Applied Optoelectronics, Inc.
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Company Description
- CEO
- Chih Hsiang Lin
- Full Time Employees
- 4,691
- Sector
- Electronic technology
- Industry
- Semiconductors
- Address
- 13139 Jess Pirtle Boulevard Sugar Land TX United States 77478
- IPO Date
- Sep 25, 2013
- CIK
- 0001158114
- Website
- ao-inc.com
- Similar Companies
- Business
- Applied Optoelectronics, Inc. (Nasdaq: AAOI) designs, manufactures and sells fiber-optic networking products serving internet data centers, cable television broadband (CATV), telecommunications, fiber-to-the-home (FTTH), sensing, wireless and cable access markets; core offerings include high-speed optical transceivers such as 100Gbps, 400Gbps and 800G modules, lasers and laser components (including diode lasers, DFB and QAM DFB semiconductor chips), photodiodes, optical components and filters (such as TOSA, ROSA and TO packages), packaged optical subassemblies, HFC network equipment (including Quantum18 and QuantumLink amplifiers, nodes, transmitters, headend and distribution equipment supporting DOCSIS 4.0 and 10G standards) and turn-key RF solutions. Founded in 1997 and headquartered in Sugar Land, Texas, the company maintains vertically integrated manufacturing and R&D facilities in the United States, Taiwan (New Taipei City) and China (Ningbo), with sales coordinated globally through direct personnel. AOI reports robust growth with Q3 2025 revenue of $118.6 million, up 82% year-over-year and 15% sequentially, driven by data center and CATV demand; non-GAAP gross margins expanded to 31.0% from 25.0% a year earlier, while guiding Q4 2025 revenue to $125-$140 million with planned U.S. capacity for 100,000 800G transceiver units per month by year-end. The company continues investing in next-generation 1.6T products and operational efficiencies following the 2022 divestiture of its Wuhan, China manufacturing assets, focusing on high-volume hyperscale data center operators and broadband providers amid AI-driven demand.
Company News
Applied Optoelectronics Says AI Demand Will Outrun Its Capacity Through 2027
Applied Optoelectronics: The Selloff Changed My 2027 Playbook (Rating Upgrade)
Coherent Surges 13% as Investors Revisit $20 Billion AI Deal After Sell-Off; Lumentum Climbs 4%, Applied Optoelectronics Gains 3%
AAOI Q3 Earnings Beat Estimates on Strong Datacenter and CATV Sales
AAOI Stock: Can This Volatile AI Play Keep Up With Booming Demand?
AAOI Q3 Earnings Call Highlights 1.6T Shift and Capacity Delays
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
AOI Sales Up 127%, Gross Margin Stuck at 28%: Rapid Earnings Reaction
Applied Optoelectronics, Inc. (AAOI) Q3 2026 Earnings Call Transcript
What Applied Optoelectronics (AAOI) Said on Its Q3 Earnings Call
Applied Optoelectronics (AAOI) Surpasses Q3 Earnings and Revenue Estimates
Applied Optoelectronics Reports Third Quarter 2026 Results
Live: Will Applied Optoelectronics Disappoint With Q3 Earnings Tonight After 18% Intraday Plunge?
Applied Optoelectronics Sinks 16%, Coherent Tumbles 14% Despite Strong Outlook, Lumentum Plunges 13% as AI Optical Stocks Slide
Should You Buy, Sell, or Hold AAOI Stock Ahead of Q3 Earnings?
Applied Optoelectronics Looks Great Ahead Of Earnings (Preview)
Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up
Applied Optoelectronics: Valuation Looks Increasingly Attractive
Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%