---
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"
generated_at: "2026-06-08T06:06:39.240287+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# AAOI Q3 revenue $62.5M, GAAP net loss -$0.27/sh, non-GAAP -$0.05/sh

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-23-007799
- JSON: https://secwatch.observer/filing/0001683168-23-007799.json
- Plain text: https://secwatch.observer/filing/0001683168-23-007799.txt

## Key facts
- Earnings Releases
  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.
  - Period: third quarter ended September 30, 2023
  - 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
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1158114/000168316823007799/0001683168-23-007799-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.