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Applied Optoelectronics reported a strong finish to 2025 with rapid growth but ongoing losses. Fourth quarter 2025 revenue reached $134.3 million, up from $100.3 million a year earlier, and GAAP gross margin improved to 31.2%. The company still posted a GAAP net loss of $2.0 million, or $0.03 per share, a sharp improvement from a $119.7 million loss in the prior-year quarter.
For full year 2025, revenue climbed to $455.7 million from $249.4 million, while GAAP net loss narrowed to $38.2 million, or $0.64 per share. Non-GAAP net loss improved to $15.7 million from $32.7 million. Management highlighted strong demand in CATV and datacenter products and guided first quarter 2026 revenue to $150–$165 million with non-GAAP gross margin of 29%–31% and potential non-GAAP earnings around breakeven.
Applied Optoelectronics, Inc.’s Chief Financial Officer, Stefan J. Murry, reported an open-market sale of 5,980 shares of common stock on February 20, 2026. The shares were sold at a weighted average price of $50.1542 per share, in multiple trades between $50.000 and $50.470.
These sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 12, 2025. After this transaction, the CFO continues to hold 284,070 shares of Applied Optoelectronics common stock directly.
Applied Optoelectronics, Inc. updated its executive employment agreements to increase severance protections for several senior leaders. If these executives are terminated without cause or resign for good reason, they now receive cash payments equal to nine months of base salary and nine months of target bonus, plus up to 12 months of COBRA health premium reimbursement.
If such a termination occurs within six months before or 12 months after a change of control, the executives are eligible for 15 months of base salary, 15 months of target bonus, and up to 15 months of COBRA premium reimbursement. All payments require the executives to sign and not revoke a general release of claims in favor of the company.
Applied Optoelectronics, Inc. is expanding its U.S. manufacturing presence with a new 210,000 square foot facility at 1111 Gillingham St. in Sugar Land, Texas. The company held a groundbreaking ceremony for the plant and highlighted it as a key milestone in its growth plans.
Management stated they plan to increase total investment in the facility and their headquarters from $150 million to potentially $300 million by the end of next year and have committed to creating 500 local jobs tied to automated production lines. The expansion is intended to support demand for optical transceivers used in AI and datacenter applications and to strengthen the company’s position as a major domestic supplier.
Invesco Ltd. filed a Schedule 13G reporting a passive ownership stake in Applied Optoelectronics Inc. common stock. As of December 31, 2025, Invesco may be deemed to beneficially own 3,512,309 shares, representing 5.1% of the outstanding class.
Invesco reports sole voting power over 3,489,951 shares and sole dispositive power over 3,512,309 shares, with no shared voting or dispositive power. The shares are held in client accounts of Invesco’s investment advisers, with no single client holding more than 5% economic ownership, and are certified as held in the ordinary course of business, not to influence control.
Applied Optoelectronics shareholder Stefan Murry filed a notice to sell 17,673 shares of common stock through Raymond James & Associates on NASDAQ, with an aggregate market value of $883,650. The shares are planned for sale around February 11, 2026, and 68,279,888 shares of common stock were outstanding.
The filing also lists earlier sales of common shares over the prior three months by the same shareholder, including blocks of 4,000 shares on December 10, 2025 and 6,327 shares on February 10, 2026.
Yeh Shu-Hua (Joshua) reported acquisition or exercise transactions in this Form 4 filing.
Applied Optoelectronics executive Yeh Shu-Hua (Joshua), Senior Vice President and Asia General Manager, reported an equity award of 25,799 shares of common stock on February 9, 2026. The shares reflect Restricted Stock Units granted at a price of $0.00 under the company’s Amended and Restated 2021 Equity Incentive Plan.
Following this grant, Yeh beneficially owns 372,051 common shares directly. The RSUs vest over time, with one‑sixteenth of the award vesting every three months starting on January 21, 2026, creating a gradual, service-based vesting schedule.
Applied Optoelectronics Chief Financial Officer Stefan J. Murry reported both a stock award and share sales. On February 9, 2026, he acquired 32,249 shares of common stock for $0.00 per share as Restricted Stock Units that vest in sixteen equal quarterly installments starting January 21, 2026. On February 10–11, 2026, he sold a total of 18,020 shares in open-market transactions at weighted average prices between about $48.68 and $50.25, under a Rule 10b5-1 trading plan adopted on August 12, 2025. After these transactions, he directly owned 290,050 shares of Applied Optoelectronics common stock.
Applied Optoelectronics President and CEO Chih-Hsiang (Thompson) Lin acquired 82,559 shares of common stock through a grant of restricted stock units at $0.00 per share. The RSUs were issued under the Amended and Restated 2021 Equity Incentive Plan.
One-sixteenth of the RSUs vest every three months, starting on January 21, 2026. Following this award, Lin directly beneficially owns 1,705,277 shares of Applied Optoelectronics common stock.
Applied Optoelectronics executive David C. Kuo reported both equity awards and stock sales. On February 9, 2026, he acquired 17,027 shares of common stock at $0.00 per share as a grant of restricted stock units under the Amended and Restated 2021 Equity Incentive Plan, with one‑sixteenth vesting every three months starting January 21, 2026.
He then executed open‑market sales under a pre‑arranged Rule 10b5‑1 trading plan adopted May 15, 2025, selling 2,533 shares at a weighted average price of $50.0015 on February 10, 2026 and 17,467 shares at a weighted average price of $50.1661 on February 11, 2026. After these transactions, he directly held 111,663 shares of Applied Optoelectronics common stock.