Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2025 Financial Results Conference Call

Rhea-AI Summary

Applied Optoelectronics (NASDAQ: AAOI) will release fourth quarter and full year 2025 results on Thursday, February 26, 2026.

The company will host a conference call and webcast at 4:30 p.m. ET / 3:30 p.m. CT to discuss results and first quarter 2026 outlook. Dial 844-890-1794 to join; webcast and supplemental financials at investors.ao-inc.com. A replay will be archived one year; telephonic replay available through March 5, 2026 using passcode 9932656.

Market Reaction

+16.78% $44.53

15m delay 80 alerts

+16.78% Since News

$44.53 Last Price

$39.64 $44.79 Day Range

+$437M Valuation Impact

$3.04B Market Cap

0.7x Rel. Volume

Following this news, AAOI has gained 16.78%, reflecting a significant positive market reaction. Our momentum scanner has triggered 80 alerts so far, indicating high trading interest and price volatility. The stock is currently trading at $44.53. This price movement has added approximately $437M to the company's valuation.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.

Key Figures

Q3 2025 revenue: $118.6M Q3 2024 revenue: $65.2M Q2 2025 revenue: $103.0M +5 more

8 metrics

Q3 2025 revenue $118.6M GAAP revenue reported for Q3 2025

Q3 2024 revenue $65.2M GAAP revenue reported for Q3 2024

Q2 2025 revenue $103.0M GAAP revenue reported for Q2 2025

Q3 GAAP gross margin 28.0% GAAP gross margin for Q3 2025

Q3 non-GAAP gross margin 31.0% Non-GAAP gross margin for Q3 2025

Q3 GAAP net loss $17.9M GAAP net loss for Q3 2025

Q3 non-GAAP net loss $5.4M Non-GAAP net loss for Q3 2025

Q4 2025 revenue guide $125M–$140M Revenue guidance range for Q4 2025

Market Reality Check

Price: $38.11 Vol: Volume 7,168,998 is 1.28x...

normal vol

$38.11 Last Close

Volume Volume 7,168,998 is 1.28x the 20-day average of 5,604,837 shares. normal

Technical Price $39.90 is trading above the 200-day MA at $26.35.

Peers on Argus

AAOI fell 13.49% while peers were mixed: DGII up 1.82%, HLIT, TSAT, ADTN and NTG...

AAOI fell 13.49% while peers were mixed: DGII up 1.82%, HLIT, TSAT, ADTN and NTGR down between 1% and 9.5%, pointing to stock-specific pressure rather than a uniform sector move.

Historical Context

5 past events · Latest: Dec 18 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 18	Product launch	Positive	+7.8%	Introduced new 400mW pump laser targeting silicon photonics and AI data centers.
Dec 10	Customer order	Positive	+15.1%	Received first volume order for 800G transceivers with clear Q4 revenue impact.
Nov 25	Conference appearance	Neutral	+1.2%	Planned fireside chat at Raymond James TMT & Consumer Conference.
Nov 06	Earnings results	Negative	-7.7%	Q3 2025 loss despite strong revenue growth and guidance still implying net loss.
Nov 04	Equity grants	Negative	-10.7%	RSU inducement grants to new employees under equity plan, adding dilution over time.

Pattern Detected

Recent product and customer wins have generally seen positive price reactions, while earnings and equity-related news have also moved the stock in the same direction as the headline tone.

Recent Company History

Over the past few months, AAOI has reported strong operational momentum. Q3 2025 revenue reached $118.6M versus $65.2M a year earlier and $103.0M in Q2, with non-GAAP gross margin at 31.0%, though the quarter still showed a non-GAAP net loss of $5.4M. Guidance called for Q4 2025 revenue of $125M–$140M. Subsequent updates highlighted an 800G transceiver volume order and a new 400mW laser platform, both followed by positive price reactions. Smaller events like conference appearances and inducement equity grants also produced aligned but more modest moves.

Market Pulse Summary

The stock is surging +16.8% following this news. A strong positive reaction aligns with AAOI’s patte...

Analysis

The stock is surging +16.8% following this news. A strong positive reaction aligns with AAOI’s pattern of moving in step with operational and strategic news. The announcement simply sets the date for reporting Q4 and full-year 2025 results and Q1 2026 outlook, so any large move would likely reflect positioning ahead of those numbers. Recent history included solid Q3 revenue of $118.6M but ongoing losses, and investors could reassess risk once detailed results and guidance are disclosed.

