{"filings":[{"id":442641,"accession_number":"0001104659-26-061168","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-05-14T20:08:11+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Optoelectronics files $600M at-the-market equity offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreement with Raymond James and Needham to sell up to $600M of common stock at market prices.","Sales agents receive 2% of gross proceeds; no minimum obligation for company to sell shares.","Shares registered under existing Form S-3ASR; prospectus supplement filed May 14, 2026.","ATM facility can be terminated anytime by company or agents; use of proceeds not specified.","Potential dilution of up to ~$600M in common equity if fully utilized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":68202,"accession_number":"0001683168-26-003817","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-05-13T20:10:26+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AAOI signs three long-term leases with $102.25M purchase option in Houston","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three 123-month leases with Hightower Phase I Owner for industrial buildings totaling ~736,216 rentable sq ft.","Initial rent abatement first 3 months; monthly rent for Building 1 starts at $104,915.20 in month 4.","Purchase option for aggregate $102.25M; earnest money $1,758,750; closing 45 days after exercise.","Leases cover manufacturing, warehouse, and office use; estimated delivery date Nov 1, 2026.","Outside delivery date Jan 1, 2027; Tenant may terminate if not completed by July 1, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91582,"accession_number":"0001683168-26-003572","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Applied Optoelectronics dismisses Grant Thornton, appoints PwC as FY2026 auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Grant Thornton dismissed May 4, 2026 after competitive selection; PwC appointed for fiscal year ending Dec 31, 2026.","No adverse opinions or disagreements with Grant Thornton in FY2024/2025; prior material weakness in technical accounting controls remediated by Dec 2025.","Grant Thornton will complete review of Q1 2026; PwC not previously consulted on accounting matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91581,"accession_number":"0001683168-26-003562","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q1 revenue $151.1M, net loss widens to $14.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP revenue $151.1M, +51% YoY from $99.9M; GAAP net loss $14.3M vs $9.2M loss YoY.","GAAP EPS loss $0.19; non-GAAP EPS loss $0.07 vs $0.02 loss YoY.","First volume shipment of 800G transceivers to a hyperscale customer; total 800G capacity ~100k units/month.","Houston-area footprint nearly doubled via acquisitions and leases to support growth.","Management expects strong volume ramp of 800G starting Q2, significant growth from Q3."],"consensus_eps_estimate":-0.0495,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":151144000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91580,"accession_number":"0001683168-26-002858","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics agrees to buy 388,133 sq ft facility in Pearland, TX for $58.4M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchase price $58.4M for two buildings totaling ~388,133 sq ft in Pearland, Texas.","Property intended for office, warehouse, manufacturing and assembly use.","Closing scheduled for April 17, 2026; $1.17M deposit due within three business days.","Seller is SRPF D/Kirby Industrial, L.P.; agreement contains customary representations and closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101780,"accession_number":"0001104659-26-027101","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Optoelectronics ups ATM offering to $500M; $250M already sold","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment increases aggregate offering under Equity Distribution Agreement from $250M to $500M.","As of March 12, 2026, company sold 2,476,307 shares for approx. $249,999,983.","Remaining capacity of approx. $250M may be sold through ATM program.","Sales agents: Raymond James & Associates and Needham & Company; compensation 2% of gross proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101779,"accession_number":"0001683168-26-001522","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics signs ~$30.9M cleanroom design-build contract; targeted completion Sept 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Contract with LCC3 Solution Inc. for 92,674 sq ft ISO 6 cleanroom at Sugar Land, TX facility.","Total contract sum ~$30.885M; payments based on progress with 10% retainage.","Liquidated damages cap of $1.6M; incentives up to $1.81M (schedule) and up to $3.324M (performance/warranty).","Targeted substantial completion date: September 30, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101778,"accession_number":"0001683168-26-001360","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics signs 130-month lease for 153,928 sq ft Houston facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease for Building #3 at Blue Ridge Commerce Center, Houston, TX; permitted use includes office, warehouse, and light manufacturing.","Base rent abated months 1-5; then $5.16/RSF annualized (months 6-10), escalating to $14.56/RSF (months 121-130).","Tenant improvement allowance of $3,078,560; security deposit $2M with reductions to $1.16M after 100 months.","One-time early termination option after 82 months; purchase option for building at ~$30.26M by Dec 15, 2026.","Lease creates a direct financial obligation under Item 2.03 with total rent commitment over ~10.8 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101777,"accession_number":"0001683168-26-001315","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q4 revenue $134.3M, net loss narrows to $2.0M; full year revenue record $455.