Applied Optoelec Stock Price, News & Analysis

Applied Optoelectronics (NASDAQ: AAOI), a provider of advanced optical and HFC networking products, announced its participation in the Rosenblatt 5th Annual Technology Summit: The Age of AI. The company's CFO and Chief Strategy Officer, Stefan Murry, will participate in a fireside chat on Tuesday, August 19th, 2025, at 11:00 a.m. Eastern time. Investors can access a recording of the presentation through the company's investor relations website at investors.ao-inc.com.

Applied Optoelectronics (NASDAQ: AAOI), a provider of HFC and advanced optical networking products, has granted inducement equity awards to 6 new employees. The awards consist of 7,793 shares of common stock in the form of restricted stock units (RSUs), granted on August 1, 2025.

The awards were granted under the company's 2023 Equity Inducement Plan, specifically designed for new hires. The RSUs will vest over a four-year period, contingent on continued employment. These grants comply with Nasdaq Listing Rule 5635(c)(4) for inducement awards to new employees.

Applied Optoelectronics (NASDAQ: AAOI) has received certification from Charter Communications for the deployment of its 1.8GHz amplifiers and QuantumLink™ remote management software. The certification includes multiple Quantum18™ products that will support Charter's network evolution project implementing extended spectrum DOCSIS (ESD).

The deployment will enable Charter to deliver symmetrical and multi-gigabit services up to 10 Gbps downstream and 1 Gbps upstream. Digicomm International, AOI's exclusive distribution partner since 2023, will support the end-to-end installation experience. The Quantum18 amplifier lineup allows providers to transition from legacy to newer network systems while maintaining compatibility with existing amplifier housings and management tools.

Applied Optoelectronics (NASDAQ: AAOI), a provider of advanced optical and HFC networking products, has scheduled its Q2 2025 earnings conference call for August 7, 2025 at 4:30 PM ET. The company will discuss its financial results for the quarter ended June 30, 2025, and provide outlook for Q3 2025.

Investors can join via phone at 844-890-1794 or watch the webcast at investors.ao-inc.com. A replay will be available at 877-344-7529 (passcode: 7484245) until August 14, 2025, and the webcast recording will be accessible for one year.

Applied Optoelectronics (AAOI) has achieved a significant milestone with its first volume shipment of high-speed data center transceivers to a major hyperscale customer they recently re-engaged with after several years. CEO Dr. Thompson Lin emphasized this shipment aligns with their expected growth in data center transceiver sales, particularly in the second half of the year. The company is executing its US-based capacity expansion plan and anticipates increased shipments to this and other customers. This development is particularly significant as it represents renewed business with a major customer and supports AOI's position in providing optical transceivers for AI-focused data centers.

Applied Optoelectronics (NASDAQ: AAOI), a provider of fiber-optic network products, has announced equity inducement awards through its 2023 Equity Inducement Plan. The company granted 11,860 shares of common stock to 5 new employees on May 9, 2025. These awards, in the form of restricted stock units (RSUs), will vest over a four-year period, contingent on continued employment. The grants were made under Nasdaq Listing Rule 5635(c)(4), specifically designed for new hires who were not previously employed by the company.

Applied Optoelectronics (NASDAQ: AAOI), a provider of fiber-optic access network products for internet datacenter, cable broadband, telecom and fiber-to-the-home markets, has scheduled its first quarter 2025 financial results announcement for Thursday, May 8, 2025.

The company will host a conference call and webcast at 4:30 p.m. Eastern Time to discuss Q1 2025 results and Q2 2025 outlook. Investors can join via phone (844-890-1794) or access the webcast through the company's Investor Relations website. A replay will be available until May 15, 2025, by dialing 877-344-7529 (passcode: 5085357), and the webcast recording will be accessible for one year.

Applied Optoelectronics (NASDAQ: AAOI), a provider of fiber-optic access network products, has announced an upcoming investor session at the Optical Fiber Communication Conference and Exhibition (OFC) in San Francisco.

The session will be held on Tuesday, April 1, 2025, at 1:00 p.m. Pacific time (3:00 p.m. Central time) and will be presented by Stefan Murry, Chief Financial Officer and Chief Strategy Officer. The event will be accessible through a live audio webcast on the company's investor website, with a replay available for one year after the event.

AOI serves various markets including internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) sectors.

Applied Optoelectronics (NASDAQ: AAOI) reported Q4 2024 results with revenue of $100.3 million, up from $60.5 million in Q4 2023. The quarter showed strength in both datacenter and CATV businesses, with CATV revenue more than doubling sequentially due to increased 1.8 GHz amplifier orders.

Q4 2024 highlights include:

• GAAP gross margin of 28.7% vs 35.7% in Q4 2023
• GAAP net loss of $119.7 million ($2.60 per share)
• Non-GAAP net loss of $1.0 million ($0.02 per share)

For full year 2024, revenue was $249.4 million compared to $217.6 million in 2023, with GAAP net loss of $186.7 million. Q1 2025 outlook projects revenue between $94-104 million with non-GAAP gross margin of 29-30.5%.