Key Terms

webcast, telephonic replay, form 4, form 144, +3 more

7 terms

webcast technical

"AOI will host a conference call and webcast for analysts and investors..."

A webcast is a live or recorded online event where people watch or listen to presentations, announcements, or performances through the internet. It’s like a TV broadcast but over the internet, allowing viewers from anywhere to tune in in real time or later. Webcasts are important because they let companies share information quickly and widely with audiences around the world.

telephonic replay technical

"A telephonic replay of the call will be available one hour after the call..."

A telephonic replay is a recorded version of a phone conversation or a broadcast that can be listened to again after the original event. For investors, it provides an opportunity to review important discussions, announcements, or interviews at their convenience, ensuring they don't miss key information that could affect financial decisions.

form 4 regulatory

"[Form 4] APPLIED OPTOELECTRONICS, INC. Insider Trading Activity"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

form 144 regulatory

"[144] APPLIED OPTOELECTRONICS, INC. SEC Filing"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

rule 10b5-1 trading plan regulatory

"The sale was made under a pre-established Rule 10b5-1 trading plan..."

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

restricted stock units financial

"shares surrendered back to the company to cover tax-withholding obligations when previously granted restricted stock units vested."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

equity inducement plan financial

"Applied Optoelectronics 2023 Equity Inducement Plan pursuant to Nasdaq Listing Rule 5635(c)(4)..."

An equity inducement plan is a program that gives new hires or targeted employees stock, restricted shares, or stock options as a hiring or retention reward, often separate from the company’s regular long-term incentive plans. Think of it as a signing bonus paid in company stock: it helps attract and keep talent but matters to investors because it can dilute existing shares, change executive incentives, and affect future earnings through compensation expense.

AI-generated analysis. Not financial advice.

SUGAR LAND, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its fourth quarter and full year ended December 31, 2025, on Thursday, February 26, 2026.

AOI will host a conference call and webcast for analysts and investors to discuss its fourth quarter and full year 2025 financial results and outlook for its first quarter 2026 at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time the same day. To participate in the call, please dial 844-890-1794 and ask to be joined to the AOI call.

A live audio webcast of the conference call and supplemental financials will be accessible from the company's Investor Relations website at investors.ao-inc.com. Following the webcast, an archived version will be available on the website for one year. A telephonic replay of the call will be available one hour after the call and will be available until March 5, 2026, at 11:59 p.m. Eastern Time / 10:59 p.m. Central Time and may be accessed by dialing 855-669-9658 and entering passcode 9932656.

About AOI  
Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&D facilities in Atlanta, and R&D, engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit www.ao-inc.com.  

Investor Relations Contacts:

The Blueshirt Group
Lindsay Savarese
+1-212-331-8417
ir@ao-inc.com

FAQ

When will Applied Optoelectronics (AAOI) report Q4 and full year 2025 results?

Applied Optoelectronics will report Q4 and full year 2025 results on February 26, 2026. According to Applied Optoelectronics, results will be followed by a conference call and webcast to review performance and outlook for Q1 2026.

What time is the AAOI conference call and webcast on February 26, 2026?

The AAOI conference call and webcast begins at 4:30 p.m. ET / 3:30 p.m. CT on February 26, 2026. According to Applied Optoelectronics, the call will cover Q4 and full year 2025 results and the first quarter 2026 outlook.

How can investors participate in the Applied Optoelectronics (AAOI) earnings call?

Investors can join by dialing 844-890-1794 and asking to be joined to the AOI call. According to Applied Optoelectronics, a live audio webcast and supplemental financials will also be on the investor website.

Where will the AAOI webcast and supplemental financials be available?

The live webcast and supplemental financials will be accessible at investors.ao-inc.com. According to Applied Optoelectronics, the webcast will be archived on the website for one year after the live event for later viewing.

How can I access the replay of Applied Optoelectronics' February 26, 2026 call and until when?

A telephonic replay is available until March 5, 2026 at 11:59 p.m. ET using passcode 9932656 by dialing 855-669-9658. According to Applied Optoelectronics, a webcast archive will also remain on the investor site for one year.