Every material Form 8-K Alpha and Omega Semiconductor filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AOS reported fiscal first-quarter 2026 revenue of $182.5 million, up 3.4% from the June quarter and flat from a year earlier, and a GAAP net loss of $2.1 million, down from $77.1 million in the June quarter. The company expects fiscal second-quarter revenue of approximately $160 million, plus or minus $10 million, which is below the current quarter. Shareholders face a narrower loss alongside a lower revenue outlook.
Revenue was $182.5 million, up 3.4% from the June 30, 2025 quarter and flat from the September 30, 2024 quarter.
GAAP net loss was $2.1 million, or $0.07 per diluted share, versus a $77.1 million loss ($2.58 per share) in the prior quarter.
Non-GAAP net income was $4.2 million, or $0.13 per diluted share, versus $0.21 a year earlier.
Fiscal Q2 revenue is expected to be approximately $160 million, plus or minus $10 million, for the quarter ending December 31, 2025.
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.
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
Alpha & Omega Semiconductor agreed to sell about 20.3% of its Chongqing joint venture, CQJV, to a strategic investor for $150 million in cash, paid in four installments. The company expects to close the sale before the end of 2025 and plans to use the proceeds for technology, R&D and asset acquisitions. It also expects a GAAP impairment charge on its CQJV investment for the quarter ended June 30, 2025, though the filing does not state the amount.
Cash consideration of $150 million: about $94 million, $11 million, $30 million and $15 million across four installments
AOS owned about 39.2% of CQJV before the sale; the stake sold is roughly half of its holding
GAAP impairment charge expected for the quarter ended June 30, 2025; amount not disclosed
Either party may terminate if all four installments are not completed within 270 days of the agreement date
Alpha and Omega Semiconductor (AOS) reported fiscal third-quarter 2025 results for the quarter ended March 31, 2025. Revenue rose 9.7% from a year earlier to $164.6 million but fell 4.9% from the prior quarter, and the GAAP net loss was $10.8 million, or $0.37 per diluted share, compared with a $0.23 loss per share in the prior quarter. The company guided fiscal fourth-quarter revenue to approximately $170 million, plus or minus $10 million, compared with the $164.6 million reported for the quarter just ended.
Revenue was $164.6 million, down 4.9% from the December 2024 quarter and up 9.7% from the March 2024 quarter.
GAAP net loss was $10.8 million, or $0.37 per diluted share, versus a $0.23 loss per share in the prior quarter and a $0.39 loss per share a year earlier.
Non-GAAP net loss was $2.9 million, or $0.10 per share, compared with non-GAAP net income of $0.09 per share in the prior quarter.
Fiscal fourth-quarter 2025 revenue outlook is approximately $170 million, plus or minus $10 million; GAAP gross margin is expected at 22.9%, plus or minus 1%.
Alpha & Omega Semiconductor said Executive Chairman Dr. Mike F. Chang resigned that role effective March 3, 2025, and will remain a director and Chairman of the Board. He was appointed Executive Vice President of Strategic Initiative the same day, with his base salary reduced to $425,000 and his target cash bonus cut to 70% of salary. The filing also sets 2025 executive bonus targets tied to non-GAAP earnings per share and revenue.
Dr. Mike F. Chang resigned as Executive Chairman on March 3, 2025, and remains a director and Chairman of the Board
Base salary reduced to $425,000 per year; target annual cash bonus reduced to 70% of base salary
Granted 22,500 time-vesting RSUs and 22,500 performance-vesting RSUs, effective March 17, 2025
2025 bonus plan pays from $0 to a maximum, based on non-GAAP EPS and revenue; CEO Stephen Chang target bonus is 100% of salary
AOS reported fiscal second-quarter 2025 results for the quarter ended December 31, 2024, with revenue of $173.2 million, down 4.8% from the prior quarter and up 4.8% from a year earlier. GAAP net loss was $6.6 million, or $0.23 per diluted share, compared with a $2.9 million loss, or $0.10 per share, a year earlier. The company expects fiscal third-quarter revenue of about $158 million, plus or minus $10 million, which is below the current quarter.
Revenue $173.2 million, down 4.8% from the prior quarter and up 4.8% year over year
GAAP net loss $6.6 million ($0.23 per diluted share) vs. $2.9 million loss ($0.10) a year earlier
Non-GAAP net income $2.7 million, or $0.09 per diluted share; GAAP gross margin 23.1%
Fiscal Q3 outlook (quarter ending March 31, 2025): revenue approximately $158 million, plus or minus $10 million; GAAP gross margin 21.5%, plus or minus 1%
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Alpha and Omega Semiconductor filing is on SEC EDGAR ↗. 8-K briefs of other companies →