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AAOI · Applied Optoelectronics, Inc. · Earnings Call Transcripts & Audio

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$99.26 -1.41 (-1.40%) At close · Sep 30
Russell 1000 member Rebalance outlook locked
Market Cap
$8.26B
Shares
84.57M
Volume · Sep 30 5.83M Avg daily vol (3M) 9.32M

Applied Optoelectronics, Inc. Earnings Call Transcripts

Quarterly earnings calls for Applied Optoelectronics, Inc. (AAOI), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲6.4% $56.69M −$15.63M '22 Q3 22-11-03 ▲13.2% $61.58M −$20.25M '22 Q4 23-02-23 ▲1.5% $53.03M −$16.29M '23 Q1 23-05-04 ▼20.4% $41.62M −$16.94M '23 Q2 23-08-03 ▲10.3% $62.55M −$8.95M '23 Q3 23-11-09 ▼1.8% $60.45M −$13.86M '23 Q4 24-02-22 ▼23.3% $40.67M −$23.17M '24 Q1 24-05-09 ▲4% $43.27M −$26.11M '24 Q2 24-08-06 ▲4.2% $65.15M −$17.76M '24 Q3 24-11-07 ▲65.9% $100.27M −$119.69M '24 Q4 25-02-26 ▲145.5% $99.86M −$9.17M '25 Q1 25-05-08 ▲137.9% $102.95M −$9.10M '25 Q2 25-08-07 ▲82.1% $118.63M −$17.94M '25 Q3 25-11-06 ▲33.9% $134.27M −$2.02M '25 Q4 26-02-26 ▲51.4% $151.14M −$14.28M '26 Q1 26-05-07 LATEST ▲86.4% $191.92M −$22.78M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
Applied Optoelectronics, Inc. (AAOI) Q2 2026 Earnings Call Transcript
Confident tone 800G and 1.6 terabit product ramp Revenue and profitability guidance CPO / laser opportunity
Revenue
$191.92M
▲ 86.4% YoY
Diluted EPS
$-0.28
Gross margin
27.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Applied Optoelectronics, Inc. (AAOI) Q1 2026 Earnings Call Transcript
Confident tone 800G and 1.6T product ramp Gross margin improvement Capacity expansion in Texas
Revenue
$151.14M
▲ 51.4% YoY
Diluted EPS
$-0.19
Gross margin
29.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Applied Optoelectronics, Inc. (AAOI) Q4 2025 Earnings Call Transcript
Confident tone Data center revenue growth and product mix 800G transceiver ramp and customer demand Gross margin trajectory
Revenue
$134.27M*
▲ 33.9% YoY
Gross margin
31.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Applied Optoelectronics, Inc. (AAOI) Q3 2025 Earnings Call Transcript
Confident tone Production capacity expansion Data center / 400G and 800G transceivers CATV / cable TV business
Revenue
$118.63M
▲ 82.1% YoY
Diluted EPS
$-0.28
Gross margin
28.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Applied Optoelectronics, Inc. (AAOI) Q2 2025 Earnings Call Transcript
Positive tone Data Center / Hyperscale Growth CATV Business Gross Margin Expansion
Revenue
$102.95M
▲ 137.9% YoY
Diluted EPS
$-0.16
Gross margin
30.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Applied Optoelectronics, Inc. (AAOI) Q1 2025 Earnings Call Transcript
Confident tone Data Center / 800G Transceivers CATV Demand and DOCSIS 4.0 Upgrade Margin Expansion
Revenue
$99.86M
▲ 145.5% YoY
Diluted EPS
$-0.18
Gross margin
30.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Applied Optoelectronics, Inc. (AAOI) Q4 2024 Earnings Call Transcript
Confident tone 400G Data Center Products CATV / Quantum Bandwidth 800G Product Ramp
Revenue
$100.27M*
▲ 65.9% YoY
Gross margin
28.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Applied Optoelectronics, Inc. (AAOI) Q3 2024 Earnings Call Transcript
Positive tone Microsoft 400G supply ramp CATV / DOCSIS 4.0 ramp with MSO customers Q4 2024 guidance and execution
Revenue
$65.15M
▲ 4.2% YoY
Diluted EPS
$-0.42
Gross margin
24.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Applied Optoelectronics, Inc. (AAOI) Q2 2024 Earnings Call Transcript
Positive tone Revenue and EPS guidance performance 400G data center products and hyperscale customer wins CATV segment and DOCSIS 4.0 transition
