Profitelligence Profitelligence · Filing Ledger Open AAOI research →

Form 8-K · Current Report · Filed 2025-08-07

Applied Optoelectronics Reports Q2 2025 Financial Results with Increased Revenue and Gross Margin

Applied Optoelectronics, Inc. (NASDAQ: AAOI) reported its financial results for the second quarter of 2025, showing GAAP revenue of $103.0 million, up from $43.3 million in Q2 2024. GAAP gross margin was 30.3%, compared to 22.1% in the same period last year. The company's GAAP net loss was $9.1 million, or $0.16 per share, due to elevated operating expenses despite strong revenue growth. Non-GAAP net loss was $8.8 million, or $0.16 per share. Management anticipates continued growth in both the datacenter and CATV businesses, with expectations for meaningful shipments of 800G products in the second half of 2025.

Filer
Applied Optoelectronics Inc. AAOI · NASDAQ
Filed
Accession
0001683168-25-005755
CIK
0001158114
Signal
Low impactTechnology

Items reported

Item 2.02

Results of Operations and Financial Condition

General Statement
Item 9.01

Financial Statements and Exhibits

Exhibits Furnished

Market reaction

Close before filing

$23.23

Next session

-7.1%

Since filing

+306.0%

Latest close

$94.32

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from AAOI reporting the same item, with the next session's move:

Exhibits (1)

About Applied Optoelectronics Inc.

Applied Optoelectronics Inc. is a prominent developer and manufacturer of optical communications products. The primary function of the company is to supply advanced optical components, modules, and equipment that are essential for high-speed communication networks. Applied Optoelectronics serves several key industries, including internet data centers, broadband service providers, and telecommunications. Their product offerings are critical in supporting increased data transmission rates demanded by these sectors. Noteworthy features of this company include its focus on vertically integrated manufacturing processes, which allow for greater control over production quality and cost. It extensively employs its semiconductor technology to produce lasers, detectors, and transceiver modules. This integration is vital for delivering cost-effective and reliable solutions that are foundational to the infrastructure of modern data communication systems. In the financial market, Applied Optoelectronics Inc. holds a significant role due to its contribution to the increasing demand for fast and efficient data services. As technology continues to advance and data consumption grows, the products offered by Applied Optoelectronics are essential for supporting global communication networks, thereby underscoring its importance in the optical networking industry.

Exchange NASDAQ Industry Communication Equipment Company website ↗

Never miss another AAOI filing

Profitelligence watches EDGAR around the clock and alerts you within seconds.

Set up free alerts