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NASDAQ: AOSL ALPHA & OMEGA SEMICONDUCTOR Ltd 10-Q

Alpha and Omega Semiconductor's fiscal first-quarter net loss widened to $6.1M from $2.1M a year earlier, including a $4.0 million gain resulting from the dilution of the Company’s ownership interest in the JV Company.

Filed November 6, 2026 · Period ending September 30, 2026 · Compared to 10-Q Nov 6, 2025 · ~2 min read

Key Changes

  • high

    Revenue fell 2.6% to $177.8M, driven by a decrease of $34.0 million in sales of power IC products, partially offset by a increase of $28.7 million in sales of power discrete products.

  • medium

    Gross margin improved to 24.5% from 23.5%, which the company attributes to better product mix.

  • high

    Operating loss widened to $9.0M from $4.6M, while research and development expenses rose 17.8% to $28.4M.

3 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Nov 9, 2026 · How we verify