Welcome to our dedicated page for Applied Optoelec news (Ticker: AAOI), a resource for investors and traders seeking the latest updates and insights on Applied Optoelec stock.
Applied Optoelectronics, Inc. (NASDAQ: AAOI) generates frequent news as a developer and manufacturer of optical and HFC networking products that support AI datacenters, CATV and broadband fiber access networks. News coverage for AAOI often centers on product announcements, customer orders, operational expansion and financial results that reflect activity in its internet data center, CATV, telecom and fiber-to-the-home (FTTH) markets.
Investors following AAOI news will see updates on high-speed optical transceivers and semiconductor lasers, including announcements of 800G data center transceivers for hyperscale customers and ultra high-power pump lasers designed for silicon photonics and co-packaged optics in AI data centers. The company also issues news about its QuantumLink HFC Remote Management software, such as new AI, analytics, alarms and network map modules intended to enhance broadband network operations.
Another key category of AAOI news involves corporate and operational developments. The company and the City of Sugar Land have announced plans to expand AOI’s operations by onshoring part of its international manufacturing to Sugar Land, including a new facility for manufacturing optical transceivers for AI-focused data centers. Additional items include lease agreements for facilities in Texas and New Taipei City, as well as credit facilities and equity distribution agreements disclosed via Form 8-K.
Regular press releases also cover quarterly financial results and outlook, where management discusses revenue trends, gross margins, non-GAAP metrics and demand in its datacenter and CATV businesses. For anyone tracking AAOI, this news feed provides a consolidated view of product milestones, customer activity, manufacturing expansion and capital markets actions related to Applied Optoelectronics.
Applied Optoelectronics (NASDAQ: AAOI) on Dec 18, 2025 introduced a new 400mW narrow-linewidth pump laser targeted at silicon photonics and co-packaged optics (CPO) for AI data centers. The device is a DFB built on AOI's buried hetero (BH) laser platform and delivers optical power over 400mW at 50°C. AOI says the laser can close 800G/1.6T power budgets, enable shared/external laser architectures, reduce wavelength drift and noise, and simplify calibration for scaled silicon photonics systems. Samples are available to select customers and AOI expects volume production later in 2026.
Applied Optoelectronics (NASDAQ: AAOI) said it received its first volume order for 800G data center transceivers from a major hyperscale customer to support AI data center growth. The company expects its 800G shipments to be on track by year end and said those shipments could contribute $4–8 million to Q4 revenue. The customer has also ordered nearly $22 million of 400G transceivers year-to-date, including $13 million delivered so far in Q4. Management cited automated production lines as a capability to support high-volume shipments.
Applied Optoelectronics (NASDAQ: AAOI) will present at the Raymond James 2025 TMT & Consumer Conference on Tuesday, December 9, 2025.
Presentation type: fireside chat. Presenter: Stefan Murry, Chief Financial Officer and Chief Strategy Officer. Presentation time: 1:40 p.m. ET / 12:40 p.m. CT. A recording will be available on the company's investor relations website at investors.ao-inc.com.
Applied Optoelectronics (NASDAQ: AAOI) reported Q3 2025 results with GAAP revenue of $118.6M versus $65.2M in Q3 2024 and $103.0M in Q2 2025. The company reported GAAP gross margin of 28.0% and non-GAAP gross margin of 31.0%. GAAP net loss was $17.9M (loss of $0.28 per share); non-GAAP net loss was $5.4M (loss of $0.09 per share). Management cited record quarterly CATV revenue, strong demand for 1.8 GHz amplifiers, and progress on 800G product qualification.
For Q4 2025 the company expects revenue $125M–$140M, non-GAAP gross margin of 29%–31%, and non-GAAP net loss of $9.0M to $2.8M. The company projects ~100,000 800G transceivers/month production capacity by year-end, with ~35% U.S. production.
Applied Optoelectronics (NASDAQ: AAOI) announced that its Compensation Committee granted inducement equity awards totaling 7,786 restricted stock units to 9 new employees, with a grant date of October 31, 2025.
The awards were granted under the Applied Optoelectronics 2023 Equity Inducement Plan pursuant to Nasdaq Listing Rule 5635(c)(4) and vest over a four-year period subject to continued service and the terms of the Inducement Plan and RSU agreements.
Applied Optoelectronics (Nasdaq: AAOI) announced an expansion in Sugar Land, Texas, including a new 210,000 sq ft manufacturing facility and an added production line to onshore part of its international manufacturing.
The project is supported by a 10-year agreement, a $2 million city incentive, a capital investment of over $150 million, and is expected to create 500+ jobs over five years. The new facility is expected to be operational by summer 2026 and, when complete, will have the largest U.S. production capacity for AI-focused datacenter transceivers.
Applied Optoelectronics (NASDAQ: AAOI) will release third quarter 2025 financial results on Thursday, November 6, 2025. The company will host a conference call and webcast the same day at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time to discuss Q3 2025 results and outlook for Q4 2025.
To join the call dial 844-890-1794. A live audio webcast and supplemental financials will be available at the company's Investor Relations site: investors.ao-inc.com. An archived webcast will be available for one year. Telephonic replay is available until November 13, 2025 at 11:59 p.m. ET via 877-344-7529 with passcode 8050941.
Applied Optoelectronics (NASDAQ: AAOI) announced it will showcase its 100G VCSEL-based 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen. The company's vertically integrated manufacturing capabilities enable the production of 100G VCSELs at 850nm, designed for short-reach connections under 100 meters in hyperscale data centers and AI/ML clusters.
The demonstration will highlight AOI's ability to provide cost-efficient, low-power optical solutions for next-generation short-reach multimode links. Visitors can view the demonstration at booth #C3406, along with AOI's portfolio of 1.6T/800G optical solutions and next-generation high-power ELSFP 1311nm.
Applied Optoelectronics (NASDAQ: AAOI) has unveiled four new software modules for its QuantumLink™ HFC Remote Management solution. The enhanced suite includes an AI Module for predictive maintenance, an Analytics Module for real-time insights, an Alarms Module for automated issue detection, and a Network Map Module for asset management.
The software upgrade aims to optimize network performance through AI-driven intelligence, predictive diagnostics, and automated controls. Key features include machine learning for failure prediction, real-time RF performance monitoring, automated alarming systems, and integrated workflows for asset lifecycle management. The new capabilities will be available in Q4 2025.
Applied Optoelectronics (NASDAQ: AAOI) reported Q2 2025 financial results with revenue of $103.0 million, up significantly from $43.3 million in Q2 2024. The company achieved a GAAP gross margin of 30.3%, improving from 22.1% year-over-year. Despite revenue growth, AAOI posted a GAAP net loss of $9.1 million ($0.16 per share), primarily due to elevated operating expenses from R&D investments.
The company made progress in 800G qualification efforts, receiving approval for its Taiwan factory from a major hyperscale customer. AAOI expects to achieve meaningful 800G product shipments in H2 2025, with plans to reach a production capacity of over 100,000 units monthly by year-end. For Q3 2025, the company projects revenue between $115-127 million with non-GAAP gross margin of 29.5-31.0%.
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