secwatch.observer — SEC 8-K summary ====================================== Issuer: APPLIED OPTOELECTRONICS, INC. (AAOI) CIK: 0001158114 Form: 8-K Filed at: 2022-11-03T23:59:59+00:00 Accession: 0001683168-22-007251 Event type: earnings Sentiment: negative Materiality: 0.60 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Applied Optoelectronics Q3 revenue $56.7M, GAAP EPS -$0.56; 400G revenue triples QoQ -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1158114/000168316822007251/0001683168-22-007251-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1158114/000168316822007251/applied_8k.htm HTML page: https://secwatch.observer/filing/0001683168-22-007251 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer