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$150.28 +20.20 (+15.53%) At close · Aug 14
Market Cap
$12.71B
Shares
84.57M

Applied Optoelectronics, Inc. Earnings Call Transcripts

Every quarterly earnings call for Applied Optoelectronics, Inc. (AAOI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

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 Q2 2026 Earnings Call
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. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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. Q1 FY2020 Earnings Call
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. Q4 FY2019 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) 454 filings 448 filers Visit website Investor relations

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