Symbols

AAOI

Applied Optoelectronics·NASDAQ

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AAOI fundamentals

AAOI Q4 2025 Earnings

Applied Optoelectronics (AAOI) released its earnings on Feb 26, 2026: revenue was 134.27M (YoY +33.91%), beat estimates; EPS was -0.01 (YoY +50.00%), beat estimates.

Revenue / YoY

134.27M

+33.91%

EPS / YoY

-0.01

+50.00%

Report date

Feb 26, 2026

AAOI Earnings Call Summary for Q4,2025

Revenue Record: 2025 revenue up 83% to $456 million, driven by 32% data center growth and tripled CATV revenue.
800G Breakthrough: Q2 2026 target: $378 million/month revenue, with 40%+ gross margin by Q4 2027. 2026 revenue target $1 billion.
Capacity Expansion: $300 million laser investment to triple U.S. production, addressing 1.6T demand.
Profitability Path: Non-GAAP breakeven by Q2 2026, >$120 million operating profit for the year.

Earnings

EPS

Revenue

Revenue & Expenses

AAOI has released its 2025 Q4 earnings report, with revenue of 134.27M, reflecting a YoY change of 33.91%, and net profit of -2.02M, showing a YoY change of 98.31%. The Sankey diagram below clearly presents AAOI's revenue sources and cost distribution.

Key Indicators

Applied Optoelectronics (AAOI) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Applied Optoelectronics (AAOI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Applied Optoelectronics (AAOI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Applied Optoelectronics (AAOI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown