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

AOS Q3 revenue $163.8 million, down 0.5% year over year; net loss $13.8 million

Mixed Impact 3 of 5 earnings Written later

Alpha and Omega Semiconductor reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue of $163.8 million, up 0.9% from the prior quarter but down 0.5% from a year earlier. GAAP net loss widened to $13.8 million, or $0.46 per diluted share, from $10.8 million, or $0.37 per share, a year earlier, and management guided fiscal fourth-quarter revenue to approximately $168 million, plus or minus $10 million.

Key points

  • Q3 revenue $163.8 million, up 0.9% sequentially and down 0.5% year over year
  • GAAP net loss $13.8 million ($0.46 per diluted share) vs. $10.8 million ($0.37) a year earlier
  • Non-GAAP net loss $8.3 million ($0.28 per share) vs. $2.9 million ($0.10) a year earlier
  • Fiscal Q4 guidance (quarter ending June 30, 2026): revenue about $168 million, plus or minus $10 million; GAAP gross margin 22.3%, plus or minus 1%

The filing

CompanyAlpha and Omega Semiconductor (AOSL)
Form8-K, current report
Filed with the SECMay 6, 2026, 4:11 PM ET
Accession number0001628280-26-031274

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 May 06, 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.