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 +19 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: CIEN, PSTG
Recent press releases and 8-K filings for AAOI.
Applied Optoelectronics amends Equity Distribution Agreement to increase offering capacity
AAOI
- Applied Optoelectronics, Inc. (AAOI) amended its Equity Distribution Agreement on March 12, 2026, to increase the maximum aggregate offering price of common stock it can sell through its sales agents.
- The total offering capacity was raised from $250 million to $500 million.
- As of the amendment date, approximately $249,999,983 worth of shares had already been sold, leaving about $250,000,017 available for future sales.
- Sales agents Raymond James & Associates, Inc. and Needham & Company, LLC will receive 2% of the gross sales price for shares sold.
2 days ago
AAOI Announces First Volume Order for 1.6T Data Center Transceivers
AAOI
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Applied Optoelectronics Inc. (AAOI) has received its first volume order for 1.6T data center transceivers from a long-term major hyperscale customer.
- The order is valued at more than $200 million and is expected to return this customer to its previous status as a 10%+ customer for AAOI.
- Shipments are anticipated to begin in early the third quarter of 2026 and be completed in Q4 of 2026.
- AAOI expects to soon have the largest production capacity for 800G and 1.6T transceivers in the U.S. and aims to produce over 500,000 units of combined 800G and 1.6T transceivers per month globally by the end of 2026.
6 days ago
Applied Optoelectronics Discusses Data Center Growth, Capacity Expansion, and Cable TV Outlook
AAOI
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- AI is driving significant growth in the data center market, particularly for high-speed interconnections (800G and above), where Applied Optoelectronics (AAOI) has been a player since optics were first used in data centers around 2012.
- AAOI plans to ramp up its 800G and 1.6T production capacity to 200,000 units by mid-2026 and 500,000 units by mid-2027. This expansion is expected to contribute to a data center transceiver revenue run rate of approximately $378 million per month by mid-2027, based on demand from 3 hyperscale customers.
- The company is shifting the bulk of its 800G and 1.6T production to the U.S. by mid-2027, leveraging its automated manufacturing process, which offers supply chain security despite a 10-15% cost increase compared to Asian production.
- The 800G product ramp is on schedule for Q2 2026, following the resolution of a firmware issue. Additionally, AAOI expects 2026 and 2027 to be peak years for its cable TV business, driven by DOCSIS 4.0 deployments.
Mar 3, 2026, 2:15 PM
Applied Optoelectronics Discusses Data Center and Cable TV Market Growth, Capacity Expansion, and Revenue Targets
AAOI
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Applied Optoelectronics (AAOI) primarily serves the data center market (two-thirds of its business) and the cable TV market, with growth driven by AI applications in data centers and DOCSIS 4.0 deployments in cable TV.
- The company holds long-term agreements with three of the top five hyperscale data center operators and is strategically expanding its laser manufacturing capacity, with a focus on U.S.-based production to enhance supply chain security.
- AAOI expects a Q2 2026 ramp for its 800G products and anticipates 2026 and 2027 to be peak years for its cable TV business.
- By mid-2027, AAOI aims to achieve a data center transceiver revenue run rate of approximately $378 million per month, projected to include $91 million from 100G/400G, $217 million from 800G, and $71 million from 1.6T products, based on demand from three hyperscale customers.
- Current transceiver pricing is around $400 for 800G and $700-$800 for 1.6T, with historical price reduction trends expected to moderate due to supply constraints.
Mar 3, 2026, 2:15 PM
Applied Optoelectronics Discusses Data Center Growth, Manufacturing Expansion, and Cable TV Outlook
AAOI
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Applied Optoelectronics (AAOI) primarily serves the data center and cable TV markets, with data centers comprising two-thirds of its business and experiencing significant growth driven by AI applications.
- The company is expanding its manufacturing capacity, with plans for most 800G and 1.6T production to be in the U.S. (Houston area) by mid-2027, leveraging its automated manufacturing technology and in-house indium phosphide laser fabrication.
- AAOI aims to achieve $378 million per month in data center transceiver revenue by mid-2027, a forecast based on demand from three hyperscale customers across 100G, 400G, 800G, and 1.6T products.
- Despite a firmware issue that impacted Q4 800G shipments, the Q2 2026 ramp for 800G remains on schedule, with Q1 2026 growth primarily driven by 400G products.
- In the cable TV sector, AAOI expects 2026 and 2027 to be peak years for its DOCSIS 4.0 business, supported by its "smart amplifiers" that utilize machine learning for proactive network monitoring.
Mar 3, 2026, 2:15 PM
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.
Feb 26, 2026, 9:56 PM
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.
Feb 26, 2026, 9:30 PM
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.
Feb 26, 2026, 9:30 PM
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.
Feb 26, 2026, 9:30 PM
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%.
Feb 26, 2026, 9:10 PM
Quarterly earnings call transcripts for APPLIED OPTOELECTRONICS.
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