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

AOS Q4 revenue falls 3.5% to $170.4 million; first-quarter revenue guided to $176 million

Mixed Impact 3 of 5 earnings Written later

Alpha and Omega Semiconductor (AOS) reported fiscal fourth-quarter revenue of $170.4 million, down 3.5% from a year earlier and up 4.0% from the March quarter, with a GAAP net loss of $13.1 million, or $0.43 per diluted share, compared with a $77.1 million loss a year earlier. It guided fiscal first-quarter revenue to $176 million, plus or minus $10 million. Revenue and non-GAAP profit declined year over year, while the quarter improved from the prior quarter.

Key points

  • Q4 revenue was $170.4 million, versus $176.5 million a year earlier and $163.8 million in the March 2026 quarter.
  • GAAP net loss was $13.1 million ($0.43 per diluted share), versus a $77.1 million loss ($2.58 per share) a year earlier; non-GAAP net loss was $0.13 per share, versus non-GAAP earnings of $0.02 per share a year earlier.
  • Fiscal 2026 revenue was $678.9 million, versus $696.2 million in fiscal 2025; GAAP net loss was $42.3 million, versus $97.0 million.
  • Guidance for the quarter ending September 30, 2026: revenue of $176 million plus or minus $10 million and non-GAAP gross margin of 24.5% plus or minus 1%.

The filing

CompanyAlpha and Omega Semiconductor (AOSL)
Form8-K, current report
Filed with the SECAug 12, 2026, 4:11 PM ET
Accession number0001628280-26-056197

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 August 12, 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.