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.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

AOI Adds Al Johnson as Senior Director of Business Development in Broadband Access

SUGAR LAND, Texas, June 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 addition of Michael Ballard as Senior Director of Marketing in Broadband Access. AOI continues to build its newly formed Broadband Access division.

AOI Adds Michael Ballard as Senior Director of Marketing in Broadband Access

AOI adds another critical industry executive to their Broadband Access team AOI adds another critical industry executive to their Broadband Access team

AOI Adds Steve Pederson as AVP of Business Development in Broadband Access

SUGAR LAND, Texas, May 25, 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 availability of Line Extender and System Amplifier products.

Applied Optoelectronics Announces Quantum Bandwidth™ Line Extender and System Amplifier Products

McCrum previously served 27 years with Scientific-Atlanta and Cisco Systems, including serving as lead of Cisco's Cable Access Business Unit and Vice President of Marketing McCrum previously served 27 years with Scientific-Atlanta and Cisco Systems, including serving as lead of Cisco's Cable Access Business Unit and Vice President of Marketing

AOI Appoints Todd McCrum to Newly Created Role of Senior Vice President and General Manager of Broadband Access

Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to loss of $0.29 per share a year ago.

Applied Optoelectronics (AAOI) Reports Q1 Loss, Misses Revenue Estimates

SUGAR LAND, Texas, May 04, 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 first quarter 2023 ended March 31, 2023.

Applied Optoelectronics Reports First Quarter 2023 Results

NEW YORK , May 3, 2023 /PRNewswire/ -- Purcell & Lefkowitz LLP, a class action law firm dedicated to representing shareholders nationwide, is investigating a potential breach of fiduciary duty claim involving the board of directors of Applied Optoelectronics, Inc. (NASDAQ: AAOI). If you are a shareholder of Applied Optoelectronics, Inc. and are interested in obtaining additional information regarding this investigation, free of charge, please visit us at: https://pjlfirm.com/applied-optoelectronics-inc/ You may also contact Robert H.

SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Is Investigating Applied Optoelectronics, Inc. for Potential Breaches of Fiduciary Duty By Its Board of Directors

SUGAR LAND, Texas, April 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 first quarter ended March 31, 2023 on Thursday, May 4, 2023.

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

Applied Optoelectronics Inc.'s transceiver business has continued to underperform. The company plans to sell the data center business to Yuhan Optoelectronic Technology for $150M, with management confident the deal can close in 2023.

Model Transition Positions Applied Optoelectronics For Long-Term Growth

Applied Optoelectronics (AAOI) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

Why Fast-paced Mover Applied Optoelectronics (AAOI) Is a Great Choice for Value Investors

Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q4 2022 Results Earnings Conference Call February 23, 2023 4:30 PM ET Company Participants Lindsay Savarese - Investor Relations Thompson Lin - Founder, President, Chief Executive Officer, and Chairman of the Board Stefan Murry - Chief Financial Officer and 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) Q4 2022 Earnings Call Transcript

Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of 36.67% and 0.48%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Applied Optoelectronics (AAOI) Reports Q4 Loss, Tops Revenue Estimates

SUGAR LAND, Texas, Feb. 23, 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 fourth quarter and full year ended December 31, 2022.

Applied Optoelectronics Reports Fourth Quarter and Full Year 2022 Results

SUGAR LAND, Texas, Feb. 02, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that it will release financial results for its fourth quarter and full year ended December 31, 2022, on Thursday, February 23, 2023.

Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2022 Financial Results Conference Call

First Citizens BancShares

NEW YORK , Dec. 5, 2022 /PRNewswire/ -- CIT, a division of First Citizens Bank, today announced that CIT Northbridge Credit, as advised by CIT Asset Management LLC, served as agent on a $27.78 million credit facility for Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic networking products. Founded in 1997 and headquartered in Sugar Land, Texas, Applied Optoelectronics, Inc. ("AOI") is a leading provider of fiber-optic access network products for the internet data center, cable broadband, fiber-to-the-home and telecommunications markets.

CIT Northbridge Credit Provides $27.78 Million Credit Facility to Applied Optoelectronics

Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of 10.34% and 3.45%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Applied Optoelectronics (AAOI) Reports Q3 Loss, Lags Revenue Estimates

Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q3 2022 Results Conference Call November 3, 2022 4:30 PM ET Company Participants Lindsay Savarese - Investor Relations Thompson Lin - Founder, Chairman and CEO Stefan Murry - Chief Financial Officer and Chief Strategy Officer Conference Call Participants Ethan Widell - B. Riley Operator Good afternoon.

News for Applied Optoelectronics Stock (AAOI)