year and 7.2% sequentially; GAAP gross margin 23.4% versus 25.7% a year earlier
  • GAAP net loss $77.1 million ($2.58 per diluted share) versus a $2.7 million loss ($0.09 per share) a year earlier, including a $76.8 million equity method investment impairment
  • Fiscal 2025 revenue $696.2 million versus $657.3 million; GAAP net loss $97.0 million ($3.30 per share) versus $11.1 million

The filing

CompanyAlpha and Omega Semiconductor (AOSL)
Form8-K, current report
Filed with the SECAug 6, 2025, 4:01 PM ET
Accession number0001628280-25-038309

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing 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 August 06, 2025.

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