Applied Optoelec Stock Price, News & Analysis

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%.

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.