AAOI
Applied Optoelectronics·NASDAQ
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AAOI fundamentals
Applied Optoelectronics (AAOI) released its earnings on Nov 6, 2025: revenue was 118.63M (YoY +82.08%), missed estimates; EPS was -0.09 (YoY +57.14%), met estimates.
Revenue / YoY
118.63M
+82.08%
EPS / YoY
-0.09
+57.14%
Report date
Nov 6, 2025
AAOI Earnings Call Summary for Q3,2025
- Record Revenue: Q3 $118.6M (82% YoY), driven by CATV ($70.6M, +26% QoQ) and delayed 400G shipments ($6.6M to Q4).
- 800G Momentum: Expect 10,000-20,000 units shipped in Q4, ramping to 150,000/month by mid-2026; 1.6T production begins mid-2026.
- CATV Growth: 2026 target of $300M+ via new MSO wins and QuantumLink software adoption.
- U.S. Expansion: 200,000/month transceiver capacity in Texas by mid-2026; in-house laser manufacturing (3" wafer, <10% China dependency).
- Customer Commitments: Major hyperscale customers provide $200M+ in potential orders; government incentives for U.S. production under discussion.
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Revenue
Revenue & Expenses
AAOI has released its 2025 Q3 earnings report, with revenue of 118.63M, reflecting a YoY change of 82.08%, and net profit of -17.94M, showing a YoY change of -1.01%. 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.
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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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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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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Where does Applied Optoelectronics (AAOI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Applied Optoelectronics (AAOI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is Applied Optoelectronics's gross profit margin?What guidance did Applied Optoelectronics's management provide for the next earnings period?What is the revenue and EPS growth rate for Applied Optoelectronics year over year?What were the key takeaways from Applied Optoelectronics's earnings call?What is Applied Optoelectronics's latest dividend and current dividend yield?Did Applied Optoelectronics beat or miss consensus estimates last quarter?What is the market's earnings forecast for Applied Optoelectronics next quarter?What were the key takeaways from Applied Optoelectronics’s earnings call?