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $134.3M vs $100.3M YoY; GAAP gross margin 31.2% vs 28.7% YoY.","GAAP net loss $2.0M ($0.03/share) vs $119.7M loss ($2.60/share) in Q4 2024.","Non-GAAP net loss $0.6M ($0.01/share) vs $1.0M loss ($0.02/share) a year ago.","Full year revenue $455.7M vs $249.4M in 2024; GAAP net loss $38.2M ($0.64/share).","CEO cites broad-based CATV and datacenter demand; CFO expanding manufacturing capacity for next-gen products."],"consensus_eps_estimate":-0.1151,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":455715000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101776,"accession_number":"0001104659-26-020600","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Optoelectronics enters $250M at-the-market equity distribution agreement with Raymond James & Needham","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company may sell up to $250M of common stock at market prices through Sales Agents.","Sales Agents Raymond James & Needham will receive 2% of gross sales price as compensation.","No obligation to sell any shares; sales made via Nasdaq or other markets per placement notice.","Agreement terminates upon full sale of Shares or earlier termination by either party.","Offering registered under automatic shelf registration statement (S-3ASR) filed Feb 26, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101775,"accession_number":"0001683168-26-001184","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Applied Optoelectronics enhances severance packages for four senior executives","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Non-CIC severance increased to 9 months base salary & target bonus (from 6 months); COBRA up to 12 months (formerly $15k).","CIC severance increased to 15 months base salary & target bonus (from 12 months); COBRA up to 15 months; full equity acceleration added.","Affected executives: CFO/CSO Stefan Murry, SVP NA GM Fred Chang, SVP Asia GM Joshua Yeh, and Chief Legal Officer David Kuo.","Amendment approved by Compensation Committee on February 13, 2026; severance subject to execution of release of claims."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101774,"accession_number":"0001104659-26-014691","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Applied Optoelectronics breaks ground on 210k sq ft facility; investment upped to $300M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Broke ground on 210,000 sq ft manufacturing facility at 1111 Gillingham St., Sugar Land, TX.","Plans to increase facility and HQ investment from $150M to potentially $300M by end of next year.","Committed to creating 500 local jobs for automated production lines programming.","Facility targets AI/datacenter demand; aims to make AOI largest US supplier of optical transceivers.","Contractors include LCC3 Solutions Inc. and Atlantic Building Consultant & Services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118100,"accession_number":"0001683168-25-008857","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary Prime World enters NT$100M & US$2M credit facility with Taishin Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["NT$100M revolving credit line (~2.5% rate, 3-month draws) matures Oct 31, 2026.","US$2M derivatives facility for FX hedging; separate from loan line.","Conditions: quarterly inward remittances ≥NT$700M, min deposit NT$50M, 100% ownership, working capital ≥NT$5.1B.","NT$500K setup fee; obligations secured by promissory note.","Prime World may use facility from Nov 27, 2025 through Oct 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118099,"accession_number":"0001104659-25-108503","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Optoelectronics enters $180M ATM equity distribution agreement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company may sell up to $180M of common stock at-the-market through Raymond James and Needham.","Sales Agents receive 2% of gross proceeds; reimbursement capped at $30K for expenses upon termination.","No obligation to sell any shares; company can suspend offerings at any time.","Shares registered under automatic shelf registration on Form S-3ASR (333-283905)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118098,"accession_number":"0001683168-25-008029","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q3 revenue $118.6M, up 82% YoY; CATV segment record; 800G ramp in Q4","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $118.6M, up 