Revenue
$43.27M
▲ 4% YoY
Diluted EPS
$-0.66
Gross margin
22.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Applied Optoelectronics, Inc. (AAOI) Q1 2024 Earnings Call Transcript
Positive tone Q1 Financial Results Data Center Business CATV / DOCSIS 4.0 Transition
Revenue
$40.67M
▼ 23.3% YoY
Diluted EPS
$-0.60
Gross margin
18.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Applied Optoelectronics, Inc. (AAOI) Q4 2023 Earnings Call Transcript
Positive tone 400G data center products Q1 outlook softness Q4 results vs. guidance
Revenue
$60.45M*
▼ 1.8% YoY
Gross margin
35.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Applied Optoelectronics, Inc. (AAOI) Q3 2023 Earnings Call Transcript
Revenue
$62.55M
▲ 10.3% YoY
Diluted EPS
$-0.27
Gross margin
32.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Applied Optoelectronics, Inc. (AAOI) Q2 2023 Earnings Call Transcript
Revenue
$41.62M
▼ 20.4% YoY
Diluted EPS
$-0.57
Gross margin
19.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Applied Optoelectronics, Inc. (AAOI) Q1 2023 Earnings Call Transcript
Revenue
$53.03M
▲ 1.5% YoY
Diluted EPS
$-0.56
Gross margin
17.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Applied Optoelectronics, Inc. (AAOI) Q4 2022 Earnings Call Transcript
Revenue
$61.58M*
▲ 13.2% YoY
Gross margin
10.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Applied Optoelectronics, Inc. (AAOI) Q3 2022 Earnings Call Transcript
Revenue
$56.69M
▲ 6.4% YoY
Diluted EPS
$-0.56
Gross margin
17.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Applied Optoelectronics, Inc. (AAOI) Q2 2022 Earnings Call Transcript
Revenue
$52.30M
▼ 3.5% YoY
Diluted EPS
$-0.52
Gross margin
16.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Applied Optoelectronics, Inc. (AAOI) Q1 2022 Earnings Call Transcript
Revenue
$52.24M
▲ 5.1% YoY
Diluted EPS
$-0.58
Gross margin
17.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Applied Optoelectronics, Inc. (AAOI) Q4 2021 Earnings Call Transcript
Revenue
$54.41M*
▲ 4% YoY
Gross margin
14.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Applied Optoelectronics, Inc. (AAOI) Q3 2021 Earnings Call Transcript
Revenue
$53.27M
▼ 30.5% YoY
Diluted EPS
$-0.58
Gross margin
15.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Applied Optoelectronics, Inc. (AAOI) Q2 2021 Earnings Call Transcript
Revenue
$54.19M
▼ 16.9% YoY
Diluted EPS
$-0.31
Gross margin
19.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Applied Optoelectronics, Inc. (AAOI) Q1 2021 Earnings Call Transcript
Revenue
$49.70M
▲ 22.8% YoY
Diluted EPS
$-0.59
Gross margin
21.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Applied Optoelectronics, Inc. (AAOI) Q4 2020 Earnings Call Transcript
Revenue
$52.33M
▲ 7.5% YoY
Diluted EPS
$-0.57
Gross margin
21.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Applied Optoelectronics, Inc. (AAOI) Q3 2020 Earnings Call Transcript
Revenue
$76.61M
▲ 66.2% YoY
Diluted EPS
$-0.42
Gross margin
25.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Applied Optoelectronics, Inc. (AAOI) Q2 2020 Earnings Call Transcript
Revenue
$65.22M
▲ 50.2% YoY
Diluted EPS
$-0.89
Gross margin
21.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Applied Optoelectronics, Inc. (AAOI) Q1 2020 Earnings Call Transcript
Revenue
$40.47M
▼ 23.2% YoY
Diluted EPS
$-0.83
Gross margin
15.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-27
Applied Optoelectronics, Inc. (AAOI) Q4 2019 Earnings Call
Revenue
$48.66M
▼ 16.1% YoY
Diluted EPS
$-1.76
Gross margin
23.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 1158114 CUSIP 03823U102 13F (30d) 14 filings 10 filers Visit website Investor relations