ALPHA & OMEGA SEMICONDUCTOR Ltd — Form 8-K
Filed August 12, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Alpha & Omega Semiconductor reported fiscal year 2026 (ended June 30, 2026) revenue of $678.9M, down 2.5% YoY from $696.2M, with GAAP net loss of $42.3M vs. loss of $97.0M prior year. Q4 FY2026 revenue was $170.4M (down 3.5% YoY, up 4.0% QoQ); Non-GAAP gross margin 23.7% (down from 24.4% YoY); non-GAAP operating loss $4.8M vs. operating income $2.3M YoY. Advanced Computing segment grew 35% sequentially to 31% of Computing revenue. Cash position $180.8M; operating cash flow negative $16.3M for FY2026 vs. positive $29.7M prior year. Management guides Q1 FY2027 revenue $176M ±$10M with non-GAAP gross margin 24.5% ±1%. Recent Shanghai typhoon disrupted packaging operations, creating slight headwind to September quarter.
Why this rating
Revenue decline and profitability erosion relative to company size (~$900M market cap); Advanced Computing growth offset by PC weakness and operational cash drain. Moderate concern but strategic positioning in AI partially mitigating.
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