82% YoY; GAAP net loss $17.9M ($0.28/sh) vs net loss $17.8M YoY.","Non-GAAP net loss $5.4M ($0.09/sh) improved from $8.8M loss ($0.21/sh) YoY.","CATV revenue at all-time high driven by 1.8 GHz amplifier products; strong broad-based demand.","Expecting meaningful 800G transceiver shipments in Q4; targeting 100k units/month capacity by year-end."],"consensus_eps_estimate":-0.0902,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":321441000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118097,"accession_number":"0001683168-25-007913","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary leases additional 54,086 sq ft in Taiwan, sole tenant through 2040","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Subsidiary Prime World leases remaining 54,086 sq ft of Taiwan facility, becoming sole tenant.","15-year lease from Dec 1 2025 to Oct 31 2040; monthly rent NTD 1,292k-1,370k, increasing 3% every 5 years.","Rights include first refusal to purchase property and early termination protection for first 8 years.","Lease covers former Coupang space; rent-free fit-out period Nov 1-30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134554,"accession_number":"0001683168-25-007212","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics enters 126-month lease for 209,665 sq ft manufacturing facility in Sugar Land, TX","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease term of 126 months, commencing by March 31, 2026; base rent starts at $7.44/sq ft/yr (~$129,992/month) after 7-month abatement, escalating to $10.49/sq ft/yr (~$183,367/month).","Landlord provides construction allowance up to $1,886,985 toward leasehold improvements.","Tenant has right of first refusal on contiguous space, right of first offer to purchase, and two renewal options of 5 years each.","Premises at 1111 Gillingham Lane, Sugar Land, TX; used for manufacturing and related operations.","Security deposit may be in form of irrevocable standby letter of credit with automatic renewal provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134553,"accession_number":"0001683168-25-006678","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics Taiwan subsidiary signs 15-year lease for 346K sq ft factory in New Taipei City","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease starting Nov 1, 2025 at NTD 6.8M/month for first 5 years, increasing 3% every 5 years.","Two-month rent-free fit-out period from Sept 1 to Oct 31, 2025.","Right of first refusal to purchase the property and to lease adjacent 54K sq ft space (Coupang lease area) from July 2028.","Security deposit of NTD 13.6M; early termination by lessor prohibited until year 9, then requires 12 months notice and 3 months rent compensation.","Lease covers land and building in Wugu District, excludes area already leased to Coupang."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134552,"accession_number":"0001104659-25-084009","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"AAOI enters $150M at-the-market equity distribution agreement with Raymond James and Needham","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to $150M in common stock may be sold from time to time through Raymond James and Needham as sales agents.","Sales agents receive 2% commission on gross proceeds; Company can suspend or terminate at any time.","Shares are registered under existing shelf registration statement (Form S-3ASR).","Agreement provides flexibility to raise capital; no obligation to sell any shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134551,"accession_number":"0001683168-25-006467","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"AAOI subsidiary terminates 15-year Taiwan lease; pays NT$9.4M settlement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Terminated land/building lease in Taoyuan City originally set for Sep 1, 2025–Aug 31, 2040.","AAOI subsidiary pays NT$9,400,000 (≈$300k) as full settlement for early termination.","Security deposit of NT$4,700,000 applied toward payment; any shortfall to be paid.","Subsidiary may store idle equipment at property until Sep 30, 2025, at lessor's no-obligation.","No further claims between parties after termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134550,"accession_number":"0001683168-25-005755","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q2 revenue $103M, up 138% YoY; net loss $9.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $103.0M vs $43.3M YoY (+138%), gross margin 30.3% vs 22.1% YoY.","GAAP net loss $9.1M ($0.16/sh) vs $26.1M loss YoY; non-GAAP net loss $8.8M ($0.16/sh) vs $10.9M loss YoY.","CEO says EPS below expectations due to elevated opex from R&D/SG&A for 800G/1.6Tb transceiver qualification.","Company expects meaningful 800G shipments in H2 2025; targeting >100k units/month production capacity by year-end, 40% US.","Taiwan factory approved for 800G production by one major hyperscale customer; approaching final stages of qualification."],"consensus_eps_estimate":-0.0757,"consensus_eps_actual":-0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":202811000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134549,"accession_number":"0001683168-25-005710","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics