Applied Optoelectronics: Lost Facebook Revenue To Deliver The Next Major Blow [Seeking Alpha]
Applied Optoelectronics, Inc. (AAOI)
Last applied optoelectronics, inc. earnings: 2/27 04:10 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
Applied Optoelectronics: Lost Facebook Revenue To Deliver The Next Major BlowSummaryApplied Optoelectronics ("AAOI") has rallied ~50% from its April lows in response to management optimism that revenue will inflect positively in 2H18.The projected revenue rebound is predicated on incremental business derived from a toothless contract with Facebook (who already accounts for 50% of total revenue) for mostly low-spec 100G CWDM4-500m transceivers.The unenforceability of any contract “minimums”, combined with Facebook’s prioritization of new suppliers Intel and InnoLight, puts the bullish Facebook revenue narrative at risk heading into 2019.At an Intel event on 8/8, Facebook’s VP of Infrastructure T.S. Khurana appeared in a since-redacted pre-taped interview (link below) indicating they recently started rolling out Intel transceivers at scale.We believe that there will be nothing to replace AAOI’s lost Facebook revenue as it subsequently deteriorates into 2019. Sell-side consensus 2019E ea
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News
- Applied Optoelectronics Announces Date of First Quarter 2024 Financial Results Conference Call [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Announces Date of First Quarter 2024 Financial Results Conference CallGlobeNewswire
- Nubis to Showcase Award-Winning 1.6Tbps Optical Module Optimized for ML/AI Clusters at OFC 2024 [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Tanks On Q1 2024 Outlook: Buy The Dip [Seeking Alpha]Seeking Alpha
- Applied Optoelectronics, Inc. (NASDAQ: AAOI) was upgraded by analysts at TheStreet from a "d" rating to a "c-" rating.MarketBeat
AAOI
Earnings
- 2/22/24 - Beat
AAOI
Sec Filings
- 4/24/24 - Form 4
- 4/24/24 - Form 4
- 4/24/24 - Form 4
- AAOI's page on the SEC website