{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-23-007799","form_type":"8-K","ticker":"AAOI","cik":"0001158114","company_name":"APPLIED OPTOELECTRONICS, INC.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.353772+00:00","generated_at":"2026-06-08T06:06:39.240287+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"AAOI Q3 revenue $62.5M, GAAP net loss -$0.27/sh, non-GAAP -$0.05/sh","bullets":["Revenue $62.5M, up 10% YoY from $56.7M and 50% sequentially from $41.6M.","GAAP gross margin 32.3% (vs 17.2% YoY); non-GAAP 32.5% (vs 18.0%), exceeding expectations.","Net loss improved: GAAP -$9.0M (-$0.27/sh) vs -$15.6M (-$0.56/sh) YoY; non-GAAP -$1.7M (-$0.05/sh) vs -$7.1M.","Shipped first 800G datacenter product samples to two customers; 100G/400G demand rising."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-23-007799","json":"https://secwatch.observer/filing/0001683168-23-007799.json","markdown":"https://secwatch.observer/filing/0001683168-23-007799.md","text":"https://secwatch.observer/filing/0001683168-23-007799.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823007799/0001683168-23-007799-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823007799/aaoi_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T06:06:39.240287+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":"285e8d94ede0b633b0498206fa646b5b794b1c7d","claim":"APPLIED OPTOELECTRONICS, INC. reported third quarter ended September 30, 2023 results: revenue $62.5 million, net income GAAP net loss was $9.0 million, or $0.27 per basic share, EPS $0.27 per basic share.","evidence_excerpt":"amplifier products and experienced team position us well as the MSOs transition to next generation architecture.” Third Quarter 2023 Financial Summary · GAAP revenue was $62.5 million, compared $56.7 million in the third quarter of 2022 and $41.6 million in the second quarter of 2023. · GAAP gross margin was 32.3%, compared with 17.2% in the third quarter","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158114/000168316823007799/0001683168-23-007799-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$62.5 million"},{"label":"Net income","value":"GAAP net loss was $9.0 million, or $0.27 per basic share"},{"label":"EPS","value":"$0.27 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"}