enters $35M revolving credit facility with BOK Financial","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$35M revolving line of credit, with accordion feature to increase up to $75M.","Three-year term; borrowings secured by substantially all assets excluding foreign subsidiaries.","Interest rate: Term SOFR + 0.10% + Applicable Margin, with 3.50% for SOFR loans.","Proceeds to be used for general working capital and business operations.","Maintains financial covenants and customary events of default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134548,"accession_number":"0001683168-25-005626","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary enters 250M RMB credit line with Shanghai Pudong Development Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Global Technology, Inc., a wholly owned subsidiary of Applied Optoelectronics, secured a 250,000,000 RMB revolving credit line from Shanghai Pudong Development Bank on July 29, 2025.","The five-year credit line, valid through July 29, 2030, may be drawn for general corporate and capital investment purposes.","Obligations under the credit line are secured by real property owned by Global Technology and mortgaged under a separate Security Agreement.","The bank retains the right to unilaterally revoke the credit line without prior notice due to regulatory changes or changes in Global Technology's credit standing.","Interest rates on each draw will be mutually agreed between the bank and Global Technology and specified in separate loan documents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134547,"accession_number":"0001683168-25-005322","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary enters into RMB 82 million credit facility and repays existing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Global Technology, AAOI subsidiary, signed a one-year RMB 82 million unsecured credit facility with Shanghai Pudong Development Bank on July 18, 2025.","The facility bears interest at 12-month LPR minus 0.4% (initial 3.0%), with monthly interest and principal due at maturity on July 18, 2026.","Proceeds repaid RMB 62 million working capital loans and RMB 85.5 million acceptance bills under the prior CZB credit line, which was terminated.","The CZB line, from June 7, 2022, had up to RMB 200 million capacity; no early repayment penalties were incurred.","The new facility will be used for general corporate and capital investment purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134546,"accession_number":"0001683168-25-004861","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics unit obtains 162.26M RMB revolving credit facility from China Construction Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary Global Technology, Inc. entered a five-year revolving credit line for 162,260,000 RMB (~$22M).","Facility runs from June 26, 2025 to June 26, 2030; drawn amounts bear interest at Bank's commercial rate.","Proceeds will be used for general corporate and capital investment purposes.","Obligations are secured by a maximum mortgage on real property owned by Global Technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151404,"accession_number":"0001683168-25-004603","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary enters RMB 96.8M credit facility, repays existing loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Global Technology entered 12-month RMB 96.8M credit facility with China Construction Bank on June 12, 2025.","Borrowings used to repay RMB 96.8M working capital loans and RMB 22.7M acceptance bills under Shanghai Pudong Development Bank line.","Interest rate set at bank's 12-month prime loan rate (currently 3%) minus 0.05%, effective ~2.95%.","Credit facility is unsecured, matures June 16, 2026; monthly interest payments, principal at maturity.","Old SPD credit line (up to RMB 170M) terminated upon repayment; no penalties incurred."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151403,"accession_number":"0001683168-25-004444","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"AAOI stockholders approve increase in authorized common shares from 80M to 120M","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Authorized common shares increased from 80M to 120M; total authorized capital stock from 85M to 125M.","Share increase amendment passed with 32,969,059 for, 1,874,879 against, 42,206 abstain.","Three Class III directors elected: Chih-Hsiang Lin, Richard Black, Min-Chu Chen (all with >22M votes).","Ratification of Grant Thornton LLP as auditor for FY2025 approved (34.7M for, 128k against).","Advisory say-on-pay proposal approved (24.7M for, 645k against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151402,"accession_number":"0001683168-25-004402","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary signs 15-year lease for Taiwan facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Subsidiary Prime World leases 10,040 sqm land and 12,226 sqm building in Taoyuan, Taiwan for 15 years.","Monthly rent starts at NTD 2.35M (approx $72,600) with 3% escalation every three years.","Security deposit of NTD 4.7M; rent-free renovation period from June to August 2025.","AAOI gains rights of first refusal to purchase or renew the leased property.","Lease commences Sept 1, 2025, ending Aug 31, 2040; early termination generally prohibited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151401,"accession_number":"0001104659-25-053561","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Optoelectronics enters up to $100M ATM equity distribution agreement with Raymond James and Needham","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company may sell up to $100M of common stock in at-the-market offerings through Raymond James and Needham.","Sales agents receive 2% commission on gross proceeds; reimbursement for expenses up to $10k, plus up to $30k if minimum not met.","Shares registered under existing automatic shelf registration statement (Form S-3ASR).","Company has no obligation to sell any shares and may suspend offerings at any time.","Agreement may be terminated by either party; termination occurs upon sale of all shares subject to agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151400,"accession_number":"0001683168-25-003290","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q1 revenue doubles to $99.9M; gross margin expands to 30.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $99.9M vs $40.7M YoY; GAAP net loss narrowed to $9.2M ($0.18/share) from $23.2M.","Non-GAAP net loss $0.9M ($0.02/share) improved from $12.0M loss in Q1 2024.","Record CATV revenue in Q1; secured three new design wins with an existing hyperscale customer.","Targeting 800G transceiver capacity of >100k units/month by year-end, 40% in US.","GAAP gross margin 30.6% vs 18.7% YoY; non-GAAP gross margin 30.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":99859000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151399,"accession_number":"0001104659-25-039442","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Applied Optoelectronics registers 7.95M shares for resale by selling stockholder under warrant","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement for resale of up to 7,945,399 shares of common stock.","Shares are issuable upon exercise of warrant dated March 13, 2025.","Company will not receive any proceeds from sales by selling stockholder.","Filing includes legal opinion from Norton Rose Fulbright US LLP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151398,"accession_number":"0001683168-25-002413","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-04-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Optoelectronics shareholders approve 2M-share equity plan increase at special meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Proposal 1: amendment to 2021 equity plan to increase reserved shares by 2,000,000 passed with 17,367,333 for, 3,864,045 against.","Proposal 2: adjournment proposal passed with 17,725,035 for, 3,459,469 against.","Special meeting held April 10, 2025; 42.76% of eligible shares (21,316,994 of 49,851,482) were represented.","Annual limits on award values under the plan will also increase per the approved amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151397,"accession_number":"0001683168-25-002374","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics signs 84-month, 38,897 sq ft lease in Duluth, GA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Initial monthly base rent $31,770.83 (months 1-12), increasing to $59,026.20 (months 73-84).","Rent abated for first 24 months; calculated on 25,000 RSF (months 1-12) and 32,000 RSF (months 13-24).","Landlord contributes up to $875,182.50 toward improvements; tenant pays $300,000 plus $200,000 for furniture.","One-time option to extend for 5 years at fair market rent, subject to conditions.","Security deposit of $59,026.20 delivered upon lease execution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151396,"accession_number":"0001104659-25-030932","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Applied Optoelectronics reduces quorum for special stockholder meetings to 33.33% of voting power","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved Amendment No. 1 to Amended and Restated By-laws on April 2, 2025.","New quorum for special meetings set at one-third (33.33%) of issued and outstanding voting stock.","Change applies to any special meeting of stockholders held after the amendment.","Full text filed as Exhibit 3.1 to the Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170282,"accession_number":"0001683168-25-001580","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Applied Optoelectronics grants Amazon warrant for 7.95M shares at $23.70 tied to $4B purchases","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued warrant to Amazon subsidiary for 7,945,399 shares at $23.6954/share; 1,324,233 vested immediately.","Remaining shares vest based on Amazon discretionary purchases of up to $4 billion.","Warrant exercisable until March 13, 2035; includes anti-dilution adjustments and registration rights.","Transaction Agreement grants Amazon board observer and information rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170281,"accession_number":"0001104659-25-019113","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-02-28T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"AAOI enters $100M at-the-market equity distribution agreement with Raymond James","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Up to $100M of common stock may be sold through Raymond James as sales agent.","Shares sold at-the-market via Nasdaq or to market makers; 2% commission to agent.","Company may suspend or terminate offering at any time; no obligation to sell.","Agreement effective Feb 28, 2025; shares registered under existing shelf registration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170280,"accession_number":"0001683168-25-001240","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics posts GAAP net loss of $119.7M in Q4 on large impairment; revenue up 66% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $100.3M (+66% YoY); datacenter and CATV strength; CATV revenue more than doubled sequentially.","GAAP net loss $119.7M ($2.60 loss per share) compared to $13.9M loss in Q4 2023; non-GAAP loss $1.0M ($0.02/share).","Full year 2024 revenue $249.4M (+15% YoY); GAAP net loss $186.7M ($4.50/share) vs $56.0M loss in 2023.","Received substantial order for Quantum Bandwidth products from top North American cable operator.","Expects sizeable capex investments over next quarters for increased datacenter production in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":249365000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187294,"accession_number":"0001683168-24-009068","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-12-31T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary signs NT$277M cleanroom construction contract in Taiwan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Contract with Chyi Ding Technologies for cleanroom, mechanical, electrical, renovation work at Linkou, New Taipei City.","Fixed price NT$277M (~$8.5M), with 30% advance payment and milestone installments.","Construction started Dec 2024, target completion April 20, 2025; delay penalty 0.3%/day, max 10% of contract price.","Performance bond of 10% (NT$27.7M) to be converted to warranty bond after acceptance.","Project expands Prime World's manufacturing capabilities in Taiwan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187293,"accession_number":"0001104659-24-131385","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["1.01","1.02","2.03","3.02","7.01","9.01"],"status":"ready","headline":"AOI exchanges $76.7M 2026 notes for $125M 2030 notes, raises $33.7M equity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $76.7M of 5.250% 2026 notes for $125M of 2.750% 2030 notes, 1.49M shares, and ~$90k cash.","Concurrent registered direct offering of 1,036,458 shares at $33.97/share raised net ~$33.7M.","CFO says transactions extend maturity to 2030, reduce interest expense, and strengthen cash by ~$30.2M.","Amended 2026 note indenture to eliminate certain restrictive covenants; $3.5M of 2026 notes remain outstanding.","2030 notes convertible at ~$43.31/share (27.5% premium); redeemable after Jan 2027 if stock conditions met."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187292,"accession_number":"0001104659-24-130522","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["1.01","3.02","2.03","7.01","8.01","9.01"],"status":"ready","headline":"AOI exchanges $76.7M of 5.25% 2026 notes for $125M 2.75% 2030 notes and 1.49M shares; prices $33.6M equity offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Exchanged ~$76.7M principal of 5.25% 2026 Notes for $125M of 2.75% 2030 Notes, ~1.49M shares, and $89.6K cash interest.","New 2030 Notes mature Jan 15, 2030; initial conversion price ~$43.31/share (27.5% premium to Dec 18 close).","Priced registered direct offering of 1,036,458 shares at $33.97/share for net proceeds of ~$33.6M.","Net proceeds from equity offering for general corporate purposes, including capex and working capital.","Both transactions expected to close on or about Dec 23, 2024, subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187291,"accession_number":"0001683168-24-007741","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q3 revenue $65.2M; GAAP EPS -$0.42; non-GAAP EPS -$0.21","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $65.2M (up 51% QoQ from $43.3M); GAAP gross margin 24.4% vs 32.3% YoY.","GAAP net loss $17.8M ($0.42 loss per share) vs net loss $9.0M ($0.27) in Q3 2023.","Non-GAAP net loss $8.8M ($0.21 per share) vs non-GAAP net loss $1.7M ($0.05) YoY.","Data center business double-digit sequential growth; CATV revenue more than tripled QoQ.","CFO: accelerated R&D for 1.6T transceivers caused non-GAAP loss to exceed expectations."