Applied Optoelectronics Inc (AAOI) Q4 2025 Earnings Call Highlights: Record Revenue and ... [Yahoo! Finance]
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: Yahoo! Finance
For the complete transcript of the earnings call, please refer to the full earnings call transcript Positive Points Applied Optoelectronics Inc ( NASDAQ:AAOI ) reported a record total revenue of $456 million for 2025, marking an 83% increase compared to 2024. The company saw a significant increase in data center revenue, which rose by 32% to $196 million, and CATV revenue nearly tripled to $245 million. Non-GAAP gross margin improved to 31.4%, exceeding the guidance range of 29% to 31%. The company has made substantial investments in expanding manufacturing capacity, particularly in Texas, to meet increasing customer demand. Strong customer engagement and demand for 800G and 1.6 terabit products, driven by AI data center investments, are expected to drive future growth. Negative Points 800G revenue came in below expectations due to ongoing firmware optimizations, impacting short-term financial performance. The company faces challenges with production capacity and su
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News
- Is Applied Optoelectronics (AAOI) Pricing Reflect Recent AI Infrastructure Hype Accurately [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics CFO Flags Laser Bottleneck as Hyperscalers Push 800G and 1.6T Optics [Yahoo! Finance]Yahoo! Finance
- I Was Early On Applied Optoelectronics, Here's What's Next [Seeking Alpha]Seeking Alpha
- A Look At Applied Optoelectronics' (AAOI) Valuation After Record Results And Strong AI Data Center Outlook [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Ties Record Results To AI Driven Texas Expansion [Yahoo! Finance]Yahoo! Finance
AAOI
Earnings
- 2/26/26 - Beat
AAOI
Sec Filings
- 3/6/26 - Form 144
- 3/5/26 - Form 4
- 3/5/26 - Form 4
- AAOI's page on the SEC website