Short answer
ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed its Q4 2025 10-Q quarterly report on Feb 5, 2026 for the quarter ended Dec 31, 2025. Quarterly revenue was $162M (down 6.3% year over year) with net income of −$13M.
Q4 2025 key financials · XBRL
- Revenue
- $162M
- −6.3% YoY · −11.1% QoQ
- Net income
- −$13M
- −101.0% YoY · −526.4% QoQ
- Operating margin
- -8.4%
- Gross margin
- 21.5%
- EPS (diluted)
- −$0.45
- −104.5% YoY · −542.9% QoQ
Source: XBRL data from the ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) Q4 2025 10-Q on SEC EDGAR. USD.
ALPHA & OMEGA SEMICONDUCTOR Ltd Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $162.3M, down $10.9M or 6.3% YoY
- Gross margin 21.5% vs 23.1%; operating margin (8.3%) vs (3.4%) YoY
- Power IC revenue $58.8M, up 9.5%; power discrete revenue $101.0M, down 10.6%
- JV equity sale generated $11.1M cash during the quarter; $30.3M received in January 2026
- Headwinds: power supply and industrial demand decline, 5.7% lower unit shipments, ongoing PC-market and pricing pressure
Risk Factors
- Newly added JV-sale risk triggered by July 14, 2025 agreement for 20.3% interest and $150 million consideration
- Most material update: remaining $15.8 million installment depends on unmet conditions outside company control
- Regulatory risk: JV transaction requires shareholder approval, government registrations, and governmental approvals
- Operational risk: failed conditions could restrict technology, R&D, and complementary-asset investment
- Financial risk: transaction proceeds received in installments, including $94.5 million first payment and $30.3 million third payment
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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