{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-23-002928","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2023-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.072832+00:00","generated_at":"2026-06-15T19:59:42.977149+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Applied Optoelectronics Q1 revenue $53M, net loss $0.56/shr; warns Q2 CATV inventory build-up","bullets":["GAAP revenue $53.0M (flat YoY); GAAP net loss $16.3M ($0.56/shr) vs Q1 2022 loss of $16.1M ($0.58/shr).","Non-GAAP net loss $7.1M ($0.25/shr) improved from $7.9M ($0.29/shr); non-GAAP gross margin 23.2% vs 17.5%.","Q2 revenue negatively impacted by CATV customer inventory build-up; datacenter 100G demand improving.","China facility sale to Yuhan Optoelectronic Technology expected to close in 2023 or early 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-23-002928","json":"https://secwatch.observer/filing/0001683168-23-002928.json","markdown":"https://secwatch.observer/filing/0001683168-23-002928.md","text":"https://secwatch.observer/filing/0001683168-23-002928.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823002928/0001683168-23-002928-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823002928/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T19:59:42.977149+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":"89b756926266aafda298ae0fa068c3ceea0aeec2","claim":"APPLIED OPTOELECTRONICS, INC. updated its second quarter 2023 guidance (lowered).","evidence_excerpt":"Recently we were notified of some inventory build-up with certain CATV customers which we expect will negatively impact our Q2 revenue.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823002928/0001683168-23-002928-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"c9d63fddd79b4a5a6967e98dd3c03850358816b1","claim":"APPLIED OPTOELECTRONICS, INC. reported first quarter ended March 31, 2023 results: revenue $53.0 million, net income -$16.3 million, EPS -$0.56.","evidence_excerpt":"First Quarter 2023 Financial Summary · GAAP revenue was $53.0 million, compared $52.2 million in the first quarter of 2022 and $61.6 million in the fourth quarter of 2022. · GAAP gross margin was 17.4%, compared with 17.3% in the first quarter of 2022 and 10.1% in the fourth quarter of 2022. Non-GAAP gross margin was 23.2%, compared with 17.5% in the first quarter of 2022 and 21.4% in the fourth quarter of 2022. · GAAP net loss was $16.3 million, or $0.56 per basic share, compared with net loss of $16.1 million, or $0.58 per basic share in the first quarter of 2022, and a net loss of $20.3 million, or $0.71 per basic share in the fourth quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823002928/0001683168-23-002928-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$53.0 million"},{"label":"Net income","value":"-$16.3 million"},{"label":"EPS","value":"-$0.56"},{"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"}