Earnings summaries and quarterly performance for APPLIED OPTOELECTRONICS.
Executive leadership at APPLIED OPTOELECTRONICS.
Thompson Lin
Detailed
President, Chief Executive Officer, and Chairman of the Board of Directors
CEO
DK
David Kuo
Detailed
Senior Vice President, Chief Legal Officer, Chief Compliance Officer and Corporate Secretary
FC
Fred Chang
Detailed
Senior Vice President and North America General Manager
JY
Joshua Yeh
Detailed
Senior Vice President and Asia General Manager
SM
Stefan Murry
Detailed
Chief Financial Officer and Chief Strategy Officer
Board of directors at APPLIED OPTOELECTRONICS.
Research analysts who have asked questions during APPLIED OPTOELECTRONICS earnings calls.
Michael Genovese
Rosenblatt Securities Inc.
8 questions for AAOI
Also covers: ADTN, CALX, EXTR +5 more
Tim Savageaux
Northland Capital Markets
7 questions for AAOI
Also covers: ADTN, AIRG, ALMU +18 more
SL
Simon Leopold
Raymond James
6 questions for AAOI
Also covers: ANET, ARM, ATEN +18 more
Ryan Koontz
Needham & Company, LLC
5 questions for AAOI
Also covers: ADTN, ANET, AUDC +27 more
GN
George Notter
Jefferies
4 questions for AAOI
Also covers: ADTN, ANET, AXON +19 more
Dave Kang
B. Riley Financial
3 questions for AAOI
Also covers: ADTN, AVNW, AXTI +2 more
Jeffrey Koche
Raymond James
2 questions for AAOI
Also covers: PSTG
Recent press releases and 8-K filings for AAOI.
Applied Optoelectronics, Inc. Enters into Equity Distribution Agreement
AAOI
- Applied Optoelectronics, Inc. (AAOI) entered into an Equity Distribution Agreement on February 26, 2026, with Raymond James & Associates, Inc. and Needham & Company, LLC.
- This agreement permits the company to issue and sell shares of its common stock with an aggregate offering price of up to $250 million through the Sales Agents.
- Sales will be conducted as "at the market" offerings via the Nasdaq Global Market.
- The Sales Agents will receive 2% of the gross sales price of shares sold as compensation.
- The company has no obligation to sell any shares and may suspend offers and sales at any time.
1 day ago
Applied Optoelectronics Reports Record Q4 and Full-Year 2025 Results, Projects Over $1 Billion Revenue in 2026
AAOI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Applied Optoelectronics reported record Q4 2025 revenue of $134.3 million and full-year 2025 revenue of $456 million, an 83% increase compared to 2024, driven by robust demand in both CATV and data center businesses.
- The company provided Q1 2026 revenue guidance of $150 million to $165 million and projected over $1 billion in revenue for full-year 2026, with non-GAAP operating profit exceeding $120 million.
- AAOI expects 800G products to dominate revenue starting in Q2 2026, with demand projected to exceed production capacity through mid-2027, necessitating significant investments to triple laser manufacturing capacity.
- The company anticipates three hyperscale data center customers will each contribute more than 10% of total revenue in 2026, with overall demand for transceivers (800G and 1.6T) being much larger than current production capabilities.
1 day ago
AAOI Reports Record 2025 Revenue and Strong Q4 Results, Anticipates 800G Dominance and Profitability in 2026
AAOI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- AAOI achieved record total revenue of $456 million for 2025, an 83% increase compared to 2024, driven by robust demand in both its CATV and data center businesses.
- For Q4 2025, the company delivered revenue of $134.3 million, recorded a non-GAAP gross margin of 31.4%, and a non-GAAP loss per share of $0.01, all of which were in line with or better than expectations.
- Demand for 800G modules is projected to exceed production capacity through mid-2027, with 800G expected to dominate revenue beginning in Q2 2026.
- The company is significantly expanding its manufacturing capacity, aiming to produce over 500,000 pieces of 800G and 1.6T products per month by the end of 2026.
- AAOI anticipates achieving non-GAAP profitability beginning in Q2 2026 and projects potential revenue of $1 billion for calendar year 2026.
1 day ago
Applied Optoelectronics Reports Record Q4 and Full-Year 2025 Results, Projects Strong 2026 Growth
AAOI
Earnings
Guidance Update
New Projects/Investments
- Applied Optoelectronics (AOI) reported record Q4 2025 revenue of $134.3 million and full-year 2025 revenue of $456 million, an 83% increase from 2024. The non-GAAP gross margin for Q4 2025 was 31.4%.
- The company projects Q1 2026 revenue between $150 million and $165 million and anticipates over $1 billion in revenue for the full year 2026. Non-GAAP profitability is expected to be achieved starting in Q2 2026.
