Applied Optoelectronics

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

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Applied Optoelectronics (AAOI) reports strong Q4 performance and margin growth

Applied Optoelectronics (AAOI) delivered a solid performance in Q4, with revenue meeting expectations and gross margin exceeding guidance. The company faces challenges in managing inventory and operating expenses but is focused on enhancing profitability.
Strengths lie in strategic partnerships, record segment revenue, and margin improvement efforts. Opportunities for growth include margin expansion, demand-driven revenue growth, and strategic transactions.
Navigating challenges such as inventory management, operating expenses, and production constraints will be key. Overall, Applied Optoelectronics is poised for growth with a focus on innovation, cost efficiency, and margin enhancement.

Applied Optoelectronics (AAOI) reports solid Q1 performance amidst challenges

Applied Optoelectronics (AAOI) delivered a solid performance in Q1 2023 despite challenges like foreign exchange losses and inventory build-up.
Strategic partnerships, debt repayment plans, and revenue segment breakdowns offer insights into the company's growth trajectory.
Efforts to address challenges and capitalize on opportunities position AAOI for continued success in the evolving market landscape.

Applied Optoelectronics (AAOI) reports Q2 results, eyes Microsoft deals

Applied Optoelectronics (AAOI) met Q2 revenue guidance but faces challenges in the CATV segment.
Strong focus on improving gross margins, expanding product offerings, and talent additions.
Notable agreements with Microsoft present significant revenue opportunities exceeding $300 million.
Company aims to return gross margins to around 40% and expects continued growth in data center business.

Applied Optoelectronics reports Q3 results, eyes growth in datacenter

AOI's Q3 performance showed mixed results across segments, with strong datacenter growth offsetting declines in CATV and telecom. The company aims for improved margins and revenue growth driven by 800G products and strategic partnerships.

Applied Optoelectronics reports positive Q4 EBITDA, eyes 800G product growth

Applied Optoelectronics faced revenue challenges in Q4 but demonstrated strength in profitability and growth areas like 100G and 400G products. The company is poised for recovery in Q2, with a positive outlook for 2024 driven by 800G product opportunities and market expansion.

Applied Optoelectronics reports Q1 results, eyes high-speed product growth

Applied Optoelectronics faced challenges with revenue slightly below guidance and lower-than-expected gross margins.
However, the company remains optimistic about the future, focusing on high-speed product opportunities and customer relationships.
With a strong long-term demand outlook, AOI is poised to leverage its position for growth and capitalize on emerging opportunities.

Applied Optoelectronics (AAOI) reports mixed Q2 results, eyes Q4 growth

Applied Optoelectronics (AAOI) delivered mixed results in Q2 with revenue meeting guidance but gross margin falling short.
The company faces challenges in margin improvement and CATV segment performance, yet anticipates growth opportunities in Q4.
Strategic focus on datacenter product expansion and profitability enhancement through margin improvement and cost efficiency.
Overall, Applied Optoelectronics (AAOI) aims for improved financial performance amidst market challenges and growth prospects.

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SUGAR LAND, Texas, Nov. 30, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”) announced today that it intends to offer to sell, subject to market and other conditions, $80 million aggregate principal amount of Convertible Senior Notes due 2026 (the “Notes”) in an offering exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”).

Applied Optoelectronics Announces Proposed Private Offering of $80 Million of Convertible Senior Notes due 2026

After briefly dipping below $7 in late October, shares of Applied Optoelectronics Inc. have rallied by approximately 100% this month so far. With leading AI player and key customer Microsoft Corporation trading at new all-time highs, shares of Applied Optoelectronics are back in the spotlight again. Earlier this month, AOI reported third quarter results and provided fourth quarter guidance largely in line with consensus expectations. However, this was below my projections for a beat-and-raise quarter.

Applied Optoelectronics: 2024 Should Be Strong But Downgrading On Valuation

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Distribution Includes AOI's Quantum12™ Series, Implementing the latest DOCSIS 4.0 Technologies Distribution Includes AOI's Quantum12™ Series, Implementing the latest DOCSIS 4.0 Technologies

AOI and Digicomm International Announce Exclusive Distribution Relationship

Applied Optoelectronics, Inc. (AAOI) Q3 2023 Earnings Call Transcript

SUGAR LAND, Texas, Oct. 19, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FTTH) markets, today announced that it will release financial results for its third quarter ended September 30, 2023 on Thursday, November 9, 2023.

Applied Optoelectronics Announces Date of Third Quarter 2023 Financial Results Conference Call

Company to showcase Quantum Bandwidth™ products at upcoming SCTE® Cable-Tec Expo® Company to showcase Quantum Bandwidth™ products at upcoming SCTE® Cable-Tec Expo®

AOI Launches QuantumLink™ to Revolutionize Remote Management of Cable Amplifiers

Here is how Applied Optoelectronics (AAOI) and Badger Meter (BMI) have performed compared to their sector so far this year.

Are Computer and Technology Stocks Lagging Applied Optoelectronics (AAOI) This Year?