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":149094000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187290,"accession_number":"0001104659-24-115343","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Applied Optoelectronics enters $55M ATM equity program, terminates prior $0.1M remainder","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New Equity Distribution Agreement with Raymond James allows sale of up to $55M of common stock in at-the-market offerings.","Prior ATM program terminated with approximately $0.1M of common stock unsold as of termination.","Sales Agent receives 2% commission on gross sales; Company reimburses certain expenses up to $10K (blue sky, FINRA) and up to $30K if termination conditions met.","Shares sold under existing shelf registration statement effective March 2023; prospectus supplement filed November 7, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187289,"accession_number":"0001683168-24-007049","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary signs 15-year lease in New Taipei City for production facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Subsidiary Prime World leases ~3,537 sq m land and ~3,406 sq m building in Linkou District, New Taipei City.","Lease term Dec 1, 2024 – Nov 30, 2039; monthly rent starts at NTD 1,300,000, increases 3% every 3 years.","Two-month rent-free renovation period (Oct 1 – Nov 30, 2024); tenant may modify building at its own expense.","Security deposit of NTD 2,600,000 (2 months' rent); lessor is San Ho Enterprise Co., Ltd.","Right of first refusal to purchase property if lessor sells; lease binding on any property buyer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203794,"accession_number":"0001683168-24-005295","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AAOI Q2 revenue $43.3M, GAAP EPS -$0.66; new 400G orders from hyperscale customer","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $43.3M vs $41.6M in Q2'23 and $40.7M in Q1'24.","GAAP gross margin 22.1% (up from 19.0%); non-GAAP gross margin 22.5% (vs 24.8% a year ago).","GAAP net loss $26.1M ($0.66/sh) vs $16.9M loss ($0.57/sh) in Q2'23; non-GAAP loss $10.9M ($0.28/sh) vs $6.1M ($0.21).","Received orders for 400G products from a new large hyperscale customer; expects CATV ramp in Q3 and continued DC improvement."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":83943000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203793,"accession_number":"0001104659-24-086291","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Applied Optoelectronics amends equity distribution agreement; up to $60M ATM offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment No. 1 to Equity Distribution Agreement with Raymond James dated Aug 6, 2024.","Company may issue up to $60 million in common stock via at-the-market offerings.","As of Aug 6, 2024, 1,748,726 shares sold for approx $20.5 million under original agreement.","Sales agent compensation up to 2% of gross sales price; certain expense reimbursements.","Offering registered under existing S-3 shelf; prospectus supplement filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220385,"accession_number":"0001683168-24-004054","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Applied Optoelectronics shareholders reject proposal to increase equity plan shares by 2M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal 5 (2021 Equity Incentive Plan amendment for 2M additional shares) failed with 6,739,828 for, 10,340,097 against.","Proposal 6 (CEO PSU grant approval) passed: 15,067,633 for, 1,775,241 against.","All director nominees elected: William Yeh (12,883,866 for, 4,397,128 withheld), Cynthia DeLaney (16,386,831 for, 894,163 withheld).","Ratification of Grant Thornton LLP as auditor approved: 25,518,024 for, 159,790 against.","Advisory say-on-pay passed (15,242,588 for); frequency set to one year (16,870,029 votes); company will hold annual advisory votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.15,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220384,"accession_number":"0001683168-24-003885","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Applied Optoelectronics subsidiary enters 170M RMB revolving credit facility through 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["170M RMB ($~23.5M) revolving credit line from Shanghai Pudong Development Bank for general corporate and capital investment.","Credit line available May 24, 2024 to May 24, 2029; interest negotiated per draw.","Secured by real property owned by subsidiary Global Technology, Inc.","Bank can revoke the line unilaterally at any time without notice based on market or credit conditions.","Borrowings used for general corporate and capital investment purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220383,"accession_number":"0001683168-24-003159","cik":1158114,"company_name":"APPLIED OPTOELECTRONICS, INC.","ticker":"AAOI","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Optoelectronics Q1 2024 revenue $40.7M, GAAP EPS -$0.60, non-GAAP EPS -$0.31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $40.7M, down 23% from $53.0M in Q1 2023 and down 33% from Q4 2023.","GAAP gross margin 18.7% (Q1 2023: 17.4%); non-GAAP gross margin 18.9% (Q1 2023: 23.2%).","GAAP net loss $23.2M ($0.60/sh) vs $16.3M ($0.56) YoY; non-GAAP net loss $12.0M ($0.31) vs $7.1M ($0.25).","CEO attributes miss to product mix, expects recovery in Q2 and markedly improved H2 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":40673000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":13933354262.131344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}