- Growth is driven by strong demand for 800G and 1.6T products in AI data centers, with a significant 800G production ramp expected in Q2 2026. AOI plans to expand manufacturing capacity to produce over 500,000 pieces of 800G and 1.6T products per month by the end of 2026 and triple laser manufacturing in Texas.
1 day ago
Applied Optoelectronics Reports Fourth Quarter and Full Year 2025 Results
AAOI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Applied Optoelectronics, Inc. (AOI) announced record fourth quarter 2025 GAAP revenue of $134.3 million, an increase from $100.3 million in the fourth quarter of 2024, and a GAAP gross margin of 31.2%, up from 28.7% in the fourth quarter of 2024.
- For the full year ended December 31, 2025, AOI achieved GAAP revenue of $455.7 million, a significant increase from $249.4 million in 2024, and a GAAP gross margin of 30.0%, compared to 24.8% in 2024.
- The company's non-GAAP net loss for Q4 2025 improved to $0.6 million, or $0.01 per basic share, from a non-GAAP net loss of $1.0 million, or $0.02 per basic share, in Q4 2024.
- For the first quarter of 2026, AOI anticipates revenue between $150 million and $165 million and a non-GAAP gross margin in the range of 29% to 31%.
1 day ago
Applied Optoelectronics Reports Q4 and Full Year 2025 Results, Provides Q1 2026 Outlook
AAOI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Applied Optoelectronics, Inc. (AAOI) reported GAAP revenue of $134.3 million for the fourth quarter ended December 31, 2025, an increase from $100.3 million in the fourth quarter of 2024. The GAAP net loss was $2.0 million, or $0.03 per basic share, for Q4 2025, compared to a net loss of $119.7 million, or $2.60 per basic share, in Q4 2024.
- For the full year ended December 31, 2025, AAOI's GAAP revenue was $455.7 million, up from $249.4 million in 2024. The GAAP net loss for the full year was $38.2 million, or $0.64 per basic share, compared to a net loss of $186.7 million, or $4.50 per basic share, in 2024.
- The company's results were driven by broad-based demand in both its CATV and datacenter businesses.
- For the first quarter of 2026, the company expects revenue in the range of $150 million to $165 million and a non-GAAP net loss in the range of $7.0 million to $0.3 million, or $0.09 to breakeven per share.
1 day ago
Applied Optoelectronics Breaks Ground on New Manufacturing Facility
AAOI
New Projects/Investments
Hiring
- Applied Optoelectronics, Inc. (AAOI) held a groundbreaking ceremony on February 10, 2026, for a new 210,000 square foot manufacturing facility located at 1111 Gillingham St. in Sugar Land, Texas.
- The company plans to increase its investment in this facility and its headquarters from $150 million to potentially $300 million by the end of next year.
- This expansion project is intended to create 500 local jobs and aims to position AOI as one of the largest domestic suppliers of optical transceivers for the AI and datacenter industry.
Feb 13, 2026, 12:36 PM
Applied Optoelectronics Breaks Ground on New Manufacturing Facility
AAOI
New Projects/Investments
Hiring
- Applied Optoelectronics (AAOI) held a groundbreaking ceremony on February 10, 2026, for its new 210,000 square foot manufacturing facility located in Sugar Land, Texas.
- The company plans to increase its investment in this facility and its headquarters from $150 million to potentially $300 million by the end of next year.
- This expansion is expected to create 500 local jobs and aims to position AOI as one of the largest domestic suppliers of optical transceivers for the AI and datacenter industry.
Feb 13, 2026, 12:00 PM
Applied Optoelectronics Receives First Volume Order for 800G Data Center Transceivers
AAOI
Product Launch
Guidance Update
New Projects/Investments
- Applied Optoelectronics Inc. (AAOI) has received its first volume order for its 800G data center transceivers from a major hyperscale customer to support AI data center growth.
- These 800G shipments are expected to contribute between $4-8 million to AOI's total revenue in Q4.
- The same customer has also placed orders for nearly $22 million worth of 400G transceivers this year, with $13 million delivered in Q4.
Dec 10, 2025, 9:15 PM
Applied Optoelectronics Enters $180 Million Equity Distribution Agreement
AAOI
- Applied Optoelectronics, Inc. (AAOI) entered into an Equity Distribution Agreement on November 7, 2025, with Raymond James & Associates, Inc. and Needham & Company, LLC.
- The agreement allows the company to issue and sell shares of its common stock with an aggregate offering price of up to $180 million.
- Sales of shares will be made through the Sales Agents in "at the market" offerings.
- The Sales Agents will receive compensation of 2% of the gross sales price of the shares sold.
Nov 7, 2025, 9:20 PM
Quarterly earnings call transcripts for APPLIED OPTOELECTRONICS.
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