{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-22-007251","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2022-11-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:49.762333+00:00","generated_at":"2026-06-22T08:04:31.171973+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Applied Optoelectronics Q3 revenue $56.7M, GAAP EPS -$0.56; 400G revenue triples QoQ","bullets":["Revenue $56.7M, up 6.4% YoY from $53.3M but below expectations; GAAP net loss $15.6M ($0.56/share) vs loss $15.8M YoY.","Non-GAAP net loss $7.1M ($0.26/share) vs loss $5.3M YoY; gross margin GAAP 17.2%, non-GAAP 18.0%.","CATV segment revenue highest quarterly in company history; 400G revenue more than tripled compared to Q2 2022.","Management cites faster-than-expected decline in 40G revenue as reason for revenue miss."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-22-007251","json":"https://secwatch.observer/filing/0001683168-22-007251.json","markdown":"https://secwatch.observer/filing/0001683168-22-007251.md","text":"https://secwatch.observer/filing/0001683168-22-007251.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316822007251/0001683168-22-007251-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316822007251/applied_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T08:04:31.171973+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c9a7e96b1d0e574623bd38d7f74e39c905806d62","claim":"APPLIED OPTOELECTRONICS, INC. reported third quarter 2022 ended September 30, 2022 results: revenue $56.7 million, net income $15.6 million, EPS $0.56 per basic share.","evidence_excerpt":"more than tripling compared to Q2, which we believe is the beginning of the anticipated ramp in this product family.” Third Quarter 2022 Financial Summary · GAAP revenue was $56.7 million, compared $53.3 million in the third quarter of 2021 and $52.3 million in the second quarter of 2022. · GAAP gross margin was 17.2 %, compared with 15.3% in the third quarter","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316822007251/0001683168-22-007251-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter 2022 ended September 30, 2022"},{"label":"Revenue","value":"$56.7 million"},{"label":"Net income","value":"$15.6 million"},{"label":"EPS","value":"$0.56 per basic share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}