Applied Opt (AAOI)

Currency in USD
45.171
+5.601(+14.16%)
Real-time Data·

AAOI Earnings

Latest Release
Nov 06, 2025
EPS / Forecast
-0.09 / -0.01
Revenue / Forecast
118.60M / 118.69M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
12/2025--/-0.108--/132.28M----Free Sign Up
09/2025-0.09/-0.01118.6M/118.69M-800%-0.08%Free Sign Up
06/2025-0.16/-0.08102.95M/106.16M-100%-3.02%Free Sign Up
03/2025-0.02/-0.0499.86M/99.38M+50%+0.48%Free Sign Up
12/2024-0.02/-0.02100.3M/99.92M0%+0.38%Free Sign Up
09/2024-0.21/-0.1765.2M/62.6M-23.53%+4.15%Free Sign Up
06/2024-0.28/-0.2943.3M/44.14M+3.45%-1.9%Free Sign Up
03/2024-0.31/-0.2940.7M/43.6M-6.9%-6.65%Free Sign Up
12/20230.04/-0.00360.5M/65.09M+1,638.46%-7.05%Free Sign Up
09/2023-0.05/-0.0562.5M/62.61M0%-0.18%Free Sign Up

All numbers in USD

Applied Opt Earnings Call Summary for Q3/2025

  • Applied Optoelectronics reported Q3 2025 loss of $0.09 per share, missing forecasts of $0.01, with revenue of $118.6M slightly below expectations, causing shares to drop 7.68% after hours.
  • Revenue grew 82% YoY and 15% QoQ with non-GAAP gross margin improving to 31% from 25% in Q3 2024, driven by strong demand in CATV and data center markets.
  • For Q4 2025, the company forecasts revenue between $125M-$140M, with CATV contributing $50M-$55M and expects significant 800G product shipments to begin.
  • Management projects profitability in 2026 with potential net profit exceeding $150M, while expanding manufacturing capabilities in Texas and Taiwan to meet AI-driven demand.
  • CEO highlighted 'crazy' customer demand for transceivers, with plans to increase production of 800G and 1.6T products by 8.5x by year-end despite shipping delays with hyperscale customers.
Last Updated: 2025-11-06, 05:50 p/m
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FAQ

What Is Applied Opt's Earnings Per Share (TTM)?

The Applied Opt EPS (TTM) is -2.88.

When Is The Next Applied Opt Earnings Date?

Applied Opt will release its next earnings report on Feb 19, 2026.

What Is Applied Opt’s Revenue Forecasts For Upcoming Quarters?

Applied Opt’s revenue forecast is 145.71M.

How Did Applied Opt React to the Company's Latest Earnings Report?

Applied Opt reported a -800% EPS surprise and a -0.08% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by -9.330%, reflecting the market's response to the earnings results.
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