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Form 8-K · Current Report · Filed 2025-11-06

Applied Optoelectronics Reports Strong Q3 2025 Results with Record CATV Revenue

Applied Optoelectronics, Inc. reported its third-quarter 2025 financial results, highlighting strong performance in its CATV business with record quarterly revenue of $70.6 million. The company delivered total revenue of $118.6 million, up from $65.2 million in the same period of 2024. Despite a GAAP net loss of $17.9 million, the company improved its non-GAAP net loss to $5.4 million. AOI also provided guidance for the fourth quarter of 2025, expecting revenue between $125 million and $140 million.

Filer
Applied Optoelectronics Inc. AAOI · NASDAQ
Filed
Accession
0001683168-25-008029
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

$31.51

Next session

-9.3%

Since filing

+199.3%

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:

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.

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