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Applied Optoelectronics (AAOI), Arlo Technologies (ARLO), Super Micro (SMCI), Nvidia (NVDA) and Vertiv Holdings (VRT) are leading the sector higher this year and have a solid Zacks Rank #1 (Strong Buy) or 2 (Buy).

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SUGAR LAND, Texas, Sept. 19, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FTTH) markets, today announced that it has filed a complaint for patent infringement against Molex, LLC (Molex).

Applied Optoelectronics Filed Patent Infringement Lawsuit Against Molex

Shares sold off after the company terminated the $150 million sale of its Chinese manufacturing facilities and increased the amount available under its Equity Distribution Agreement. Last week's disclosures have resulted in renewed concerns regarding the company's weak financial condition and a $80.5 million convertible debt maturity in March. However, investors would be well-served to focus on the company's very strong near-term business prospects as demand for high-speed data center components continues to accelerate across the board.

Applied Optoelectronics: Buy With Both Hands After Unwarranted Selloff

Applied Optoelectronics, Inc.'s latest quarterly results show promise, particularly in the data center segment, with strong revenue growth rates and improving gross margins. The failed asset sale, which was expected to bring in $150 million in proceeds, has put additional pressure on the Applied Optoelectronics balance sheet. Applied Optoelectronics faces a significant challenge in its balance sheet, with limited cash and impending debt obligations, which raises concerns about its ability to sustain its recovery.

Applied Optoelectronics: Far From Thriving, But Optimistic (Rating Upgrade)

SUGAR LAND, Texas, Aug. 28, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FTTH) markets, today announced the Company will present at the following investor conference:

Applied Optoelectronics to Present at the H.C. Wainwright 25th Annual Global Investment Conference

Here is how Applied Optoelectronics (AAOI) and Axcelis Technologies (ACLS) have performed compared to their sector so far this year.

Is Applied Optoelectronics (AAOI) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how Applied Optoelectronics (AAOI) and Airbnb, Inc. (ABNB) have performed compared to their sector so far this year.

Is Applied Optoelectronics (AAOI) Outperforming Other Computer and Technology Stocks This Year?

Shares of Applied Optoelectronics Inc. AAOI, +66.39% zoomed 65.1% higher in very active midday trading Friday, to pace all gainers listed on the Nasdaq, after the maker of optical communications products provided an upbeat outlook for the current quarter. The stock was headed for the biggest one-day gain since it went public in August 2018, and the highest close since February 2021.

Applied Optoelectronics' stock blasts off toward record gain on heavy volume, after upbeat earnings outlook and upgrade

Applied Optoelectronics beat on both top and bottom lines last night. Non-GAAP losses were much less than expected.

Why Applied Optoelectronics Stock Soared 40% Today

Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q2 2023 Earnings Conference Call August 3, 2023 4:30 PM ET Company Participants Lindsay Savarese - Investor Relations Thompson Lin - Founder, President, Chief Executive Officer & Chairman of the Board Stefan Murry - Chief Financial Officer & Chief Strategy Officer Conference Call Participants Simon Leopold - Raymond James Tim Savageaux - Northland Capital Markets Operator Good afternoon. I will be your conference operator.

Applied Optoelectronics, Inc. (AAOI) Q2 2023 Earnings Call Transcript

SUGAR LAND, Texas, Aug. 03, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FTTH) markets, today announced financial results for its second quarter 2023 ended June 30, 2023.

Applied Optoelectronics Reports Second Quarter 2023 Results

SUGAR LAND, Texas, July 31, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (AOI) (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home markets, today announced the appointment of Corey Chapman as senior director of sales engineering for its Quantum Bandwidth product line.

AOI Adds Corey Chapman to Lead Sales Engineering Team for Quantum Bandwidth

It's highly unlikely you've heard of Applied Optoelectronics Inc. NASDAQ: AAOI until maybe recently, as shares soared more than 300% on its new supply agreement with Microsoft Co. NASDAQ: MSFT. The company is a vertically integrated optical networking product and laser manufacturer for datacenter, cable broadband and telecom customers.

Is the Microsoft Deal Driving Applied Optoelectronics 300% Gain?

SUGAR LAND, Texas, July 13, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FTTH) markets, today announced that it will release financial results for its second quarter ended June 30, 2023 on Thursday, August 3, 2023.

Applied Optoelectronics Announces Date of Second Quarter 2023 Financial Results Conference Call

Applied Optoelectronics witnessed a significant stock price increase, but its justification seems more driven by speculative factors rather than solid fundamentals. The company's financial position is a concern, with negative free cash flows and a less-than-desirable balance sheet. Applied Optoelectronics' revenue growth rates have been unstable, and downward revisions in revenue expectations have already been observed.

Applied Optoelectronics: Optics Misaligned, Despite Soaring Stock

Applied Optoelectronics (AAOI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Applied Optoelectronics (AAOI) Surges 15.8%: Is This an Indication of Further Gains?

SUGAR LAND, Texas, July 05, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FTTH) markets, today announced the addition of Al Johnson as Senior Director of Business Development. AOI adds another industry veteran to its newly formed Broadband Access division.

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